金吾财讯 | 政策红利预期提振生育概念，锦欣生殖(01951)涨7.94%，贝康医疗(02170)涨6.29%。3月13日，呼和浩特市卫健委发布当地生育补贴细则，其中最高单孩补贴可达10万元。与现行试点相比，呼和浩特市的生育补贴年均补贴额度有所提升，且补贴周期较长。根据国家统计局数据，2023年我国出生人口为902万人，其中一孩、二孩、三孩及以上的比例分别为49%、38%、13%。中信证券预计全国生育补贴政策或将落地，考虑到人口结构变化较慢，该行按照2023年新生儿出生结构、规模外推测算，预计2025-2027年涉及财政补贴资金规模901/1363/1825亿元，且呈现前低后高的趋势。
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