智通财经APP获悉，婴童概念股涨幅进一步扩大，截至发稿，锦欣生殖(01951)涨28.17%，报3.23港元；中国飞鹤(06186)涨15.51%，报6.85港元；好孩子国际(01086)涨15.09%，报1.22港元；澳优(01717)涨15.74%，报2.5港元；H&H国际控股(01112)涨4.97%，报9.72港元。
消息面上，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。花旗表示，呼和浩特发布的政策超出预期，预计短期内会有更多地方政府跟进。此外，深圳市有关部门今日表示，国家有关部门正研究育儿补贴方案，我市将根据国家部署积极稳妥做好落实。
里昂发布研报称，呼和浩特育儿补贴金额及覆盖期限均超出市场预期。虽然不认为这个金额及覆盖期限会成为常态，但相信呼和浩特市的生育补贴应会提升市场预期，主要由于各级政府推动生育的决心；以及其他地区将逐渐推出更多鼓励性政策。里昂表示，虽然现阶段难以评估政策对生育率的最终影响，但认为更高的预期将提振短期内与婴儿相关股票的投资情绪，预计中国飞鹤将受益最多。
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