智通财经APP获悉，锦欣生殖(01951)午后涨近6%，截至发稿，涨4.65%，报3.15港元，成交额2.51亿港元。
消息面上，锦欣生殖发布年度业绩，该集团期内取得28.12亿元人民币，同比增加0.81%；公司拥有人应占利润2.83亿元，同比减少17.88%。中银国际发表报告指，虽然中国的生育率提高政策例如辅助生殖纳入报销、育儿津贴提供长期增长潜力，但由于严格的资格要求和较低的单价，短期辅助生殖行业收益仍然有限。同时，美国扩张将提高长期市场份额，但会给短期盈利能力带来压力。
华安证券指出，育儿补贴项目开始落地，期待政策在不同地区间的传导。此外，辅助生殖纳入医保的进程持续加快，该行认为IVF入医保有望进一步提振生育需求。里昂近期研报指出，呼和浩特市政策或短期内提振有关生育等板块，而其盈利表现仍视乎其他城市政策及如何实质地执行政策。
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