智通财经APP获悉，锦欣生殖(01951)尾盘涨超7%，截至发稿，涨7.21%，报3.27港元，成交额6.08亿港元。
消息面上，今年政府工作报告在2025年政府工作任务部分提出“制定促进生育政策，发放育儿补贴”，后续已有多地政策陆续跟进。广州黄埔一社区出台生育奖励政策，生育三孩可一次性申领5万元。内蒙古呼和浩特此前也发布超预期的育儿补贴细则，生育一孩补贴1万、二孩补贴5万、三孩补贴10万
华泰证券指出，展望25年，因IVF新进医保+国内各区域生育补贴政策或陆续发布，深圳新物业7月投产爬坡+美国快速扩张且潜在海外政策驱动，该行看好25年公司海内外周期数提振，但综合考虑海外人力开支+深圳大楼折摊确认，我们估测年内经调整净利润稳健增长，维持“买入”。
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