港股异动 | 布鲁可(00325)盘中涨超4% 全国首个母婴政府消费券落地江西 玩具板块有望受益生育改善

智通财经
15 Apr

智通财经APP获悉,布鲁可(00325)盘中涨超4%,截至发稿,涨4.06%,报123港元,成交额1.1亿港元。

消息面上,据央视网4月14日消息,以扩大内需为抓手,为提振消费激活市场活力,近日,全国“首个母婴政府消费券”在江西南昌正式上线,当地消费者可享受立减10%的育儿补贴。据介绍,此次补贴商品覆盖奶粉、尿裤等150类共计超3万款母婴商品,覆盖育儿全周期需求,每月可为母婴家庭减少至多千元育儿支出。南昌市商务局表示,活动预计带动相关消费约2亿元。此举通过政企协作的创新模式,对于提振消费起到了积极促进意义。

华泰证券此前发布研报指出,随着中央及地方促生育政策陆续落地,有望形成合力、提振生育意愿,中长期有望拓宽内需消费上限。建议关注受益于出生率改善的消费板块的机会,包括母婴连锁、母婴护理用品、婴童服饰、玩具及文具等。

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