錦欣生殖(1951.HK)拉昇漲近10%
格隆匯2月1日丨錦欣生殖盤中走強,一度漲9.71%報17.18港元,暫成交1.59億港元,市值417億港元。華金證券日前指出,目前我國輔助生殖技術滲透率僅有7%,與美國近30%的滲透率相比有較大差距。隨着不孕率的持續提升以及支付能力的提升,行業提升空間顯著。輔助生殖領域需求旺盛市場前景廣闊,但目前拍照審批嚴格且競爭格局分散,優質民營龍頭有望憑藉自身優勢擴大市場份額。錦欣生殖是國內最大的輔助生殖民營機構,目前公司在國內市場份額2018年達到3.9%,在美國市場份額2.5%。公司深耕輔助生殖領域,在內生和外延領域持續發力,驅動業績成長。公司作為輔助生殖領域稀缺標的,相對A股醫療服務公司估值有明顯提升空間。

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