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二胎概念板塊延續強勢 貝因美等多股漲停
格隆匯 04-16 10:00
格隆匯4月16日丨二胎概念板塊繼續強勢,高樂股份、威創股份、金髮拉比、貝因美、安奈兒等漲停,戴維醫療漲超5%,奧飛娛樂、邦寶益智等跟漲。港股方面,錦欣生殖、中國飛鶴、現代牧業等漲超2%。4月14日,中國人民銀行刊發工作論文《關於我國人口轉型的認識和應對之策》,其中提到,我國應抓住當前生育政策對部分居民還是硬約束的時機,全面放開生育,及時釋放其較高的生育意願。若稍有遲疑,將錯失以生育政策應對人口轉型的寶貴窗口期,重蹈發達國家的覆轍。中信證券指出,預計第七次人口普查結果將在2021年4月公佈,生育政策或將漸進式調整。短期來看,如果放開三孩生育可使新出生人口提升約10%。中性假設下,進一步考慮堆積效應,預計提升效果可到14%左右。假設其他條件不變,則預計該效果足以使總和生育率維持在1.5-1.8之間。中長期來看,要將生育率維持在適度區間,仍需要生育鼓勵政策的支持。

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