國務院“兩綱”強調生殖健康 貝康醫療-B(2170.HK)再迎政策風口
格隆匯9月28日丨國務院27日印《國務院關於印發中國婦女發展綱要和中國兒童發展綱要的通知》。
在婦女與健康方面，主要目標提及“生殖健康和優生優育知識全面普及，促進健康孕育，減少非意願妊娠”等。策略措施提及：將生殖健康服務融入婦女健康管理全過程，保障婦女享有避孕節育知情自主選擇權。推進婚前醫學檢查、孕前優生健康檢查、增補葉酸等婚前孕前保健服務更加公平可及。減少非醫學需要的人工流產。規範不孕不育症診療服務。規範人類輔助生殖技術應用。
在婦女與社會保障方面，主要目標提及“完善生育保障制度，提高生育保險參保率”等。策略措施提及：鞏固提高生育保險覆蓋率，完善生育保險生育醫療費用支付及生育津貼政策。
在婦女與家庭建設方面，策略措施提及：完善人口生育相關法律法規政策，推動生育政策與經濟社會政策配套銜接。
在兒童與家庭方面，策略措施提及：完善三孩生育政策配套措施。推動將3歲以下嬰幼兒照護服務費用納入個人所得税專項附加扣除，加強住房等支持政策，減輕生育養育教育負擔。
國家衞生健康委黨組成員、國家中醫藥管理局黨組書記、副局長餘豔紅稱，在新“兒綱”中，細化和完善了出生缺陷防控相關目標，強化婚前、孕前保健，提升產前篩查和診斷能力。
隨着人口老齡化推動計劃生育政策轉變，不孕率的上升以及國民對優生優育的日益重視，生殖遺傳學器械市場規模有望繼續快速發展，逐漸形成數百億藍海市場。
貝康醫療-B(2170.HK)是中國輔助生殖領域領先的臨牀解決方案提供商。公司自主研發的PGT-A試劑盒是國內唯一獲得三類醫療器械註冊證的第三代試管嬰兒檢測產品。有機構預測，貝康醫療在未來5年內將完成全生育週期產品管線的註冊報證，進一步鞏固公司在規範化和標準化第三代試管嬰兒檢測試劑盒市場中的主導地位。在輔助生殖行業的良好前景及公司在產品、行業上下游建立起的先發優勢和清晰的擴張戰略下，預計貝康醫療未來將持續領跑行業。
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