政策利好刺激 錦欣生殖(1951.HK)拉昇漲超6%
格隆匯2月21日丨受政策利好刺激,錦欣生殖(1951.HK)臨近午盤收盤快速拉昇,半日收漲6.54%報8.63港元,最新市值216億港元。消息面上,北京市醫保局近日會同市衞生健康委、市人力社保局印發《關於規範調整部分醫療服務價格項目的通知》,對63項醫療服務價格項目進行規範調整,並明確基本醫療保險報銷政策。同時,市醫保局、市人力社保局同步配套了醫保及工傷報銷政策。其中,為實施積極生育支持措施,通過組織專家論證,在費用可控、確保醫保基金可承受的基礎上,將門診治療中常見的宮腔內人工授精術、胚胎移植術、精子優選處理等16項涉及人羣廣、診療必需、技術成熟、安全可靠的輔助生殖技術項目納入醫保甲類報銷範圍。據瞭解,目前北京市具有輔助生殖資質的基本醫療保險定點醫療機構共15家。新政策將於3月26日落地,適用於北京市公立醫療機構,非公立醫保定點醫療機構參照執行。有分析人士指出,通知的印發意味着監管重拳方案落地,在政策層面上重視輔助生殖行業;參考日韓歐美,此舉有望帶動行業滲透率大大提升,提高行業規模;基於頭部效應,利好錦欣生殖這類頭部企業。

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