迎政策利好!A股輔助生殖概念股集體走強,漢商集團、達嘉維康漲超6%
格隆匯8月17日丨漢商集團、達嘉維康漲超6%,共同藥業、太安堂、貝瑞基因漲超4%,思創醫惠、康芝藥業、西隴科學漲超3%。國家衞生健康委等17部門16日印發《關於進一步完善和落實積極生育支持措施的指導意見》要求,指導地方綜合考慮醫保(含生育保險)基金可承受能力、相關技術規範性等因素,逐步將適宜的分娩鎮痛和輔助生殖技術項目按程序納入基金支付範圍。在醫療服務行業人士看來,輔助生殖產業鏈公司有望充分受益政策紅利,迎來產業發展新機遇。近年來,我國育齡夫婦的不孕不育率逐年攀升,據國家衞健委、中國人口協會發布的數據顯示,中國育齡夫婦的不孕不育率從20年前的2.5%-3%攀升到近年的12%-15%左右,不孕不育者約有5000萬人。銀河證券指出,中國輔助生殖市場滲透率較低,提升空間廣闊。2018年我國約有56.8萬患者接受輔助生育服務,僅佔同年4780萬不孕夫婦的1.2%,我國輔助生殖滲透率遠低於美國。未來隨着人們對輔助生殖技術的認知加深、人均可支配收入提高、鼓勵生育的政策放開等,中國輔助生殖的滲透率有望持續提升。

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