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港股異動丨乳業股集體上漲,蒙牛乳業漲5%,中央及地方促生育政策陸續落地
格隆匯 03-17 09:26
港股市場乳業股今日繼續上漲,其中,蒙牛乳業漲5%,現代牧業、中國飛鶴漲超3%。消息面上,中辦、國辦印發《提振消費專項行動方案》提出,加大生育養育保障力度。研究建立育兒補貼制度。另外,呼和浩特市公佈育兒補貼項目實施細則及服務流程,生育一孩一次性發放育兒補貼1萬元;生育二孩發放育兒補貼5萬元,按照每年1萬元發放,直至孩子5歲;生育三孩及以上發放育兒補貼10萬元,按照每年1萬元發放,直至孩子10歲。多家機構均表示,上述政策的金額及覆蓋期限均超出市場預期。華泰證券研報指出,隨着中央及地方促生育政策陸續落地,有望形成合力、提振生育意願,中長期有望拓寬內需消費上限。建議關注受益於出生率改善的消費板塊的機會,包括母嬰連鎖、母嬰護理用品、嬰童服飾、玩具及文具等。

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