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港股異動丨中國飛鶴升14%領升板塊,呼和浩特育兒政策超預期
格隆匯 03-14 11:51
港股市場乳業股集體拉昇,其中,中國飛鶴升14%,領升板塊,且股價逼近去年10月份的高位。市場憧憬內地提振消費政策,以及繼呼和浩特出台大力度育兒補貼政策後,或有更多地方政府跟進。這都有望對中國飛鶴等乳業公司形成明顯利好。內蒙古呼和浩特市發佈落實《關於促進人口集聚推動人口高質量發展的實施意見》育兒補貼項目實施細則及服務流程。發放育兒補貼實施細則如下:生育一孩一次性發放育兒補貼10000元;生育二孩發放育兒補貼50000元,按照每年10000元發放,直至孩子5週歲;生育三孩及以上發放育兒補貼100000元,按照每年10000元發放,直至孩子10週歲。花旗表示,呼和浩特發佈的政策超出預期,預計短期內會有更多地方政府跟進,利好嬰幼兒配方奶粉行業,中國飛鶴將受益。另外還值得注意的是,國務院新聞辦公室將於2025年3月17日(星期一)下午3時舉行新聞發佈會,請國家發展改革委副主任李春臨和財政部、人力資源社會保障部、商務部、中國人民銀行、市場監管總局有關負責人介紹提振消費有關情況。

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