《大行》花旗料飛鶴(06186.HK)及H&H國際控股(01112.HK)受惠內地育兒補貼方案
花旗發表報告指,根據內媒引述《育兒補貼制度實施方案》,中國政府將推出每名兒童10,800元人民幣的全國性育兒補貼計劃。
該行認為,考慮到部分地方政府可能沒有足夠的財政資源,中央政府的補貼有助於在全國層面上為促進生育提供最低限度的支持。
在中央政府補貼的基礎上,該行相信有財力的地方政府仍有動力提供額外的育兒補貼,以加強刺激效果。在該行中國嬰兒配方奶粉覆蓋領域中,中國飛鶴(06186.HK)和H&H國際控股(01112.HK)均是受惠者。
內媒日前報道,據中共中央辦公廳、國務院辦公廳,《育兒補貼制度實施方案》公布,自1月1日起,對3歲以下嬰幼兒發放生育補貼。根據補貼標準,國家基礎補貼為每孩每年3,600元人民幣按年發放。
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