《大行》摩通:內地育兒補貼為市場預期內
摩通發表報告指,內地《育兒補貼制度實施方案》落地。自2025年1月1日起,該政策向所有3歲以下兒童發放每名兒童每年3,600元人民幣的補貼。即每名符合資格的兒童在三歲前總共可獲得最高10,800元人民幣的補助金。
摩通指,然而市場似乎對這項政策反應冷淡,一些相關的醫療服務股昨日(29日)早上高開,但隨後卻走低。這些股票包括輔助生育服務如錦欣生殖(01951.HK)、貝康醫療-B (02170.HK),以及產科和產後護理中心如聖貝拉(02508.HK),而滬深300中國醫療保健指數則上漲 2%。該行認為補貼在市場預期之內,扭轉低生育率需要更多的生育配套措施。
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