周二盘中，锦欣生殖（01951.HK）股价大涨8.93%，报3.66港元。该股价上涨主要受益于中国政府最新发布的全国性育儿补贴政策，这一政策被市场解读为对生育相关产业的重大利好。
7月28日，中共中央办公厅、国务院办公厅联合发布《育儿补贴制度实施方案》。该方案明确，从2025年1月1日起，对3周岁以下婴幼儿按每孩每年3600元标准发放补贴。这项政策预计每年将惠及2000多万个婴幼儿家庭，直接撬动母婴消费市场，同时也将对辅助生殖等相关产业产生积极影响。
作为民营生殖医疗服务的龙头企业，锦欣生殖有望从这一政策中受益。随着辅助生殖被纳入医保覆盖范围，预计将带来周期数显著增长。此外，锦欣生殖在三代试管技术和海外冻卵服务等高端领域的布局，也可能迎来新的增长机遇。除锦欣生殖外，婴童概念股普遍表现强劲，其中H&H国际控股上涨7.33%，贝康医疗-B上涨5.19%，中国飞鹤上涨5.12%。
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