智通财经APP获悉，好孩子国际(01086)一度涨超12%，截至发稿，涨8.46%，报1.41港元，成交额3269.75万港元。
消息面上，3月17日，国家发改委副主任李春临在国新办新闻发布会上表示，《提振消费专项行动方案》中有关育儿补贴及劳动工资等政策，相关职能部门正在积极加紧制定，后续会陆续出台。3月13日，呼和浩特市卫健委发布当地生育补贴细则，其中最高单孩补贴可达10万元。中信证券指出，育儿补贴落地有望提振生育意愿，投资端受益生育率提升的相关板块有望迎主题表现机会。
据悉，好孩子国际以婴儿推车起家，拓展至儿童汽车安全座椅和非耐用品等婴童用品市场，旗下拥有三大战略品牌，分别为Evenflo、Cybex及gb，市场覆盖中国、欧洲及北美市场。该公司此前发布2024年盈利预喜公告，预期全年取得纯利3.25至3.75亿港元，同比增长55.9%至79.9%。公告称，2024年毛利率有所提升，主要得益于规模效应以及高毛利率的品牌收入占比提升，但部分被2H24全球海运成本上升及不利的汇率波动所抵消。
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