汇丰研究发表报告，指内蒙古呼和浩特推出育儿补贴带来意外上行惊喜，这是首个涵盖第一胎并为第二胎/第三胎提供最高奖励的计划，而更多省市可能在国务院促进消费计划后跟进。婴儿奶粉行业可能直接受益于即将推出的新生儿补贴计划。然而，扭转低出生率仍是一项艰难任务，因为任何育儿补贴的有效性需考虑多重因素，包括住房与教育成本、持续的育儿支持以及社会观念的改变。该行估计，要将婴儿奶粉需求提升10%，每年至少需要500...
Source Link汇丰研究发表报告，指内蒙古呼和浩特推出育儿补贴带来意外上行惊喜，这是首个涵盖第一胎并为第二胎/第三胎提供最高奖励的计划，而更多省市可能在国务院促进消费计划后跟进。婴儿奶粉行业可能直接受益于即将推出的新生儿补贴计划。然而，扭转低出生率仍是一项艰难任务，因为任何育儿补贴的有效性需考虑多重因素，包括住房与教育成本、持续的育儿支持以及社会观念的改变。该行估计，要将婴儿奶粉需求提升10%，每年至少需要500...
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