智通财经APP获悉，锦欣生殖(01951)盘中涨超4%，截至发稿，涨3.58%，报2.89港元，成交额2.82亿港元。
消息面上，全国多地加大生育养育保障力度，研究建立育儿补贴制度。5月21日，成都市六部门印发《2025年提振消费专项行动实施方案》，提出加大生育养育保障，完善落实积极生育支持政策，建立健全相关政策措施体系。5月20日，《长春市提振消费专项行动实施方案（征求意见稿）》公开征求意见，提出加大生育保障力度，落实国家育儿补贴和全省二孩、三孩生育奖励。
交银国际此前研报指出，坚定看好国内外生育政策对生育意愿的支持力度，辅助生殖需求长期增长动能充足，公司作为中国内地行业龙头持续受益确定性强。该行对于2026年及长期业绩有更乐观的预期，后续催化剂主要来自：1）鼓励生育政策带来的周期数增长红利；2）深圳新大楼搬迁完成后产能扩大；3）孵化机构业务步入正轨并有望短期内实现盈亏平衡；4）海外方面，美国业务稳步放量，东南亚持续扩张。
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