摩通发表报告指，内地《育儿补贴制度实施方案》落地。自2025年1月1日起，该政策向所有3岁以下儿童发放每名儿童每年3,600元人民币的补贴。即每名符合资格的儿童在三岁前总共可获得最高10,800元人民币的补助金。
摩通指，然而市场似乎对这项政策反应冷淡，一些相关的医疗服务股昨日(29日)早上高开，但随后却走低。这些股票包括辅助生育服务如锦欣生殖(01951.HK) 、贝康医疗－B (02170.HK) ，以及产科和产后护理中心如圣贝拉(02508.HK) ，而沪深300中国医疗保健指数则上涨 2%。该行认为补贴在市场预期之内，扭转低生育率需要更多的生育配套措施。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-29 16:25。)
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