中金发表报告指,《育儿补贴制度实施方案》落地,方案明确自2025年1月1日起,对符合法律法规生育的3岁以下婴幼儿家庭按年发放补贴,国家基础标准为每孩每年3600元。该行指,政策力度基本符合此前预期,需求扩容确定性增强。此次政策覆盖范围广,全国所有符合生育政策的3岁以下婴幼儿家庭均纳入补贴对象,预计按年发放模式形成持续稳定的消费支撑。该行认为,短期利好奶粉及婴童相关标的,建议关注乳制品及纸尿裤龙头。...
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