香港联交所最新资料显示，7月31日，锦欣生殖(01951)股东将股票由香港上海汇丰银行转入港股通 (沪)，转仓市值2.78亿港元，占比3.12%。 海通国际近期研报指出，国内辅助生殖需求有望迎来拐点，政策红利逐步释放。中国平均生育年龄已接 近30岁，高龄产妇占比持续提升，对辅助生殖技术需求显著增加。2023-2025年辅助生殖纳入医保从区 域试点扩展至全国，政策落地后需求释放可期。同时，该行认为行业供给侧格局趋稳，牌照发放收紧， 公司作为民营辅助生殖龙头，有望通过三代试管婴儿牌照等技术优势和案例积累，优先承接增量需求。 ...

香港联交所最新资料显示，7月31日，锦欣生殖(01951)股东将股票由香港上海汇丰银行转入港股通 (沪)，转仓市值2.78亿港元，占比3.12%。 海通国际近期研报指出，国内辅助生殖需求有望迎来拐点，政策红利逐步释放。中国平均生育年龄已接 近30岁，高龄产妇占比持续提升，对辅助生殖技术需求显著增加。2023-2025年辅助生殖纳入医保从区 域试点扩展至全国，政策落地后需求释放可期。同时，该行认为行业供给侧格局趋稳，牌照发放收紧， 公司作为民营辅助生殖龙头，有望通过三代试管婴儿牌照等技术优势和案例积累，优先承接增量需求。 ...

创梦天地(01119)再涨8.7%，公司引入Playrix战略投资，或为布局《卡拉比丘》海外发行。 康方生物(09926)涨3%再创新高，依沃西联合方案治疗IO耐药NSCLC三期临床完成首例给药。 智通财经APP获悉，港股恒生指数跌1.07%，跌270点，报24906点；恒生科技指数涨0.34%。港股早盘成 交1672亿港元。 AI概念股走势强劲，近期AI应用迎来多重催化，机构称下半年AI主线具充分投资机遇。美图公司 (01357)涨15.26%；金蝶国际(00268)涨11.70%；汇量科技(01860)涨8.59%；金山云(03896)涨10.14%；快 手-W(01024)涨8.98%；粉笔（02469）涨7.91%。 伟仕佳杰(00856)涨2.88%，公司东南亚业务形成多元布局，机构指其当前估值具备显著上行空间。 三生制药(01530)涨超5%，SSGJ-707出海绑定辉瑞，海外估值提升潜力巨大。 锦欣生殖(01951)盘中涨6.48%，政策红利逐步释放，公司为民营辅助生殖龙头。 铜业股全线走低，特朗普宣布对进口半成品铜等征50%关税，纽铜创下历史最大单日跌幅。紫金矿业 (02899)跌4.93%； ...

海通国际近期研报指出，国内辅助生殖需求有望迎来拐点，政策红利逐步释放。中国平均生育年龄已接 近30岁，高龄产妇占比持续提升，对辅助生殖技术需求显著增加。2023-2025年辅助生殖纳入医保从区 域试点扩展至全国，政策落地后需求释放可期。同时，该行认为行业供给侧格局趋稳，牌照发放收紧， 公司作为民营辅助生殖龙头，有望通过三代试管婴儿牌照等技术优势和案例积累，优先承接增量需求。 本文源自：智通财经网 智通财经获悉，锦欣生殖(01951)盘中涨超8%，截至发稿，涨7.1%，报3.47港元，成交额6.41亿港元。 消息面上，7月30日，国务院新闻办公室举行新闻发布会，介绍育儿补贴制度及生育支持措施有关情 况。国家医疗保障局待遇保障司副司长刘娟介绍，全国31个省（区、市）及新疆兵团全面将辅助生殖技 术纳入报销，2024年已有超100万人次享受待遇，助力万千家庭圆了"生育梦"。此外，财政部社会保障 司司长郭阳介绍，按照部署，中央财政将设立共同财政事权转移支付项目"育儿补贴补助资金"，今年初 步安排预算900亿元左右。 ...

Group 1 - The core viewpoint of the news is the strong performance of reproductive health-related stocks in both the Hong Kong and A-share markets, driven by new government policies aimed at enhancing reproductive health services [1] - The Beijing Municipal Government has issued a notice to improve the reproductive support policy system, which includes optimizing maternal and child healthcare resources and enhancing reproductive health technology [1] - Specific measures include the inclusion of suitable assisted reproductive technology projects in medical insurance coverage and the establishment of "birth-friendly" hospitals to improve the childbirth experience [1] Group 2 - Notable stock performances include: - Tonghua Pharmaceutical (共同药业) with a 19.99% increase and a market cap of 2.837 billion [2] - Lide Man (利德曼) rising by 19.93% with a market cap of 3.830 billion [2] - Anke Biotechnology (安科生物) increasing by 18.14% with a market cap of 19.9 billion [2] - Other companies such as Han Commercial Group (汉商集团) and Luoxin Pharmaceutical (罗欣药业) also saw significant gains, with both reaching the 10% limit up [1][2] - The overall trend indicates a positive market sentiment towards companies involved in reproductive health, with many stocks showing substantial year-to-date increases [2]

Group 1 - The core viewpoint of the article highlights the positive impact of government policies on the reproductive health industry, particularly in assisted reproductive technology (ART) [1] - Jin Xin Reproductive (01951) saw a significant stock price increase, rising over 8% during trading, indicating strong market sentiment towards the company amid favorable policy announcements [1] - The National Medical Insurance Administration announced that all 31 provinces in China will include ART in insurance reimbursement, with over 1 million people expected to benefit by 2024, which is anticipated to boost demand for reproductive services [1] Group 2 - The report from Haitong International suggests that the domestic demand for assisted reproduction is expected to reach a turning point, with policy benefits gradually being realized [1] - The average age of childbirth in China is approaching 30, with an increasing proportion of older mothers, leading to a significant rise in demand for assisted reproductive technologies [1] - From 2023 to 2025, ART will be included in national health insurance, expanding from regional trials, which is expected to release pent-up demand in the market [1] - The supply-side landscape of the industry is stabilizing, with tighter issuance of licenses, positioning Jin Xin Reproductive as a leading private player to capture incremental demand through its technological advantages and accumulated case studies [1]

Core Viewpoint - The stock of Jinxin Fertility (01951) has seen a significant increase, attributed to favorable government policies regarding reproductive health and financial support for families [1] Group 1: Government Policies - The State Council's press conference on July 30 announced that all 31 provinces and regions in China will include assisted reproductive technology in medical insurance reimbursement, benefiting over 1 million people by 2024 [1] - The Ministry of Finance plans to establish a "Childcare Subsidy Fund" with an initial budget of approximately 90 billion yuan for this year [1] Group 2: Industry Outlook - Haitong International's recent research indicates that the demand for assisted reproduction in China is expected to reach a turning point, with policy benefits gradually being realized [1] - The average age of childbirth in China is approaching 30, with an increasing proportion of older mothers, leading to a significant rise in demand for assisted reproductive technology [1] - From 2023 to 2025, the inclusion of assisted reproduction in medical insurance will expand from regional trials to nationwide implementation, suggesting a potential release of pent-up demand [1] - The supply-side landscape of the industry is stabilizing, with tighter regulations on license issuance, positioning the company as a leading private player to capture incremental demand through its technological advantages and accumulated case studies [1]

截至2024年年报，锦欣生殖营业总收入28.12亿元、净利润2.83亿元。 锦欣生殖医疗集团有限公司是中美领先的辅助生殖服务机构，拥有和经营多家医院和医疗中心，主要提 供辅助生殖服务及相关治疗。根据弗若斯特沙利文报告，2018年，公司在中国辅助生殖服务市场中排名 第三，进行了20,958个体外受精取卵周期，市场份额约为3.1%，在非国有辅助生殖服务机构中排名第 一。 7月31日，锦欣生殖(01951)盘中上涨5.56%，截至09:30，报3.42元/股，成交4288.43万元。 本文源自：金融界 作者：行情君 ...

美联储连续第五次维持利率不变，美股三大指数涨跌不一，中概指数跌1.82%。港股三大指数继续低 开，恒指跌0.77%，国指跌0.68%，恒生科技指数跌0.58%。盘面上，大型科技股持续走低，其中，美团 跌3%，京东、阿里巴巴、小米跌约1%，腾讯、百度、网易皆飘绿；连续上涨的创新药概念股回调，拟 折价6.9%配售7380万股H股筹资77亿港元，药明康德跌4%；昨日纽约期金跌超1.7%，费城金银指数收 跌超3.3%，黄金股普遍走低，中国白银集团、灵宝黄金跌超3%，中资券商股、内险股多数走低，光大 证券、中国太保跌超2%。另一方面，3600元生育补贴落地消息持续发酵，三胎概念股继续上涨，锦欣 生殖涨3.4%，直播概念股、稀土概念股部分上涨。(格隆汇) ...

文/王海 导语： 7月28日，中国正式开启"育儿补贴元年"！国务院重磅发布《育儿补贴制度实施方案》，明确从2025年起，所有3周岁 以下婴幼儿每年可领取3600元国家补贴，直接引爆资本市场。次日开盘，乳业、托育、辅助生殖等板块掀起涨停潮， 贝因美、阳光乳业等12只A股封死涨停，港股中国育儿网络单日暴涨54%，锦欣生殖、中国飞鹤等龙头股集体飙升。 这场"真金白银"的政策红利，正催生万亿级消费新蓝海。 | 板块名称 | | 涨幅 | | | --- | --- | --- | --- | | 1 | 레 | +4.21% | | | P | 饮料制造 | +2.79% | | | 3 | 托育服务 | +2.11% | | | ঘ | 三胎概念 | +1.73% | | | 5 | 美容护理 | +1.26% | | | b | 社区团购 | +1.06% | | | T | 毛发医疗 | +0.88% | | | | 影视院线 | +0.84% | | | 9 | 辅助生殖 | +0.85196 | | | 代码 | 名称 | 演唱歌 现价 | | | 832786 骑士乳业 | | +21.12% | 13. ...