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]
港股异动 | 锦欣生殖(01951)盘中涨超8% 政策红利逐步释放 公司为民营辅助生殖龙头