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]
锦欣生殖盘中涨超8% 政策红利逐步释放 公司为民营辅助生殖龙头