Group 1 - The core viewpoint of the article highlights the increasing demand for assisted reproductive technology in China, driven by demographic changes and policy support [1] - On July 31, shareholders of Jinxin Fertility (01951) transferred shares worth HKD 278 million to the Hong Kong Stock Connect, representing 3.12% of the total [1] - Haitong International's recent research indicates that the average fertility age in China is approaching 30, with a rising proportion of older mothers, significantly increasing the demand for assisted reproductive technology [1] Group 2 - The period from 2023 to 2025 will see the expansion of assisted reproduction services being included in national health insurance, which is expected to release pent-up demand following policy implementation [1] - The supply-side landscape of the industry is stabilizing, with a tightening of license issuance, which may benefit leading private companies like Jinxin Fertility [1] - Jinxin Fertility is positioned to leverage its technological advantages and accumulated case studies, particularly in third-generation IVF licenses, to capture incremental demand [1]
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