Ge Long Hui A P P·2025-12-16 02:24Core Viewpoint - The A-share market for dairy stocks continues to strengthen, with several companies experiencing significant gains following news of improved maternity insurance policies aimed at enhancing prenatal care and reducing out-of-pocket expenses for childbirth [1]. Group 1: Market Performance - Dairy stocks such as Huangshi Group, Nanjiao Food, and Yangguang Dairy have shown strong performance, with Huangshi Group achieving a 10.10% increase, Nanjiao Food rising by over 6%, and Yangguang Dairy increasing by over 5% [1]. - Other notable performers include Junyao Health and Panda Dairy, both rising over 4% [1]. Group 2: Policy Impact - The national medical insurance conference revealed plans to enhance maternity insurance, aiming for "no out-of-pocket" expenses for childbirth within policy limits by next year [1]. - Currently, seven provinces, including Jilin, Jiangsu, and Shandong, have fully covered hospitalization costs for childbirth within the policy framework [1]. Group 3: Company Data - Huangshi Group: Market cap of 3.812 billion, year-to-date increase of 26.17% [2]. - Nanjiao Food: Market cap of 9.542 billion, year-to-date increase of 33.49% [2]. - Yangguang Dairy: Market cap of 4.831 billion, year-to-date increase of 52.45% [2]. - Junyao Health: Market cap of 4.954 billion, year-to-date increase of 32.46% [2]. - Panda Dairy: Market cap of 3.520 billion, year-to-date increase of 12.63% [2].