人民财讯12月17日电，云南省人民政府办公厅印发《关于加快完善生育支持政策体系推动建设生育友好 型社会的十五条措施》，其中提出，加强住房支持政策。加大对多子女家庭购房支持力度，全面落 实"二孩、三孩家庭购置首套和二套改善性住房，公积金贷款额度上浮20%、30%"政策。支持筹集一定 数量超过70平方米的保障性租赁住房用于解决多子女家庭住房困难问题。加快发展住房租赁市场，逐步 使租购住房群体享有同等义务教育阶段就近入学、优质医疗服务、养老服务等公共服务权利。 ...

@ 育龄家庭 五五"规划建议提到了 这些生育支持政策 倡导积极婚育观 优化生育支持政策和激励措施 发挥育儿补贴和个人所得税抵扣政策作用 有效降低家庭生育养育教育成本 完善生育保险制度 落实生育休假制度 实施早孕关爱行动、孕育和出生缺陷防治能 力提升计划 深入开展托育服务补助示范试点 发展普惠托育和托幼一体化服务,逐步完善 相关制度 记者：彭韵佳 海报制作：栾若卉 新华社国内部出品 ...

此外，青海省积极构建覆盖城乡，涵盖婚前、孕前、孕期、新生儿和儿童各阶段的出生缺陷防治体系， 全省婚检率达70%以上，孕前优生健康检查率和新生儿先心病筛查率保持在90%以上，新生儿疾病筛查 率达95.3%。(完) 中新网西宁12月16日电 (潘雨洁)16日，记者从青海省卫生健康事业"十四五"成就新闻发布会获悉，今年 以来该省发放育儿补贴资金5.4亿元(人民币，下同)，惠及17万名婴幼儿。 据悉，"十四五"以来，青海官方出台优化完善生育支持一揽子政策，降低家庭生育养育成本，加强婴幼 儿健康服务保障；中央和省级财政累计投入3.99亿元，加强妇幼健康服务体系与能力建设。 青海省卫生健康委党组成员、副主任张雪飞介绍，该省修订《青海省人口与计划生育条例》，完善生育 休假制度，对符合法律规定生育子女的夫妻，除享受国家规定的假期外，奖励女方生育假90天，也即生 育假达188天，给予男方看护假15天；鼓励用人单位对子女不满三周岁的夫妻双方每年各给予15天育儿 假。各市州结合当地实际延长生育假、看护假和育儿假。 资料图为青海省西宁市某"向日葵亲子小屋"项目点内，小朋友在玩耍。马铭言 摄 通过发展社区嵌入式托育、托幼一体化服务、支 ...

Investment Rating - The report rates the industry as "Recommended" [1][10] Core Insights - The National Medical Insurance Administration aims to achieve "no out-of-pocket" expenses for childbirth within the policy scope by 2026, which includes incorporating suitable childbirth pain relief projects into the insurance coverage [2][3] - The number of people covered by maternity insurance reached 255 million during the 14th Five-Year Plan, with nearly 95% of coordinated areas directly distributing maternity allowances to insured individuals [2] - The supportive policies for childbirth are expected to continue, creating a more favorable environment for childbirth, with various subsidies and tax deductions being implemented [3][4] Summary by Sections Event Overview - On December 13, 2025, the National Medical Insurance Work Conference was held, where multiple data and measures were announced, including the goal of achieving "no out-of-pocket" expenses for childbirth by 2026 [1] Analysis and Judgment - The National Medical Insurance Administration's goal for 2026 includes expanding coverage to flexible employment workers, migrant workers, and new employment forms, while also enhancing prenatal care expense coverage [2] Supportive Policies - The implementation of the childcare subsidy system, which provides 3,600 yuan per year for each eligible child under three years old, is part of a broader effort to improve the childbirth support system [3] Market Opportunities - The report indicates that nearly 70% of newborns are in third-tier cities and below, suggesting that childcare subsidies will significantly lower family costs and boost birth rates, particularly benefiting the lower-tier markets [4] Investment Recommendations - The report suggests that the favorable childbirth policies will likely continue, benefiting maternal and infant consumer goods, and recommends specific companies such as Kidswant, Saint Bella, and others for investment [5]

其中，皇氏集团、均瑶健康、南侨食品、阳光乳业涨停，骑士乳业涨超8%，三元股份、贝因美等跟涨。 | 代码 | 名称 | 张幅号 张庆 | 现价 | | --- | --- | --- | --- | | 300997 欢乐家 | | +19.98% 44.62 | 27.74 | | 002329 皇氏集团 | | +10.05% +0.38 | 4.16 | | 605388 均瑶健康 | | +10.04% +0.72 | 7.89 | | 605339 南侨食品 | | +10.02% +1.93 | 21.19 | | 001318 阳光影 | | +9.97% +1.47 | 16.21 | | 77786 骑士歌,业 | | +8.86% +0.84 | 10.32 | | 600429 三元股份 | | +5.36% +0.29 | 5.70 | | 002570 贝因美 | | +5.26% +0.32 | 6.40 | | 300898 熊猫乳品 | | +5.01% +1.30 | 27.23 | | 002719 麦越尔 | | +4.94% +0.41 5 紓壓ໂ | | 今日A股市场婴 ...

本月初，锦欣生殖发布公告称，董事会已议决利用购回授权，以不时在公开市场上按不少于1亿港元的 总价格购回股份。据锦欣生殖投资者关系消息，上周公司回购股份2322.4万股，耗资5771.7万港币。截 止目前，本月已完成回购3094.6万股，总金额7751.5万港币。公司表示未来将继续专注提升经营业绩， 推动公司内在价值增长，致力为股东创造可持续的回报。 锦欣生殖(01951)涨超3%，截至发稿，涨3.59%，报2.6港元，成交额4539.81万港元。 消息面上，12月13日，全国医疗保障工作会议在北京召开。会上提到，要积极适应人口发展战略，推动 生育保险和长期护理保险发展。其中包括，合理提升产前检查医疗费用保障水平，力争全国基本实现政 策范围内分娩个人"无自付"。会议提出，2025年，31个省(区、市)及新疆生产建设兵团均已将符合条件 的辅助生殖项目纳入医保，7个省份实现政策范围内住院分娩医疗费用全额保障，95%的统筹区将生育 津贴直接发放给参保人。 ...

Core Insights - The central economic work conference emphasized the goal of "stabilizing the new birth population scale," indicating a potential strengthening of fertility policies in response to demographic challenges [1][14][15] Group 1: Fertility Policies - The conference has consistently addressed fertility policies for five consecutive years, with this year's focus on specific population targets rather than just implementation strategies [1][3] - A new round of fertility support policies is set to be established, with measures including tax deductions for childcare costs and financial support for families with children under three years old [4][17] - The total number of childcare service institutions has reached 126,000, with a total capacity of 6.657 million, exceeding the target set in the 14th Five-Year Plan [4][17] Group 2: Education Resource Allocation - Changes in the birth population and demographic structure will significantly impact education, healthcare, and social welfare policies [2][19] - The conference proposed adjustments to education resource allocation, including increasing high school enrollment and expanding quality undergraduate admissions [6][20] - In 2024, the number of high school enrollments is projected to exceed 10.36 million, marking a significant increase from the previous year [21] Group 3: Fiscal Policy Adjustments - The conference highlighted the need to optimize fiscal expenditure structures, particularly in education, healthcare, and elderly care, while addressing local fiscal challenges [9][23] - Central government transfers to local governments are projected to reach 1,034.15 billion yuan in 2025, reflecting an 8.4% increase [23] - The implementation of free preschool education will cover all kindergarten children nationwide, benefiting approximately 12 million children [10][24]

Group 1 - The central economic work conference emphasizes the goal of "stabilizing the new birth population scale," indicating a potential strengthening of fertility policies in response to demographic challenges [1][2] - The introduction of various supportive policies, including free preschool education and birth subsidies, reflects a commitment to invest in human capital despite fiscal constraints [1][4] - The number of childcare institutions has reached 126,000, with a total of 6.657 million childcare spots, exceeding the target set in the 14th Five-Year Plan [4] Group 2 - The changing demographics, particularly the decline in school-age populations, necessitate adjustments in educational resource allocation, with a focus on increasing high school and quality higher education enrollment [5][6] - The Ministry of Education reports that ordinary high school enrollment has surpassed 10 million for the first time, indicating a significant increase in educational demand [7] - The central economic work conference calls for optimizing fiscal expenditure structures to enhance social welfare, particularly in education, healthcare, and elderly care [9][10] Group 3 - The central government plans to increase transfer payments to local governments by 8.4% in 2025, ensuring the sustainability of free preschool education across the country [10][11] - The implementation of long-term care insurance and expansion of rehabilitation services are crucial in addressing the needs of an aging population [12] - The focus on creating a "birth-friendly" community is essential for encouraging higher birth rates, alongside the provision of accessible childcare services [12]

北京商报讯(记者和岳)12月11日，在市新闻办举行的首都"十四五"规划高质量收官系列主题新闻发布会 ——全面深化改革专场上，市教委相关负责人介绍，北京围绕生育全周期建立了涵盖生育、养育、教育 各阶段，医疗、教育、税收、就业、住房、交通、保险等各领域，全人群全方位的生育支持和生育友好 政策体系，部门协同推动各项工作取得积极进展，例如近期比较受关注的针对0-3岁婴幼儿的育儿补贴 顺利发放，首批审核通过的28.6万人已经领取到每孩每月300元的资金补贴。 ...

Group 1 - The core viewpoint of the news is that Jingmen City has introduced comprehensive measures to support fertility, aiming to reduce the costs associated with childbirth, upbringing, and education, effective from January 1, 2026 [1] Group 2 - The measures include various financial incentives such as free pre-marital medical checks for newlyweds, free prenatal health checks for couples preparing for pregnancy, and free non-invasive prenatal genetic testing for registered pregnant women [1] - Families requiring assisted reproduction can receive subsidies of up to 3,000 yuan for artificial insemination and up to 10,000 yuan for in vitro fertilization [1] - For employees giving birth to a second or third child, maternity leave is extended by 15 days and 30 days respectively, while partner caregiving leave is extended by 5 days and 10 days [1] - Families with a second or third child purchasing new homes in urban areas can receive one-time housing subsidies of 20,000 yuan and 40,000 yuan respectively, which can be combined with other subsidies [1] Group 3 - As of the end of 2024, Jingmen's permanent population is projected to be 2.5507 million, with a net population increase of 49,000 through industrial attraction and policy support, including 36,500 university students [1] - Nationwide, as of July 2023, all provinces and regions have included assisted reproductive technology in insurance reimbursement, benefiting over 1 million people in 2024 [3] - Some provinces have also included pain relief during childbirth in the reimbursement scope, further alleviating the financial burden on pregnant women [3] Group 4 - In Guangzhou, over 7,000 mothers have reported minimal out-of-pocket expenses for childbirth due to insurance reimbursements, with some spending less than 10 yuan or even nothing at all [5]