里昂发布研报称，呼和浩特育儿补贴金额及覆盖期限均超出市场预期。虽然不认为这个金额及覆盖期限会成为常态，但相信呼和浩特市的生育补贴应会提升市场预期，主要由于各级政府推动生育的决心；以及其他地区将逐渐推出更多鼓励性政策。里昂表示，虽然现阶段难以评估政策对生育率的最终影响，但认为更高的预期将提振短期内与婴儿相关股票的投资情绪，预计中国飞鹤将受益最多。Source: Zhitong Finance.
The Infants-Related stocks have further expanded their gains, as of the time of writing, $JXR (01951.HK)$up nearly 29%, $CHINA FEIHE (06186.HK)$、 $GOODBABY INTL (01086.HK)$、 $AUSNUTRIA (01717.HK)$ Grew more than 15%.
In terms of news, on March 13, the Health Commission of Hohhot issued local fertility subsidy details, with the highest subsidy for a single child reaching 0.1 million yuan. Citigroup stated that the policy released by Hohhot exceeded expectations, anticipating that more local governments will follow suit in the short term. In addition, relevant departments in Shenzhen today stated that national departments are studying a childcare subsidy program, and our city will actively and prudently implement it according to national deployment.
Citi released a Research Report stating that the amount and duration of the childcare subsidy in Hohhot exceed market expectations. Although it does not believe this amount and duration will become the norm, it believes that Hohhot's fertility subsidies should enhance market expectations, mainly due to the determination of governments at all levels to promote childbirth; and other regions will gradually introduce more encouraging policies. Citi stated that although it is currently difficult to assess the final impact of the policy on birth rates, it believes that higher expectations will boost short-term investment sentiment in Infants-Related stocks, with CHINA FEIHE expected to benefit the most.
Editor/jayden
Comment(4)
Reason For Report