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</p><p><p>　　嬰童概念股多數(shù)高開，截至發(fā)稿，錦欣生殖(01951)漲8.93%，報(bào)3.66港元；H&H國際控股(01112)漲7.33%，報(bào)12.3港元；貝康醫(yī)療-B(02170)漲5.19%，報(bào)3.04港元；中國飛鶴(06186)漲5.12%，報(bào)4.93港元；圣貝拉(02508)漲3.13%，報(bào)7.9港元。</p><p>　　消息面上，據(jù)新華社報(bào)道，7月28日，國家育兒補(bǔ)貼制度實(shí)施方案公布，從2025年1月1日起，無論一孩、二孩、三孩，每年均可領(lǐng)取3600元補(bǔ)貼，直至年滿3周歲。其中，對(duì)2025年1月1日之前出生、不滿3周歲的嬰幼兒，按應(yīng)補(bǔ)貼月數(shù)折算計(jì)發(fā)補(bǔ)貼。國家衛(wèi)生健康委有關(guān)負(fù)責(zé)人表示，這是一項(xiàng)全國性的重要民生政策，面向育兒家庭全國范圍全面直接發(fā)放現(xiàn)金補(bǔ)貼，將助力降低家庭生育養(yǎng)育成本，預(yù)計(jì)每年惠及2000多萬個(gè)嬰幼兒家庭。</p><p>　　華泰證券指出，當(dāng)前全國范圍內(nèi)的生育刺激政策正在加速落地。政策從預(yù)期到細(xì)化落地，中央財(cái)政發(fā)力釋放重大信號(hào)，有望帶動(dòng)地方加速跟進(jìn)，多措并舉托底消費(fèi)信心，疊加新生人口回升催化母嬰需求，看好嬰幼兒奶粉板塊需求改善。<a class="singleStock" target="_blank" onmouseover="javascript:tip.createStockTips (event,'hs_002926','華西證券')" >華西證券</a>（<a class="art_links" target="_blank" >002926</a>）認(rèn)為，短期看，育兒補(bǔ)貼直接降低家庭生育成本，提振生育意愿，下沉市場更加受益，利好母嬰消費(fèi)品、月子中心；長期需配套托育、教育等政策，利好早教及少年培訓(xùn)機(jī)構(gòu)。</p></p> </div> <p class="bottomSign 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