Official shots, three -child and auxiliary reproductive concept take off!A -share company layout, are you excited?

Zhongxin Jingwei, August 17th (Dong Wenbo) Under the joint efforts of the seventeenth departments to encourage fertility policies, on the 17th, A -shares three -child and auxiliary reproductive concept stocks were active. As of the closing, Weichuang and Hanshang Group rose by more than 7%. Changhong Technology rose more than 6%, and Tai'an Hall, Sinky, Changchun High -tech rose more than 3%.

The real estate sector is also active, the sector has risen by nearly 1%, the development of blue light has risen, China Merchants Shekou rose nearly 8%, Goldland Group rose more than 5%.

Gradually include assisted reproductive technology into medical insurance

On August 16th, the "Guidelines on Further Improve and Implement Active Perception Support Measures" (hereinafter referred to as "Opinions") issued by the National Health and Health Commission and the Ministry of Education and other 17 departments were officially announced.

The "Opinions" requires that a couple can have three children's policies and supporting support measures to give birth to a couple. 7 aspects, improve and implement active fertility support measures such as finance, taxation, insurance, education, housing, and employment, and propose 20 specific measures.

It is clear that strengthening reproductive health services, expanding the pilot of childbirth analgesia, standardizing related diagnosis and treatment, and improving the level of childbirth analgesia; guiding the promotion of medical institutions through health education, psychological counseling, traditional Chinese medicine services, drug treatment, surgical treatment, auxiliary reproductive technology, etc. means. Promote the construction of auxiliary reproductive technology systems, improve quality control networks, and strengthen service monitoring and information management.

The "Opinions" proposes that the local area should improve the policy of maternity vacation, starting from the functional positioning of ensuring the rights and interests of employees and the protection of the health rights of maternity employees; it is necessary to combine the actual reality of the cost of sharing the cost of employees, clarify the responsibilities of relevant parties, and take practical and effective measures to ensure the protection Employee holiday treatment.

At the same time, it is emphasized that the improvement of related social insurance systems such as maternity insurance, the national unified standards and formulating the improvement of the payment policy for maternity insurance, and strengthening maternity insurance on the fertility medical expenses of women's employees and the treatment of maternity allowances; guide local medical insurance for local comprehensive consideration ( Factors including maternity insurance) funds can withstand capabilities and related technical norms, and gradually incorporate appropriate childbirth analgesic and auxiliary reproductive technology projects in the fund payment scope according to procedures.

According to the incomplete statistics of the "V View Finance Report", on February 21 this year, the Beijing Medical Insurance Bureau announced that 16 auxiliary reproductive technology projects were included in the scope of category A in the medical insurance category and officially implemented on March 26. The Shanghai Medical Insurance Bureau held a research meeting to study the possibility of assisted fertility into medical insurance.

The Sichuan Provincial Health and Health Commission stated that it intends to learn from the practices of the province and cities, and actively strive to include common auxiliary reproductive technology projects in the scope of medical insurance reimbursement.

In addition to the auxiliary reproductive, it is worth noting that the "Opinions" also proposes to accelerate the development of affordable rental housing and promote the resolution of new citizens and young people such as group housing difficulties; further improve the support measures for public rental housing security on promoting active fertility. Housing policies are inclined to multi -children families. For the first -time -living children families who buy their first self -occupied housing, cities with conditions can give relevant support policies such as appropriate increase in housing provident fund loan quotas.

Yan Yuejin, the research director of the Think Tank Center of the E -House Research Institute, believes that the policy not only absorbs the innovative practices of some places in the past two years, but also provides policy guidance for the active practice of the next step. It is expected that various types of policies to support three -child household housing in the second half of the year will increase significantly, which will truly promote the implementation of the goals of the three -child family's fertility and house purchase goals in various places.

A -share company layout

According to public information, the auxiliary reproductive technology is an important method for treating infertility. It refers to the use of medical auxiliary methods to help infertile couple pregnancy, including artificial insemination, supporting transplantation, in vitro fertilization-embryo transplantation. Artificial insemination and IVF babies.

Wind data shows that among the current A -share listed companies, there are 22 auxiliary reproductive concept stocks, which cover infertility treatment, auxiliary reproductive gene technology, auxiliary reproductive medical services, progesterone drugs, etc. Of the 7 companies that have disclosed the performance report in the first half of the year, the best performance was Lizhu Group, which achieved a net profit of 1.018 billion yuan in net profit, a slight decrease of 4.23%year -on -year.

The company's semi -annual report shows that in the second quarter, the 310 group of Pension Insurance Fund held a newly held 2.5456 million shares, becoming the tenth largest circulation shareholder; social security funds increased their holdings of 5.3135 million shares, and the seventh largest shareholders from the first quarter report became the fourth largest largest major shareholder to become the fourth largest largest major shareholder. shareholder.

In addition, while profitable in the first half of Watson Biological and Dargovang, the performance has achieved positive growth year -on -year.

In addition to the auxiliary reproductive concept stocks, A -share listed companies currently have 30 three -child concept stocks. Not only that, more and more A -share companies are also deploying "three children" related industries.

For example, Anke Bio's interactive platform stated that the company has conducted a strategic layout in the fields of growth, development, auxiliary reproduction, and precision medical care. The reproductive field also developed the product line of diagnostic reagents for men's and female infertility testing.

*ST Yikang said that the core of the company's business is the operation and service of medical institutions and the operation and service of the elderly community. Auxiliary reproduction is one of the diagnosis and treatment business of many medical institutions.

Galaxy Securities previously pointed out that China's auxiliary reproductive market has a low penetration rate and has a broad space. In 2018, about 568,000 patients in my country received auxiliary fertility services, accounting for only 1.2%of 47.8 million infertile couples in the same year. In the future, with the deepening of the awareness of the auxiliary reproductive technology, the improvement of per capita disposable income, and the liberalization of the policy of encouraging fertility, the penetration rate of China's auxiliary reproduction is expected to continue to increase. Ping An Securities introduced in the latest research report that the number of infertility patients in my country will have a large number. According to Shalvin's data, in 2023, the proportion of infertility people in my country will reach 18%. my country's IVF (in vitro fertilization-embryo transplantation) is generally 40,000 yuan, and the penetration rate is about 7%. Compared with the penetration rate of more than 30%in the United States, it is still low.

Ping An Securities believes that higher prices have discouraged some low -income groups on auxiliary reproductive projects, resulting in a slower rate of increased the auxiliary reproductive penetration. The state attaches great importance to the decline in fertility, and some projects that auxiliary reproductives are expected to accelerate the inclusion of medical insurance. With the entry of auxiliary reproductive projects in the future, it will improve the permission of patients, and it is expected to promote the rapid release of the demand side, thereby promoting the development of the industry. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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