据悉，自2023年北京、广西将辅助生殖纳入医保报销范围，此后多个省份陆续跟进，截至2024年9月，已达到20个省份。另外广东、云南也明确在10月纳入，届时至少有22个省份将辅助生殖纳入医保。海通国际认为，辅助生殖纳入医保的政策逐步推进，有望催化公司业绩。华创证券表示，鉴于辅助生殖纳入医保未来有望加速带来行业渗透率提升，凭借较强的运营整合能力、优秀的品牌和平台，公司市占率（取卵周期数）有望稳步提升。JXR (01951) rose more than 7%, as of the time of publication, it increased by 7.49%, closing at HKD 2.44, with a turnover of 36.1502 million Hong Kong dollars.
According to the Futu Securities app, JXR (01951) rose more than 7%, as of the time of publication, it increased by 7.49%, closing at HKD 2.44, with a turnover of 36.1502 million Hong Kong dollars.
On the news front, in recent times, many places have announced the inclusion of multiple assisted reproduction medical projects in medical insurance. Hubei Province will include 8 assisted reproduction medical service projects such as "egg retrieval" in the scope of medical insurance payments, effective from September 15; Guangdong Province will include 8 assisted reproduction medical service projects such as "egg retrieval" in the scope of medical insurance payments, effective from October 1; Yunnan Province will include 12 assisted reproduction medical service projects such as "egg retrieval" in the scope of medical insurance payments, effective from October 10.
It is reported that starting from 2023, Beijing and Guangxi will include assisted reproduction in the scope of medical insurance reimbursement, followed by many provinces. By September 2024, it has reached 20 provinces. In addition, Guangdong and Yunnan will also be explicitly included in October, by then, at least 22 provinces will include assisted reproduction in medical insurance. Haitong Int'l believes that the policy of including assisted reproduction in medical insurance is gradually advancing, which is expected to catalyze the company's performance. Huachuang Securities stated that considering the future acceleration of the penetration rate of assisted reproduction into medical insurance, with its strong operational integration capabilities, excellent brand, and platform, the company's market share (number of egg retrieval cycles) is expected to steadily increase.
