China Population Policies Impact on Healthcare Companies Series – Part 2

817 Views03 Oct 2023 09:19
SUMMARY
  • Several provinces have successively introduced policies to encourage childbirth. Increasing medical insurance reimbursement and special additional deduction standards for personal income tax would be the common direction.
  • This year is mainly a period of intensive introduction of relevant fertility support policies, so the impact on company’s performance is limited.The focus would be on next year's financial results.
  • We analyzed the performance of Livzon Pharmaceutical Group In (000513 CH),BGI Genomics (300676 CH) and Jinxin Fertility Group (1951 HK) based on their 23H1 reports, and adjusted our forecast accordingly.
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Xinyao (Criss) Wang
HK/China Healthcare Analyst (ex-Fosun Pharma)
ChinaHealth CareEquity Bottom-UpThematic (Sector/Industry)
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