Today, the medical device sector rose against the market trend, with Leadman, Sinomed, and Zhonghong Medical hitting the 20% limit-up, and Dabo Medical sealing the limit-up. The Medical Device ETF (562600) surged against the trend, outperforming the broader market.
On the news front, the 11th batch of national centralized drug procurement volume reporting has officially begun. This round of procurement involves 55 varieties, all of which are mature products with sufficient competition. In addition to optimized volume reporting rules, the 11th batch also emphasizes the principle of "anti-involution."
CITIC Securities noted in a research report that recent high-level statements have repeatedly highlighted principles such as "anti-involution" and "optimized procurement that no longer focuses solely on low prices," supporting the development of innovative drugs and devices. The clear signal of a policy inflection point suggests that the valuation and performance of the medical device sector are poised for recovery, highlighting key investment opportunities at this turning point.
The Medical Device ETF (562600) provides investors with a convenient tool to capture growth opportunities in the medical device industry with a single click. The ETF tracks the CSI All Share Medical Device Index, which carefully selects 100 representative listed securities covering core medical fields such as medical devices, medical services, and medical informatization. From an industry structure perspective, the index has a high concentration in the medical device sector at 89.08%, enabling precise capture of the sector's growth红利. Interested investors are encouraged to stay tuned.