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医药板块回暖反弹,创业板50ETF嘉实(159373)近3月新增份额居可比基金头部

Group 1 - The liquidity of the ChiNext 50 ETF managed by Harvest has a turnover rate of 4.06% with a trading volume of 15.6495 million yuan, and the average daily trading volume over the past year is 35.3545 million yuan [3] - The fund has seen a significant increase in shares, with a growth of 19.5 million shares in the past three months, ranking among the top two in comparable funds [3] - The valuation of the ChiNext 50 Index is at a historical low, with the latest price-to-book ratio (PB) at 4.27 times, which is lower than 80.56% of the time over the past five years, indicating a strong value proposition [3] Group 2 - The pharmaceutical and biotechnology industry is expected to gradually recover in 2025 after a low period in 2024, which will stabilize the growth hormone sector [4] - In the medical device sector, there is a clear trend of replacement, with significant market potential in sub-segments like endoscopy and micro-electrophysiology, where domestic production rates are low [4] - The industry is benefiting from accelerated aging, improved medical insurance payment systems, and the application of AI technology, with innovative drugs and high-barrier fields such as blood products and anesthetics becoming the main development lines [4]