Sou Hu Cai Jing·2025-07-14 02:35Group 1 - The core viewpoint is that the medical innovation sector is experiencing a phase of differentiation, with a focus on innovative drugs and performance-driven stocks [2] - The Medical Innovation ETF (516820) has seen a net inflow of 57.86 million yuan recently, indicating positive market sentiment towards the sector [1] - The industry is expected to continue stable and sustainable growth in healthcare spending, with innovation and high-end manufacturing being key drivers for future investment opportunities [3] Group 2 - The report suggests that innovative drugs remain the most promising sub-industry within the pharmaceutical sector, with a clear upward trend and growth potential [2] - There is a recommendation to actively invest in high-performing segments such as CRO&CDMO, GLP-1, and specialty raw materials, which are expected to show improvement [2] - The CS Pharmaceutical Innovation Index, which the Medical Innovation ETF tracks, uses objective quantitative indicators to select stocks in high-growth areas, making it a unique investment vehicle in the market [2]