医疗ETF（159828）涨超2.0%，政策明朗化助力创新药产业转型

Group 1 - The core viewpoint of the article highlights that the clarification of national medical insurance policies is expected to boost the innovative drug industry, marking the beginning of a policy dividend period for innovative drugs [1] - The National Medical Insurance Administration has established the principle of "new drugs not subject to centralized procurement, and centralized procurement applies to non-new drugs," which alleviates market concerns regarding the inclusion of innovative drugs in centralized procurement [1] - This policy clarity allows companies to more accurately formulate research and development plans and increase investment in core therapeutic areas, enhancing the predictability of returns on innovative drug R&D [1] Group 2 - The medical device industry is entering a dual-driven period of policy and technology, with domestic substitution and technology going abroad becoming core trends [1] - The dynamic adjustment mechanism of the medical insurance catalog and centralized procurement policies work in synergy, making the commercialization path for innovative drugs smoother and shortening the cycle from R&D to commercialization [1] - The favorable policies are expected to accelerate the R&D projects of domestic innovative drug companies in areas such as oncology and autoimmune diseases, thereby enhancing the global competitiveness of China's pharmaceutical industry [1] Group 3 - The medical ETF (159828) has risen over 2.0%, reflecting the positive impact of these policy changes on the market [1] - The medical ETF tracks the CSI Medical Index (399989), which selects listed companies involved in medical devices, medical services, and medical information technology from the Shanghai and Shenzhen A-share markets [1] - Investors without stock accounts can consider the GTJA CSI Medical ETF Connect A (012634) and GTJA CSI Medical ETF Connect C (012635) [1]