医疗ETF（159828）涨超1.6%，政策预期改善提振创新药产业链

Group 1 - The National Healthcare Security Administration has clarified the principle of "new drugs not included in centralized procurement, centralized procurement for non-new drugs," alleviating market concerns regarding the inclusion of innovative drugs in centralized procurement, thus injecting stable policy expectations into the innovative drug industry [1] - The clarity of the policy is expected to enhance the willingness of innovative drug companies to invest in research and development, transitioning the industry from a "policy disturbance period" to a "clear rules period" [1] - The dynamic adjustment mechanism of the medical insurance catalog and the centralized procurement policy will work in tandem to shorten the commercialization cycle of innovative drugs and accelerate market penetration [1] Group 2 - The medical device industry is entering a dual-driven period of policy and technology, with replacement and technology going global becoming core trends [1] - There is an upgrade in the regulation of high-end medical devices, with policies driving innovation transformation and industry breakthroughs [1] - The medical ETF (159828) tracks the CSI Medical Index (399989), which selects listed companies in the medical device, medical services, and medical information sectors from the A-share market to reflect the overall performance of related listed companies in China's medical industry [1]