生物医药ETF（512290）涨超1.1%，政策与技术双轮驱动行业机遇

Group 1 - The pharmaceutical and biotechnology industry is entering a dual-driven phase of policy and technology, with innovative drug support policies advancing to phase 2. This will activate a new round of opportunities in the industry chain [1] - In the medical device sector, domestic substitution and technology export are becoming core trends. The market for cardiovascular precision diagnostic devices is expected to grow significantly, with the IVUS market size projected to increase from 1.76 billion yuan in 2024 to 5.11 billion yuan by 2030, and the coronary direct measurement FFR market expected to grow from 230 million yuan to 3.12 billion yuan [1] - The biopharmaceutical industry is experiencing intense competition and rapid technological iteration. State-owned capital entering the sector injects financial vitality, promoting R&D investment and industry chain integration, aiding companies in transitioning from scale expansion to innovation-driven growth [1] Group 2 - The reactivation of the dual financing channels of the Sci-Tech Innovation Board and Hong Kong stock market further enhances the full-cycle financing capabilities of pharmaceutical companies [1] - The 11th batch of centralized procurement demonstrates policy determination, highlighting the investment value of innovative drugs, with the industry overall rated for accumulation [1] - The Biopharmaceutical ETF (512290) tracks the CS Biomedicine Index (930726), which selects listed companies involved in biotechnology, pharmaceuticals, and medical devices from the Shanghai and Shenzhen markets to reflect the overall performance of related securities [1]