冲击7连阳！医疗器械指数ETF（159898）午后冲高大涨2.36%，板块反转要来了？

Core Viewpoint - The medical device sector has seen significant inflows of capital recently, with the medical device index being the top-performing sub-sector in the pharmaceutical industry, indicating a potential turnaround in market sentiment [1][4]. Group 1: Market Performance - As of July 23, the medical device index recorded a net subscription of 356 million CNY in a week, leading among pharmaceutical thematic indices [1]. - The medical device index ETF (159898) experienced a net inflow of nearly 16 million CNY over the past five days, with a notable increase of 2.36% in its value, marking a seven-day upward trend [1][2]. - Key stocks within the sector, such as Wanfu Biology and Da'an Gene, saw significant price increases, with Wanfu Biology rising over 11% [1]. Group 2: Policy and Industry Trends - The collection and procurement rules have been refined over the past 2-3 years, leading to predictable bidding prices, with multiple categories completing follow-up procurement [4]. - The medical device sector is expected to benefit from a concentrated rollout of equipment update policies in the second half of 2024, which may lead to a surge in terminal procurement [4]. - Companies in the medical device sector are increasingly focusing on international markets due to anticipated slow growth in the domestic market, with Southeast Asia, Europe, and South America being primary targets for expansion [4]. Group 3: Future Outlook - Analysts suggest focusing on the equipment sector's elasticity and emerging technologies such as AI in healthcare and brain-computer interfaces in the latter half of the year [4]. - The impact of centralized procurement on high-value consumables is gradually diminishing, indicating a potential improvement in the fundamentals of related companies [4]. - The IVD sector may face short-term performance pressure due to procurement policies, but there are opportunities in international expansion for relevant companies [4].