生物医药ETF（512290）涨超1.4%，医药“反内卷”、集采优化或带来医药投资机会

Group 1 - The core viewpoint of the news is that the optimization of drug procurement rules in China aims to prevent excessive price competition and improve the quality of medical supplies, particularly in the context of the eleventh batch of centralized procurement [1] - The National Healthcare Security Administration has announced that the price calculation anchor for the eleventh batch of centralized procurement will no longer simply use the lowest bid as a reference, leading to a more moderate price reduction [1] - The optimization of drug procurement rules is expected to extend to high-value medical consumables, which are currently under pressure to reduce prices, indicating potential growth opportunities in this sector [1] Group 2 - The Biopharmaceutical ETF (512290) tracks the CS Biomedicine Index (930726), which reflects the overall performance of listed companies in the biopharmaceutical sector, including biotechnology and medical devices [2] - The CS Biomedicine Index is characterized by significant innovation and growth attributes, effectively capturing market trends in the biopharmaceutical industry [2] - Investors without stock accounts can consider the Guotai CSI Biopharmaceutical ETF Connect A (006756) and Connect C (006757) for exposure to this sector [2]