Core Viewpoint - The innovation drug sector is experiencing active trading, supported by favorable policies and market sentiment, with significant inflows into related ETFs [5][6]. ETF Performance - The Biopharmaceutical ETF (159859) has a scale of 3.248 billion, leading among similar products, and has seen a slight increase of 0.46% [2]. - The Innovation Drug ETF Tianhong (517380) has increased by 0.73% and has a scale of 440 million, also showing premium trading [2][3]. - The Medical Device ETF (159873) has decreased by 0.16%, but some component stocks have shown positive performance [3]. Fund Flows - The Innovation Drug ETF Tianhong (517380) has attracted over 44 million in net inflows over the past three days, indicating strong investor interest [3]. Market Sentiment and Policy Support - The National Medical Insurance Administration has held discussions to support the high-quality development of innovative drugs and medical devices, signaling strong governmental backing for the sector [5]. - Recent brokerage reports indicate a positive outlook for the electronic and biopharmaceutical sectors, with 25 stocks receiving upgraded ratings [5]. Industry Outlook - According to Zhongyin International, the pharmaceutical sector is gradually recovering from the impact of centralized procurement, with an optimistic view on valuation opportunities as policies improve and companies' profitability enhances [6].
同标的规模最大的生物医药ETF(159859)涨0.46%,创新药ETF天弘(517380)近3日持续获资金净流入,医疗设备ETF(159873)盘中溢价交易
2 1 Shi Ji Jing Ji Bao Dao·2025-07-30 02:06