Group 1 - The medical health ETF Taikang (159760) has seen a 1.36% increase, marking its seventh consecutive rise, with a trading volume of 6.12% and a transaction value of 5.4675 million yuan, closing at 0.67 yuan [1] - The National Index for Public Health and Medical Health (980016) has risen by 1.42%, with significant gains in constituent stocks such as Teva Biopharmaceuticals (688278) up 10.99%, China Resources Double Crane (600062) up 7.97%, and Kelun Pharmaceutical (002422) up 5.93% [1] - Over the past week, the medical health ETF Taikang has accumulated a 6.08% increase, with its latest scale reaching 88.3645 million yuan, a three-month high [1] Group 2 - The National Healthcare Security Administration (NHSA) has initiated the 11th batch of centralized procurement, emphasizing principles of "stabilizing clinical practices, ensuring quality, preventing collusion, and countering internal competition" [2] - The NHSA has optimized procurement rules, moving away from a simple lowest price reference, which is expected to gradually improve drug prices in the pharmaceutical industry [2] - The NHSA's measures are anticipated to enhance the profitability of pharmaceutical companies as drug price competition returns to a healthier state [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the National Index for Public Health and Medical Health (980016) include WuXi AppTec (603259), Hengrui Medicine (600276), Mindray Medical (300760), and others, collectively accounting for 51.67% of the index [3]
医疗健康ETF泰康(159760)涨超1.3%冲击7连涨，“反内卷”政策明确，医药行业集采价格有望逐步改善
Xin Lang Cai Jing·2025-07-30 05:58