集采“反内卷”催化医疗器械，指数多个持仓股20cm涨停

Group 1 - A-shares showed mixed performance on August 7, with the Shanghai Composite Index up 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.18% and 0.68% respectively [1] - The medical device sector emerged as a leader in the A-share market, with the Medical Device ETF (562600) rising by 1.21% and several constituent stocks, including Lide Man (300289), Sainuo Medical, and Zhonghong Medical (300981), hitting the daily limit [1] - The 11th batch of national drug procurement has officially started, involving 55 mature products, with an emphasis on optimizing reporting rules and adhering to the principle of "anti-involution" [1] Group 2 - Institutions believe that the medical device sector may be at a turning point due to the "anti-involution" backdrop, with Citic Securities highlighting that recent policy signals support the development of innovative drugs and devices [2] - The Medical Device ETF (562600) serves as a convenient tool for investors to capture growth opportunities in the medical device industry, tracking the CSI All-Share Medical Device Index, which includes 100 representative companies [2] - The medical device industry constitutes a significant 89.08% of the index, indicating a high concentration that allows for precise capture of the sector's growth dividends [2]