重视中药配置机会！资金逆市布局，中药ETF(159647)连续3天获资金净流入

Group 1 - The Chinese medicine sector is experiencing a positive trend, with the Zhongzheng Traditional Chinese Medicine Index (930641) rising by 0.48% and several constituent stocks, such as Zhongsheng Pharmaceutical (002317) and Yabao Pharmaceutical (600351), showing significant gains of 6.44% and 3.74% respectively [1] - Despite a market adjustment from August 5 to 7, the Chinese medicine sector attracted capital inflows, with the Chinese Medicine ETF (159647) seeing a total net inflow of 20.21 million yuan over three days, averaging 6.74 million yuan per day [1] - The implementation of new labeling regulations for Chinese medicine pieces is expected to increase costs for small and medium-sized enterprises, while larger companies with robust R&D capabilities will adapt more easily, potentially leading to market consolidation [2] Group 2 - The top ten weighted stocks in the Zhongzheng Traditional Chinese Medicine Index account for 54.58% of the index, with notable companies including Yunnan Baiyao (000538) and Tongrentang (600085) [3] - The new regulations on labeling are aimed at improving product quality and market standards, which may lead to the elimination of non-compliant small enterprises, thereby enhancing the overall market environment [2] - The Chinese Medicine ETF closely tracks the Zhongzheng Traditional Chinese Medicine Index, which reflects the performance of listed companies involved in the production and sale of Chinese medicine [2]