Group 1 - The core viewpoint is that domestic medical device companies are accelerating their international expansion supported by innovative medical device policies [1][2] - The medical device ETF (159883) has seen significant growth, with a net subscription of 14.8 million shares over the past week and a 2% increase on August 12 [1][3] - Heartbeat Medical's Hercules®-LP stent system has successfully completed its first clinical implantation in Malaysia, expanding its product line in that market [1][2] Group 2 - The Chinese medical device market is projected to exceed 1,032.8 billion yuan in 2023, maintaining its position as the second largest globally, driven by policy support, aging population, and technological innovation [2] - The government has issued opinions to promote the innovation and development of the brain-computer interface industry, with milestones set for 2027 and 2030 [1][2] - The medical device ETF (159883) is the largest in the A-share market, tracking the CSI All-Share Medical Device Index, which covers various sub-sectors [3]
国产医疗器械企业出海持续加速 关注医疗器械ETF(159883)配置机遇