情绪叠加政策双重催化，医疗器械指数ETF（159898）单周获7000万元资金净申购，最新规模刷新上市新高

Group 1 - The A-share market has seen a significant increase in trading volume, with the medical device sector gaining attention from investors after four years [1] - The medical device index ETF (159898) received over 70 million yuan in net inflows last week, bringing its total size to 336 million yuan, a new record since its listing [1] - Over the past 20 trading days, the ETF has seen net inflows in 17 of those days, totaling over 134 million yuan [1] Group 2 - Recent positive signals from medical device policies have contributed to the sustained increase in market investment in this sector [3] - The 11th batch of drug procurement has started, moving away from a simple lowest price reference, which is expected to benefit domestic manufacturers as prices may see marginal recovery [3] - The National Medical Insurance Administration has held multiple meetings to support innovative drugs and devices, indicating a comprehensive policy framework that will enhance industry innovation and benefit domestic companies with independent innovation capabilities [4] Group 3 - The National Medical Insurance Administration is promoting reforms in payment methods, focusing on disease-based payments to establish a unified and efficient medical insurance payment mechanism [4] - Analysts from Xiangcai Securities believe that despite ongoing cost control pressures in the pharmaceutical industry, the establishment of a multi-tiered payment system will stabilize the industry [4] - Industrial recovery is anticipated in the second half of the year as the impact of high-cost procurement gradually diminishes, with some products expected to see improved pricing and volume [4]