Furui Co.,Ltd(SZ:300049) Xin Lang Ji Jin·2025-08-19 02:31Group 1 - The core viewpoint of the news highlights the active performance of the medical device sector, with significant gains in related stocks and ETFs, particularly driven by the approval of a new drug for treating metabolic dysfunction-associated fatty liver disease [1] - The medical ETF (512170) opened high and reached a peak increase of 1.84%, achieving a new annual high with trading volume surpassing 500 million yuan [1] - The approval of Wegovy by the FDA for treating patients with MASH is expected to accelerate the market for diagnostic equipment, benefiting companies like Furuya Co., which is positioned as a key player in this segment [1] Group 2 - The innovative drug sector continues to show strong performance, with companies like Ganli Pharmaceutical hitting the daily limit, and the pharmaceutical ETF (562050) reaching a new high since its launch [2] - The National Medical Insurance Administration has announced a list of 121 drugs, including high-priced innovative drugs, seeking new payment methods through commercial insurance [4] - The estimated market size for innovative drugs and devices in China is projected to reach approximately 1.62 trillion yuan in 2024, with expectations to exceed 1 trillion yuan by 2035 [4] Group 3 - Recent institutional insights suggest that the pharmaceutical sector, particularly innovative drugs, is viewed positively, while the medical device sector is also gaining attention as a low-position opportunity [5] - Investment strategies are recommended to focus on the largest medical ETF (512170) and its linked funds, emphasizing a mix of medical devices and services, alongside leading pharmaceutical companies [5]