Xin Lang Ji Jin·2025-08-21 02:34Group 1 - The medical sector is active, with the largest medical ETF in A-shares (512170) seeing a price increase of over 1% and a trading volume of 322 million yuan, ranking first among similar ETFs [1] - The latest fund size of the medical ETF is 27.36 billion yuan, with significant gains in constituent stocks such as Meihao Medical, Kaili Medical, and Huaxi Biological, where Meihao Medical hit a 20% limit up [1] - Major weighted stocks like Mindray Medical and United Imaging also experienced gains exceeding 3% [1] Group 2 - Gilead Sciences announced a 100% prevention efficacy of its HIV-1 capsid inhibitor lenacapavir in phase 3 clinical trials [3] - Major companies like Midea and Haier are accelerating their investments in the healthcare sector, focusing on medical imaging and low-temperature storage [3] - The medical device sector is benefiting from policy support and innovation, with a focus on high-certainty performance in specific sub-sectors during the mid-year reporting period [3] Group 3 - The National Healthcare Security Administration has published an initial review list for innovative drugs, indicating a significant increase in the number of drug generic names passing initial review compared to 2024 [3] - The "anti-involution" principle in centralized procurement is established, leading to a gradual easing of policy impacts, which may improve profitability in the medical device industry [3] - The domestic leading companies in the in-vitro diagnostics field are rapidly increasing their market share, and high-value consumables are expected to see a recovery in performance and valuation due to the easing of centralized procurement policies [3]