医疗器械ETF（562600）四连阳收涨0.62%，机构建议增加医疗器械板块配置

Group 1 - The medical device sector has seen a continuous rise, with the medical device ETF (562600) achieving four consecutive days of gains, closing up 0.62% on August 25. Notable stocks such as Meihao Medical, Lepu Medical, and Toukeng Life have seen significant increases of 14.49%, 13.55%, and 10.70% respectively [1] - The medical device ETF (562600) has attracted substantial capital, with net inflows recorded on 4 out of the last 5 trading days, totaling 46.25 million yuan, and 8 out of the last 10 trading days, amounting to 84.87 million yuan [1] - The recent press conference on the "14th Five-Year Plan" emphasized comprehensive support for the high-quality development of the pharmaceutical industry, including reforms in review and approval systems and the establishment of expedited approval channels for breakthrough therapies [1] Group 2 - Everbright Securities recommends increasing allocation to the medical device sector, anticipating that supportive policies from the National Medical Products Administration will drive rapid development in high-end imaging equipment, surgical robots, brain-computer interfaces, and AI+ healthcare [2] - The demand in the medical device industry, particularly in the equipment sector, has significantly improved since the second half of 2024, with expectations for a gradual recovery in industry scale growth [2] - The medical device ETF (562600) serves as a convenient tool for investors to capture growth opportunities in the medical device sector, tracking the CSI All Share Medical Device Index, which includes 100 representative companies across core medical fields [2]