Xin Lang Ji Jin·2025-09-01 06:11Group 1 - The A-share pharmaceutical sector continues to show strength, with the only ETF tracking the pharmaceutical index (562050) reaching a new high of 1.150 yuan, up 3% [1] - The ETF covers 50 leading pharmaceutical companies, heavily investing in innovative drugs while also considering traditional Chinese medicine [1] - Notable stock performances include a surge of over 16% for Xingqi Eye Hospital, with several companies like Changchun High-tech and Huahai Pharmaceutical hitting the daily limit [1] Group 2 - On August 28, the National Healthcare Security Administration announced the preliminary review of the 2025 medical insurance and commercial insurance innovative drug directory, focusing on new drugs [3] - The approval of 210 innovative drugs and 269 innovative medical devices during the 14th Five-Year Plan period indicates a sustained growth trend in the sector [3] - China's biopharmaceutical market has become the second largest globally, with approximately 30% of innovative drugs under development worldwide [3] Group 3 - The government emphasizes the need for high-quality technological supply and policy support to enhance the biopharmaceutical industry, aiming for the development of more effective new drugs [3] - Traditional Chinese medicine is also highlighted, with a focus on innovation to promote its modernization and industrialization [3] Group 4 - Investment opportunities are identified in leading pharmaceutical companies through the only pharmaceutical ETF (562050) and its linked fund (024986), which focuses on innovative drugs and high-barrier generic drugs [4] - The largest medical ETF (512170) is recommended for exposure to medical devices and services, with a significant correlation to AI healthcare [4]