Allist(SH:688578) Zhi Tong Cai Jing·2025-09-01 09:20Group 1 - The core viewpoint of the report indicates that the China Europe Medical Health Fund, managed by Guo Lan and Zhao Lei, has achieved a year-to-date return of 28.82%, outperforming other funds in the same category [1] - The fund has increased its holdings in the innovative pharmaceutical and medical device industry chain, particularly in Elysium (688578.SH) [1] - The top ten holdings of the fund include prominent companies such as WuXi AppTec (603259), Hengrui Medicine (600276), and Kanglong Chemical (300759), with significant investments in these firms [2][3] Group 2 - Elysium's shareholding has increased by 2627.32% compared to the end of last year, indicating a strong bullish sentiment [3] - Notable reductions in holdings include Hengrui Medicine, which decreased from 67.17 million shares to 57.49 million shares, and Kanglong Chemical, which fell from 72.29 million shares to 63.40 million shares [3] - The report highlights that major players like Mindray Medical and Aier Eye Hospital have dropped to the list of hidden heavyweights due to significant reductions in their holdings [3] Group 3 - The report outlines the cumulative sell amounts for various stocks, with Mindray Medical leading at approximately 1.77 billion yuan, followed by Hengrui Medicine at around 749 million yuan [4] - The report emphasizes that the pharmaceutical industry will continue to rely on innovation, consumer recovery, and domestic substitution as core growth drivers in the second half of the year [4] - The company plans to maintain a long-term value investment framework, focusing on innovative pharmaceuticals, OTC, and consumer healthcare sectors [5]