医疗器械ETF（562600）持仓股济民健康涨超10%，机构称医疗器械板块业绩已过低谷期

Group 1 - The medical device sector experienced a slight adjustment on September 4, outperforming the broader market, with the medical device ETF (562600) declining by 1.58% while stocks like Jimin Health and Haooubo rose by 10.03% and 6.45% respectively [1] - The medical device ETF (562600) attracted a total of 34.1 million yuan in capital over the past 10 days, indicating strong investor interest [1] - The Shaanxi Provincial Drug Administration reported achievements in high-quality drug regulation during the 14th Five-Year Plan, including 100% coverage of clinical trial supervision and inspections of 4,839 medical device production processes [1] Group 2 - Guotai Junan Securities noted that the medical device sector's revenue for Q2 2025 decreased by 4.77% year-on-year, attributed to extended revenue recognition cycles and inventory clearance needs among companies [2] - The medical device sector has seen a 23.3% increase year-to-date as of August 29, 2025, ranking 4th among sub-sectors in the pharmaceutical and biological industry, with domestic innovation support policies significantly impacting industry valuations [2] - The medical device ETF (562600) serves as a convenient tool for investors to capture growth opportunities in the medical device industry, tracking the CSI All-Share Medical Device Index, which has a high concentration of 89.34% in the medical device sector [2]