UIH(SH:688271) Xin Lang Ji Jin·2025-09-08 02:17Group 1 - The medical sector in A-shares is experiencing a strong rise, with the largest medical ETF (512170) opening high and reaching a new high since December 12, 2023, with a peak price of 0.403 yuan, up 4% [1] - The trading volume was particularly active, exceeding 670 million yuan within the first 30 minutes of trading [1] - The medical ETF's constituent stocks saw significant gains, with leading companies like United Imaging Healthcare rising nearly 15% and Akeso Medical increasing by 12% [1][2] Group 2 - According to a report from Zhongtai Securities, the domestic medical device industry is in a rapid development phase, with a potential turning point expected in Q3 2025 [3] - The medical ETF (512170) has seen a year-to-date increase of over 20%, but still has a significant gap of nearly 60% compared to its historical peak in 2021, indicating substantial room for recovery [3] - The latest PE valuation for the medical ETF's index is approximately 36 times, which is lower than 60% of the time over the past decade, suggesting a favorable cost-performance ratio for investment [3] Group 3 - The bullish trend in A-shares suggests that the medical sector, viewed as a reasonably valued low-position track, is likely to see a rebound opportunity [5] - The focus should be on the largest medical ETF (512170) and its linked fund (012323), which emphasizes medical devices (52%) and medical services (40%), with a strong correlation to AI healthcare [6] - For pharmaceutical investments, the recommendation is to consider the only pharmaceutical ETF (562050) and its linked fund (024986), which focuses on the top 50 pharmaceutical companies in A-shares, heavily weighted towards innovative drugs [7]