UIH(SH:688271) Xin Lang Ji Jin·2025-09-08 06:57Group 1 - The medical sector is experiencing a strong performance, with the largest medical ETF in A-shares (512170) rising over 3.6% and reaching a new high since December 12, 2023, with trading volume nearing 1.4 billion CNY [1] - Medical device stocks are leading the gains within the medical ETF, with companies like Kaili Medical and United Imaging both surging over 10%, while other stocks like Wandong Medical and Yuyue Medical increased by more than 8% [1] - Recent policies, including the implementation of visa-free travel between China and Russia and expanded tourism visa exemptions in Hainan Free Trade Port, are expected to boost cross-border medical trade [2] Group 2 - The domestic medical device industry is in a rapid development phase, with a potential turning point expected in Q3 2025, driven by policy support and innovation [2] - The medical ETF (512170) has a current PE valuation of approximately 36 times, which is lower than 60% of the time over the past decade, indicating a favorable investment opportunity [2] - The medical sector is recommended for investment, focusing on a mix of medical devices (52%) and medical services (40%), which are closely related to AI medical applications [4]