医疗器械 ETF（562600）持续回调，机构称25Q3有望迎来器械板块阶段性拐点

Core Viewpoint - The medical device ETF (562600) has experienced a decline, with a drop of 2.33% as of September 23, following four consecutive trading days of losses and over 5% decline in the past five days [1] Fund Flow - The medical device ETF (562600) has shown a net outflow of 3.85 million yuan over the last ten trading days, while there has been a net inflow of 139 million yuan over the past sixty trading days [1] Industry Outlook - According to Zhongtai Securities, the domestic medical device industry remains in a rapid development phase. Short-term medical insurance cost control may negatively impact the medical device sector, but the outlook remains positive due to innovation-driven import substitution and globalization. A potential turning point for the device sector is anticipated in Q3 2025 as multiple negative impacts are expected to be fully released [1] ETF Overview - The medical device ETF (562600) serves as a convenient tool for investors to capture growth opportunities in the medical device industry. It tracks the CSI All Share Medical Device Index, which carefully selects 100 representative listed companies covering core medical fields such as medical devices, medical services, and medical information technology. The medical device sector accounts for 89.34% of the index, indicating a high concentration that can accurately capture the development dividends in the medical device field [1] Top Holdings - As of September 19, the top ten holdings of the medical device ETF (562600) include Mindray Medical and United Imaging Healthcare, which together account for 22.9% of the ETF [1]