招投标市场平稳增长，医疗器械ETF（562600）连续8天获得资金净流入

Core Viewpoint - The A-share market experienced a pullback after an initial rise, with the medical sector showing signs of steady consolidation. The medical device ETF rose by 0.88% and has seen net inflows for eight consecutive trading days, indicating strong investor interest in this sector [1]. Market Performance - As of 10:09 AM, the medical device ETF increased by 0.88%, reflecting a positive trend in the sector despite the overall market pullback [1]. - Notable stocks such as Caina Technology, Aohua Endoscopy, and Aomei Medical have shown resilience by rising against the market trend [1]. Industry Growth - According to data from Zhongcheng Shuke, the overall market size for medical device bidding in China is projected to grow by 29.8% year-on-year by the third quarter of 2025. Although the growth rate has slightly declined compared to the first and second quarters, the overall market is expected to maintain stable growth [1]. - Guojin Securities highlights that under the current domestic innovative payment system, some innovative products have achieved a positive cycle of R&D investment returns, with sales reaching new highs. This is further supported by the release of overseas clinical data and a peak in external licensing, accelerating the realization of innovative value [1]. Export and Collaboration - The report emphasizes the significance of international collaboration and global industrial chain division, noting that high-value consumable exports have seen a breakthrough. This aspect of the industry chain is deemed worthy of attention [1].