行业发展长坡厚雪，资金借道医疗器械ETF（562600）布局意图明显

Core Viewpoint - The medical device sector is experiencing significant market interest, with a notable inflow of funds into the medical device ETF, indicating strong confidence in the industry's long-term outlook [1]. Group 1: Market Performance - As of November 24, the medical device ETF (562600) opened higher and showed active performance, rising nearly 0.46% by 9:44 AM [1]. - Key stocks within the ETF, such as Zhongyuan Qihua, Shuoshi Biology, Yinke Medical, and Microelectrophysiology, are leading the gains [1]. Group 2: Fund Inflows - The medical device ETF has seen a continuous inflow of funds for 19 consecutive trading days, accumulating over 148 million yuan, reflecting a strong market sentiment towards the sector [1]. Group 3: Industry Outlook - According to Changjiang Securities, the medical device industry is expected to recover in 2025 after two consecutive years of decline in 2023 and 2024 [1]. - Monthly procurement data indicates an increase in hospital equipment purchasing driven by equipment renewal policies, suggesting a positive trend in the industry [1]. - The industry is anticipated to return to stable growth, with hospital medical equipment procurement continuing to improve [1].