流感高峰将至，医药板块再度活跃！医疗器械指数ETF（159898）高开上涨0.73%

Group 1 - The core viewpoint indicates that the flu levels in China are expected to rise, with a peak likely occurring between mid-December and early January, leading to a strong performance in the flu and pharmaceutical sectors [1] - On November 26, the medical device index ETF (159898) opened up by 0.73%, with several medical stocks leading the market gains, including Haobor, which surged by 9.75% [1] - Other notable stocks that saw increases include Shuoshi Biology, Jinyu Medical, and Rejing Biology, each rising over 3%, along with strong follow-ups from companies like Lianxin, Yuyue Medical, Weili Medical, and Yingke Medical [1] Group 2 - The global medical and pharmaceutical capital market is experiencing a recovery, with total financing in October reaching approximately $112 billion, marking a year-to-date high [2] - The medical device sector saw significant mergers and acquisitions in October, reflecting companies' ongoing investment in innovative technologies and confidence in high-growth potential markets [2] - From November 2024 to October 2025, there were 431 recorded M&A transactions in the global medical device and technology sector, with a total disclosed amount of about $34.8 billion, indicating a moderate recovery and increased market concentration [3] Group 3 - The long-term growth potential of the medical device market in China is viewed positively, despite short-term challenges related to pricing, policy, and the overall economic environment [4] - Specific segments within the A-share medical device market that may be worth attention include medical equipment, medical consumables, and in vitro diagnostics, focusing on companies with innovation and international expansion capabilities [6] - The medical device index ETF (159898) tracks the CSI All-Index Medical Device Index, covering leading companies in various segments, providing an opportunity to capture overall industry beta [9]