Mei Ri Jing Ji Xin Wen·2025-11-28 06:36Core Viewpoint - The medical device sector is experiencing significant activity, driven by government initiatives to enhance consumer product supply and promote innovation in health products, particularly in high-end medical devices and wearable technology [1][2]. Group 1: Market Activity - As of November 28, the medical device ETF (562600) rose by 0.23%, reaching a record size of 333 million yuan [1]. - Key stocks in the sector, including Kangwei Century, Mindray Medical (300760), and Yingke Medical (300677), showed positive performance [1]. Group 2: Government Initiatives - Six departments issued a plan to enhance the adaptability of consumer goods supply and demand, focusing on the innovation and development of health products [1]. - The plan emphasizes expanding the supply of specialized and new products, particularly in high-end medical devices and home health management applications [1]. Group 3: Internationalization of Domestic Medical Devices - Huachuang Securities noted that the internationalization of domestic medical device companies is progressing rapidly, with a significant increase in overseas certifications [1]. - According to data from Sullivan, medical devices are expected to account for 43.6% of China's medical device export trade in 2024, indicating a promising outlook for overseas expansion [1]. Group 4: Investment Opportunities - The medical device ETF (562600) tracks the CSI All Index Medical Device Index, which includes 100 representative companies, capturing 89.3% of the medical device industry [2]. - Investors can also consider alternative options such as the Huaxia CSI All Index Medical Device ETF Initiated Link A (021250) and Link C (021251) for convenient investment [2].