医疗器械ETF探底翻红,机构称2026年医疗器械行业有望实现温和修复
Mei Ri Jing Ji Xin Wen·2025-12-04 06:52

Group 1 - The A-share market indices have shown an upward trend, with the Shanghai Composite Index rising by 0.02%, the Shenzhen Component Index by 0.24%, and the ChiNext Index by 0.64% as of December 4, 2025 [1] - The Medical Device ETF (562600) increased by 0.11%, with the latest price at 0.873 yuan and an intraday turnover rate of 0.58% [1] - Among the constituent stocks, Yirui Technology led with a gain of 3.94%, while Xiangyu Medical experienced the largest decline at 2.78% [1] Group 2 - Long-term demand for medical devices is driven by the relentless pursuit of health and life, indicating that the industry lacks significant cyclicality but may experience short-term fluctuations due to external factors [2] - The medical device industry in China is projected to grow from 1.20 trillion yuan in 2024 to 2.11 trillion yuan by 2030, with an average annual growth rate of 9.85%, driven by aging populations, chronic disease prevalence, and innovations in the industry [2] - By 2026, the industry is expected to see a "moderate recovery" in fundamentals, supported by improving demand, innovation, and policy enhancements, although risks related to demand recovery and cost control policies remain [2]