6个中成药跻身国家医保目录新增名单，中药ETF(159647)盘中净申购650万份

Group 1 - The core viewpoint of the news highlights the performance of the Traditional Chinese Medicine (TCM) sector, with the Zhongzheng TCM Index experiencing a slight decline of 0.28% as of December 8, 2025, while individual stocks showed mixed results, with Kangyuan Pharmaceutical leading with a gain of 1.71% [1] - The recent release of the new National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog, along with the first Commercial Health Insurance Innovative Drug Catalog (2025), marks the 8th adjustment since the establishment of the National Medical Insurance Bureau, adding 114 new drugs, including 6 TCM products [1] - The Zhongzheng TCM Index includes companies involved in TCM production and sales, reflecting the overall performance of TCM-related listed companies [2] Group 2 - Huafu Securities recommends focusing on innovative drugs, particularly those with revenue and commercialization capabilities, as well as exploring potential big business development opportunities in the biotech and pharmaceutical sectors [2] - The medical device sector is expected to experience a policy turning point, with stock prices, valuations, and configurations at a low point, indicating a potential fundamental turnaround [2] - The TCM ETF closely tracks the Zhongzheng TCM Index, with the top ten weighted stocks accounting for 54.79% of the index, including notable companies such as Yunnan Baiyao and Tongrentang [2]