Group 1 - The A-share market shows mixed performance with the Shanghai Composite Index up by 0.23%, while the Shenzhen Component Index and the ChiNext Index are down by 0.91% and 1.68% respectively [1] - The Medical Device ETF increased by 0.7%, with the latest price at 0.865 yuan and a turnover rate of 4.68% [1] - Among the constituent stocks, Di'an Diagnostics led with an increase of 8.59%, followed by Anbiping at 8.00%, and Sannuo Biological at 5.39% [1] Group 2 - Western Securities notes that the pharmaceutical industry has shown a divergence in performance this year, with the medical device and hospital sectors facing pressure from weak macro consumption, tightened medical insurance funding, and ongoing impacts from centralized procurement [1] - Current valuations for medical equipment, hospitals, offline pharmacies, pharmaceutical circulation, and traditional Chinese medicine are at historical lows, indicating a potential for recovery [1] - The introduction of multiple national policies to support innovative medical devices and strengthen grassroots healthcare services suggests that the pharmaceutical sector still holds significant potential [1]
医疗器械处于超跌位置,建议关注
Mei Ri Jing Ji Xin Wen·2025-12-18 05:55