医疗器械指数ETF（159898）盘中净流入超2200万，机构：器械板块拐点或至，催化较多的方向有望诞生涨幅数倍个股

Core Viewpoint - The medical device sector in China is experiencing a strong performance, with significant inflows into the medical device index ETF, indicating a potential turning point for the industry [1][2]. Group 1: Market Performance - The medical device index ETF (159898) saw an intraday increase of 0.93%, with over 22 million in net inflows on the day [1]. - Key stocks within the ETF include Di'an Diagnostics, which rose by 8.65%, and Anbiping, which increased by over 7% [1]. Group 2: Industry Trends - The domestic medical device industry is in a rapid development phase, with multiple negative impacts being released, suggesting the sector is entering a turning point [2]. - Citic Securities anticipates that the medical device sector may see performance improvements in Q4 and 2026, with opportunities for valuation recovery in individual stocks [3]. Group 3: Investment Opportunities - Focus areas for investment include innovative medical devices with large market potential and low domestic production rates, as well as themes like mergers and acquisitions, brain-computer interfaces, AI in healthcare, surgical robots, and exoskeleton robots [3]. - The medical device sector is characterized by high technical barriers and complex supply chains, with emerging technologies like brain-computer interfaces being highlighted in national planning [3]. Group 4: ETF Composition - The medical device index ETF (159898) tracks the CSI All-Share Medical Device Index, primarily focusing on leading companies in the ChiNext and STAR Market, which together account for over 80% of the index [4].