医疗ETF（159828）涨超0.9%，高端器械与创新药成行业关注焦点

Group 1 - The medical ETF (159828) has risen over 0.9%, with high-end medical devices and innovative drugs becoming focal points in the industry [1] - The high-end medical device sector is experiencing business growth driven by the recovery of hospital procurement, gradual recovery of domestic demand for consumer medical devices, and market share replacement of imported brands [1] - The orthopedic joint consumables price reduction has reached a bottom, with an increase in market share for orthopedic robots and new growth opportunities from international expansion [1] Group 2 - Innovative medical devices are expected to recover from the low point since the second half of 2023, supported by national policies promoting the update of medical equipment, with a forecasted stabilization in growth by Q3 2025 and a positive growth trend in 2026 [1] - The pharmaceutical equipment industry is seeing marginal recovery and continuous improvement in profitability, with rapid overseas growth opening new avenues for growth [1] - The recovery of innovative drug financing and frequent business development transactions are driving the recovery of Contract Manufacturing Organizations (CMOs), which is expected to gradually transmit to the pharmaceutical equipment industry, indicating a potential cycle reversal [1]