疫苗ETF（159643）涨超1.7%，创新兑现与全球布局成行业焦点

Group 1 - The core viewpoint of the article highlights that the pharmaceutical and biotechnology industry is undergoing structural transformation, with the medical device sector expected to enter a new growth cycle by 2026 due to policy optimization and increased bidding activity [1] - The innovative drug sector is entering a "great era," with expectations that it will dominate the industry by 2026, as the combination of medical insurance and commercial insurance opens up payment space [1] - The medical service consumption sector is benefiting from policy optimization and upgraded demand, with specialized hospitals and chain pharmacies showing competitive advantages [1] Group 2 - The medical device sector is experiencing a trend of "policy clearance - innovation breakthrough - overseas expansion," with technologies like AI and brain-machine interfaces driving growth in high-end equipment exports [1] - The pharmacy industry has shifted from rapid expansion to quality optimization, with leading companies consolidating their positions through diversified operations [1] - Overall, the industry is entering a new phase driven by policy clearance and technological innovation, although attention is needed on risks such as centralized procurement and research failures [1] Group 3 - The vaccine ETF (159643) tracks the vaccine biotechnology index (980015), which selects listed companies involved in vaccine research, production, sales, and related biotechnology businesses to reflect the overall performance of the vaccine and biotechnology industry [1] - The index focuses on cutting-edge bioscience, covering vaccine companies with innovative technological capabilities and industrial advantages, effectively reflecting industry technological development trends and market dynamics [1]