医药三连涨！医疗ETF冲击半年线，港股通创新药ETF（520880）逆市涨超3%！多家券商重点推荐创新药械产业链

Group 1 - The A-share pharmaceutical sector has significantly outperformed the market, with leading innovative drug company Rongchang Bio surging over 11% [1][8] - The medical sector has shown some divergence, with the brain-computer interface concept maintaining its popularity, as evidenced by Meihao Medical achieving a 20% limit-up for three consecutive days [1][8] - The largest medical ETF in the market (512170) has been climbing towards its six-month moving average, reaching a new 20-day high [1][8] Group 2 - In the Hong Kong market, the overall index has retreated by about 1%, but the pharmaceutical sector has risen against the trend, with the high-volatility Hong Kong Innovation Drug ETF (520880) increasing by 3.42% and achieving a trading volume of 6.91 billion yuan, the highest in nearly two months [2][9] - Among the 37 innovative drug companies covered, 33 saw their stock prices rise, with Rongchang Bio in Hong Kong soaring nearly 13% [2][9] - The CXO concept stocks, including Kailaiying and Tigermed, both rose nearly 9%, contributing to a 3.14% increase in the Hong Kong medical theme index [4][9] Group 3 - Recent catalysts in the pharmaceutical field include the approval of Innovent Biologics' CTLA-4 monoclonal antibody "Daboshu" for domestic use, filling a gap in the dual immune new adjuvant therapy field [11] - A significant collaboration worth over 2 billion USD between Gakos and AstraZeneca has set a record for domestic clinical-stage small molecule cancer drug partnerships [11] - Analysts from various brokerages, including Pacific Securities and Guotai Junan, have expressed bullish views on the innovative drug and medical device industry chain, recommending continued focus on this sector [11][12] Group 4 - The upcoming launch of the Hong Kong medical ETF Huabo (159137) on January 12 is expected to attract attention as it tracks the Hong Kong medical theme index [4][11] - The strategy for the pharmaceutical sector emphasizes "innovation + internationalization" as the core theme for 2026, with a focus on innovative drugs and the medical device industry [11][12] - If consumer sentiment improves, the consumer medical sector, including medical services and OTC traditional Chinese medicine, is expected to enter a recovery phase [11]