医疗ETF（159828）盘中涨超2%，政策周期与行业复苏或成关键驱动

Group 1 - The medical ETF (159828) rose over 2% during intraday trading, driven by policy cycles and industry recovery [1] - The development of pan-RAS/KRAS inhibitors is expected to cover more mutation types and potentially overcome resistance issues, with KRAS being a major gene mutation in human cancers (81%) [1] - Revolution's pan-RAS inhibitor RMC-6236 has shown efficacy and controllable safety in Phase 1 clinical trials for pancreatic ductal carcinoma patients and is currently in Phase 3 clinical trials [1] Group 2 - There has been a slight increase in medical financing in the CXO and upstream sectors, with BD transactions and H-share IPOs reviving innovation enthusiasm, and the order side showing signs of recovery [1] - External CXO demand is growing, while internal CXO orders are also recovering, suggesting a positive trend in the sector [1] - The medical device industry is currently under pressure due to policy impacts, but improvements in fundamentals are expected with the introduction of anti-involution policies, clearing of centralized procurement, and corporate innovation upgrades [1] Group 3 - The medical ETF (159828) tracks the CSI Medical Index (399989), which selects listed companies in the medical device, medical services, and medical information sectors from the A-share market to reflect the overall performance of Chinese medical theme listed companies [1] - The CSI Medical Index consists of approximately 50 constituent stocks, with a concentration in the pharmaceutical and healthcare sectors [1]