Group 1 - The A-share market experienced a collective decline in the morning, with a rebound in the afternoon, while the Medical Device ETF (562600) saw a drop of 2.79% [1] - In terms of individual stocks, Yingke Medical (300677) rose by 1.96%, Shandong Pharmaceutical Glass (600529) increased by 1.38%, and Kaili Medical (300633) went up by 1.20% [1] - The Medical Device ETF (562600) has attracted significant capital inflow, with a net inflow of 125 million yuan over the past five days and 215 million yuan over the past ten days [1] Group 2 - CITIC Securities forecasts that the medical device industry will see a policy easing by 2026, leading to performance turning points for several leading companies, indicating structural investment opportunities [2] - The focus for long-term investments will be on innovation, international expansion, and mergers and acquisitions, with particular attention to new technologies like brain-computer interfaces and AI in healthcare [2] - The Medical Device ETF (562600) tracks the CSI All-Index Medical Device Index, which has a 23.8% allocation to brain-computer interfaces, the highest among similar ETFs, and a significant 89.2% allocation to the medical device sector [2]
医疗集采影响逐步出清，细分龙头将迎来业绩拐点！
Mei Ri Jing Ji Xin Wen·2026-01-15 06:45