港股医疗资产或迎配置机遇,港股通医疗ETF工银(159167)将于1月19日起发行
Sou Hu Cai Jing·2026-01-16 01:30

Group 1 - The core viewpoint of the news is the launch of the ICBC Credit Suisse Hong Kong Stock Connect Medical Theme ETF, which aims to capitalize on the growing demand for medical services driven by an aging population in China [1][2] - The Hong Kong Stock Connect Medical Theme Index, which the ETF tracks, covers key sectors such as CXO, internet healthcare, medical devices, and innovative drugs, indicating a comprehensive approach to the medical industry [2] - The index currently has a price-to-earnings ratio (TTM) of 34.56, which is within the 52.11% percentile since its inception, suggesting that it may not be overvalued and could still present an attractive investment opportunity [2] Group 2 - The aging population in China has entered a deep aging society as of 2021, leading to significant growth potential in the pharmaceutical services sector, which is a crucial part of the "silver economy" [1] - The development of AI in the medical industry is seen as a key driver for innovation, with expectations that AI applications will enhance the efficiency and capabilities of medical services [2] - The fund manager for the ETF, Zhao Xu, has extensive experience in securities and investment management, which may contribute to the effective tracking of the index and capturing investment opportunities in the Hong Kong medical sector [3]