SIASUN(SZ:300024) Sou Hu Cai Jing·2026-01-22 01:55Group 1: ETF Performance - As of January 21, the Medical Equipment ETF (159873) saw a net subscription of 3 million units, with a turnover rate of 8.04% and a transaction volume of 18.88 million yuan [1] - The Medical Equipment ETF reached a new high with a total size of 379 million units [1] - The Medical Equipment ETF has experienced continuous net inflows over the past 10 days, totaling 119 million yuan [1] Group 2: Innovation Drug ETF Highlights - The Innovation Drug ETF Tianhong (517380) achieved a new size of 1.88 billion yuan and a total of 2.36 billion units, both marking new highs since its inception [2] - The Innovation Drug ETF has seen continuous net inflows for 12 days, accumulating 426 million yuan [3] Group 3: Market Trends and Events - A new guideline was released by the National Healthcare Security Administration on January 20, focusing on pricing for surgical robots and other medical services, establishing 37 pricing projects and 5 additional items [6] - The JPM 2026 conference highlighted the strength of Chinese innovative drugs, with significant collaborations between Chinese companies and multinational giants, indicating a shift from asset export to global participation [7] Group 4: Institutional Insights - According to Founder Securities, the implementation of the new pricing guideline will promote the clinical adoption of innovative technologies and drive demand for terminal equipment and surgical assistance [8] Group 5: Product Features - The Medical Equipment ETF (159873) has a high content of brain-computer interface stocks, accounting for over 19%, and includes nearly 80% of stocks from the Sci-Tech Innovation Board and the Growth Enterprise Market [4]