公募加速布局医疗投资机会！规模最大的医疗设备ETF（159873）近十日持续净流入累超1亿元，实时成交额同标的第一

Group 1 - The three major indices experienced fluctuations and turned negative, with the pharmaceutical and biotechnology sectors declining. The medical device sector saw a slight drop, with the CSI Medical Devices and Services Index falling by 0.34%. Notable gainers included Yingke Medical, which rose over 3%, and Hualan Shares and Guanhao Biological, which also had significant increases [1] - The Medical Device ETF (159873) recorded a half-day trading volume of nearly 9 million yuan, leading among similar products, with a turnover rate exceeding 3%. Over the past 10 days, the ETF has seen a cumulative net inflow of 119 million yuan, bringing its latest scale to 236 million yuan, making it the largest in its category [1] - The Medical Device ETF closely tracks the CSI Medical Devices and Services Index, which selects listed companies corresponding to the healthcare theme from the CSI All Share Index to reflect the overall performance of these companies [1] Group 2 - The Innovation Drug ETF Tianhong (517380) has also seen continuous net inflows, accumulating 426 million yuan over the past 12 days. It is the only ETF in the market tracking the Hang Seng Hong Kong-Shenzhen Innovation Drug Selected 50 Index, covering the entire industry chain from preclinical research to commercialization [2] - According to industry insiders, multiple public fund institutions have applied for medical and healthcare-themed funds this year. It is anticipated that the pharmaceutical industry will gradually recover from its bottom by 2026, with overall revenue growth stabilizing. Key focus areas will include the innovative drug industry chain, CXO (Contract Research Organization) sector, and innovative medical consumables [2] - CITIC Securities highlighted the significance of innovation, noting that Chinese pharmaceuticals possess advantages in "innovation upgrades and supply chain resilience." By 2025, the upfront payments for overseas licensing of innovative drugs are expected to significantly exceed the total for the previous year, with medical devices also exploring international markets [2]