Group 1 - The medical sector continues to decline, with the largest medical ETF (512170) dropping by 2.44%, losing multiple moving averages [1] - Major constituents such as Wanfu Biology fell over 8%, while Zhaoyan New Drug and Yingke Medical dropped more than 6% [1] - Despite the decline, there is active capital inflow into the medical ETF, with a net subscription of 1.07 billion yuan over six consecutive trading days [1] Group 2 - As of now, 10 constituent stocks of the medical ETF (512170) have disclosed their 2025 earnings forecasts, with 8 expected to be profitable [3] - Among these, 7 stocks are projected to achieve double-digit growth, with Zhaoyan New Drug expected to increase profits by 214% to 371% [3][4] - The CXO industry is showing positive trends due to global investment recovery and domestic support for innovative drug sectors [4] Group 3 - The latest report from CITIC Securities highlights the rapid development of ADC and peptide drugs, leading to increased demand in the CXO sector [5] - The medical ETF (512170) is the largest in the market, with a scale of 26.8 billion yuan, covering over 50% in medical devices and nearly 25% in CXO [5] - The report suggests that the Chinese pharmaceutical industry is moving towards high-quality development, supported by structural reforms and improved policy environments [4][5]
ETF盘中资讯|医疗再度走弱,512170续跌逾2%连失多根均线!成份股批量业绩预喜,逾10亿元资金坚定逆行
Sou Hu Cai Jing·2026-01-27 02:29