疫苗ETF（159643）连续2日资金净流入超1.2亿元，政策支持医药行业行稳致远

Core Viewpoint - The joint issuance of the "Opinions on Promoting High-Quality Development of the Pharmaceutical Retail Industry" by nine departments, including the Ministry of Commerce, aims to transform the industry from a "single drug sales" model to a "health service" model, focusing on four dimensions: transformation, payment, supply, and integration [1] Group 1: Industry Development Framework - The policy encourages mergers, acquisitions, and horizontal consolidation, which is expected to accelerate the clearance of individual pharmacies and enhance industry concentration [1] - Measures such as equal treatment for basic medical institutions and family pooling of individual medical accounts will further support this transformation [1] Group 2: Prescription and Service Optimization - The optimization of external prescription reviews aims to eliminate bottlenecks in offline pharmacy prescriptions, allowing companies to establish their own pharmaceutical service platforms, which will facilitate prescription outflow and market expansion [1] - Retail pharmacies are encouraged to broaden their operational scope to include health consultations, traditional Chinese medicine culture, elderly care, and convenient retail services, thereby creating a comprehensive health service entity [1] Group 3: Vaccine ETF Overview - The Vaccine ETF (159643) tracks the Vaccine Biotechnology Index (980015), which selects listed company securities involved in bioproducts and medical research to reflect the overall performance of vaccine-related listed companies in the biopharmaceutical industry [1]