强脑科技现场演示脑机接口仿生手，规模最大的医疗设备ETF(159873)近20日净流入超1.4亿元

Core Insights - The medical device ETF (159873) has seen a significant increase in trading volume and net inflow, indicating strong investor interest and potential growth in the sector [1][2] Group 1: ETF Performance - As of January 30, 2026, the medical device ETF (159873) had a turnover rate of 6.47% with a transaction volume of 16.16 million yuan, while the tracked index (H30178) declined by 1.22% [1] - The latest size of the medical device ETF (159873) reached a one-year high, with a notable increase of 30 million shares over the past week [1] Group 2: Fund Inflows - Over the last 20 trading days, the medical device ETF (159873) experienced net inflows on 16 days, accumulating over 140 million yuan [2] Group 3: Product Highlights - The medical device ETF (159873) has a high concentration in brain-computer interface technology, accounting for over 17% of its holdings, with nearly 80% of its components from the Sci-Tech Innovation Board and the Growth Enterprise Market [2] - The ETF includes key players in the brain-computer interface sector such as Sanbo Brain Science, Xiangyu Medical, and Weisi Medical, which are expected to benefit from domestic innovation, accelerated exports, and new technologies [2] Group 4: Industry Events - On January 29, a demonstration of advanced brain-computer interface technology was held, showcasing how it can significantly improve the lives of individuals with disabilities [3] - The CEO of Qiangnao Technology presented a bionic hand that can be controlled intuitively without surgical implantation, highlighting the practical applications of brain-computer interfaces [3] Group 5: Institutional Perspectives - Donghai Securities noted that a recent policy from multiple government departments aims to transform the pharmaceutical retail industry from a "single drug sales" model to a "health service" model, encouraging mergers and acquisitions [4] - The policy is expected to enhance industry concentration and promote the development of comprehensive health services, including health consultations and elderly care [4]