医药主题性机会不断，资金持续布局，生物医药ETF（512290）连续10日资金净流入超4.6亿元

Group 1 - The core viewpoint of the article highlights ongoing investment opportunities in the pharmaceutical sector, particularly in thematic areas such as brain-computer interfaces, AI healthcare, and small nucleic acids, with a strategic focus on the raw materials pharmaceutical sector [1] - The biopharmaceutical ETF (512290) has seen a continuous net inflow of over 460 million yuan for 10 consecutive days, indicating strong market interest [1] - The raw materials pharmaceutical sector is currently at a price bottom, with expectations of recovery driven by rising chemical prices and the introduction of new business lines such as small nucleic acids and peptides, which may lead to a mid-term positive cycle [1] Group 2 - The CS Biomedicine Index (930726), which the biopharmaceutical ETF tracks, selects listed companies involved in biotechnology, pharmaceuticals, and related life sciences from the Shanghai and Shenzhen markets to reflect the overall performance of the biopharmaceutical sector [1] - The rising prices of chemical products are expected to create cost pressures that will benefit integrated leading companies with cost advantages along the industry chain [1] - Innovative therapies such as GLP-1, small nucleic acid chronic disease drugs, and ADCs are generating significant global demand for APIs and intermediates, providing a second growth curve for raw material pharmaceutical companies [1]