Sou Hu Cai Jing·2026-02-06 04:34Group 1 - The A-share market opened lower but saw the pharmaceutical sector rebound, with the only ETF tracking the pharmaceutical index recovering its 10-day moving average and aiming for a four-day winning streak [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued a plan for the high-quality development of traditional Chinese medicine, outlining a development blueprint for 2026-2030 [2] - The report highlights a positive outlook for the pharmaceutical sector driven by policy support, cost improvements, and expectations for adjustments in the basic drug catalog [3] Group 2 - The report indicates that the raw material drug sector is favored, with innovative drug segments such as small nucleic acids, peptides, and ADC toxins driving continuous industry chain catalysts [3] - The pharmaceutical ETF (562050) covers 50 leading pharmaceutical companies, focusing on innovative drugs while also considering traditional Chinese medicine [5] - Notable stock performances include Xinhecheng rising over 7%, and Sanofi Guojian increasing by more than 5%, with traditional Chinese medicine stocks like Darentang and Yiling Pharmaceutical also seeing gains of over 4% [5]