全国药品集中采购文件发布，可关注哪些机会？

Market Review - The equity market showed mixed performance last week, with the ChiNext Index rising by 2.34%, while the Shanghai Composite Index fell by 1.30% [4][5] - The bond market experienced a rise in long-term interest rates, with the 10-year government bond yield increasing by 1.19 basis points to 1.879% [7][10] - The consumer medicine sector saw a collective pullback, with several industries experiencing declines, particularly banking and non-ferrous metals [4][5] Equity Product Allocation Strategy - Event-driven strategies include focusing on funds related to the national drug centralized procurement document, which includes 55 drugs and is set to open bidding on October 21 [15][19] - The report highlights specific funds to consider, such as 工银医药健康 A (006002) and 嘉实互融精选 A (006603), which are positioned to benefit from the new procurement policies [19] - The overall asset allocation strategy suggests a balanced core with a barbell approach, emphasizing dividend and technology sectors [20][21] Stable Product Allocation Strategy - The report notes a net injection of 11,623 billion yuan by the central bank, indicating a tight funding environment due to tax periods [24] - The adjustment of the 14-day reverse repurchase mechanism to an American-style bidding process aims to enhance liquidity management [25] - The report also mentions the need to monitor convertible bonds for volatility risks, as their pricing has recently shown increased fluctuations [25][27] Key Focus Products - The report recommends focusing on short-term bond funds while lowering yield expectations, given the current market conditions [27] - Specific funds highlighted include 诺德短债 A (005350) and 国泰利安中短债 A (016947), which are positioned for stable returns [30]