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疫苗ETF(159643)涨超2%,政策支持或促行业估值修复
Sou Hu Cai Jing· 2025-08-01 03:23
Group 1 - The core viewpoint of the articles highlights the positive impact of the National Medical Insurance Administration's discussions on supporting enterprises in "anti-involution," overseas expansion, and differentiated innovation, which benefits the high-quality development of the medical device industry [1] - The collection prices are expected to remain moderate, promoting stabilization and improvement in corporate profitability [1] - Policies are stimulating innovation and research enthusiasm, leading to the launch of new products that will open growth space in the industry and accelerate replacements [1] Group 2 - With enhanced research and development capabilities, policies are aiding the globalization of Chinese innovative drugs and medical devices, allowing companies to explore global markets [1] - The innovative drug sector is entering a stage of realizing results, with significant research progress catalyzing development potential for companies expanding into emerging markets [1] - Segments affected by collection impacts, such as insulin and orthopedics, are expected to see new growth, while increased industry concentration will accelerate mergers and acquisitions [1] Group 3 - The Vaccine ETF (159643) tracks the Vaccine Biotechnology Index (980015), which selects listed companies involved in bioproducts, vaccine research, and related industry chains to reflect the overall performance of the biopharmaceutical industry's innovation sector [1] - The index focuses on companies with high growth potential and technological leadership, showcasing the development potential in the vaccine and biotechnology fields [1] - Investors without stock accounts can consider the Guotai Guozheng Vaccine and Biotechnology ETF Initiated Link A (017185) and Link C (017186) [1]