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“集采非新药、新药不集采”,国内首只药ETF(562050)七连升!信立泰、神州细胞领涨
Xin Lang Ji Jin· 2025-07-17 02:02
Group 1 - The article highlights the ongoing positive performance of the pharmaceutical sector, driven by favorable policies, with the drug ETF (562050) rising nearly 1% and aiming for a "seven consecutive rise" [1][3] - Significant gains were noted in leading pharmaceutical companies, with Xinlitai increasing over 6% and Shenzhou Cell rising more than 5% [1] - The drug ETF (562050) is the first domestic ETF tracking the CSI Pharmaceutical Index, focusing on innovative drugs while excluding medical and CXO sectors, thus accurately reflecting the performance of leading pharmaceutical companies [1][3] Group 2 - Recent policy developments, including the "dual-track system" of medical insurance and commercial insurance, aim to address the payment challenges for high-priced innovative drugs [3] - The 11th batch of centralized procurement proposed a policy that exempts innovative drugs from centralized procurement, providing pricing protection for these drugs [3] - Analysts suggest that the establishment of a "safety boundary" through procurement exemptions and commercial insurance directories could lead to a global revaluation of leading pharmaceutical companies, driven by overseas transactions and clinical data [3] Group 3 - The article expresses optimism for innovative drugs and traditional Chinese medicine, recommending the drug ETF (562050) as it encompasses three major pharmaceutical sectors: chemical drugs, biological drugs, and traditional Chinese medicine [3] - The ETF is expected to benefit from high growth driven by innovative drugs while traditional Chinese medicine helps to reduce index volatility [3] - Additionally, there is a focus on the largest medical ETF in A-shares (512170), which targets medical devices and services, with a strong correlation to AI healthcare [3]