10月17日收盘，医疗器械 ETF（562600）下跌1.70%。盘面上看，该ETF持仓股透景生命、热景生物、 诺唯赞等逆势走强，分别上涨4.45%、2.80%、2.25%。 消息面，据国家药监局网站消息，2025年9月，国家药监局共批准注册医疗器械产品348个。其中，境内 第三类医疗器械产品276个，进口第三类医疗器械产品34个，进口第二类医疗器械产品36个，港澳台医 疗器械产品2个。 关于医疗器械行业，中信建投认为，过去四年医疗器械板块持续下跌，今年迎来反弹；器械集采政策优 化、设备招标数据持续改善、渠道库存逐步下降等趋势下，医疗器械细分板块有望在下半年到明年陆续 迎来业绩拐点。 医疗器械 ETF（562600）为投资者提供一键把握医疗器械行业成长机遇的便捷工具。该ETF追踪中证全 指医疗器械指数，精心选取 100 支覆盖医疗器械、医疗服务、医疗信息化等核心医疗领域的代表性上市 公司证券作为样本。从行业结构看，该指数医疗器械行业占比高达 89.34%，集中度突出，能精准捕捉 医疗器械领域的发展红利。截至10月10日，医疗器械 ETF（562600）前十大持仓股中，迈瑞医疗、联 影医疗占比合计23.81%。 ...

Core Viewpoint - The medical device sector is experiencing a strong performance, with significant inflows into the medical device index ETF, indicating growing investor interest and optimism in the industry [1][2]. Market Performance - On August 11, all three major stock indices rose, with a notable performance in the growth style, particularly in the medical device sector [1]. - The medical device index ETF (159898) saw a real-time increase of 0.69% and a trading volume of nearly 20 million yuan, with a net subscription of 19 million shares during the day [1][4]. Investment Trends - The medical device index has become the most attractive pharmaceutical theme index in the A-share market over the past week, with several stocks, including SINO Medical and Nanwei Medical, experiencing significant price increases [2]. - According to CITIC Securities, the growth logic of the medical device industry is shifting from domestic substitution and penetration to internationalization and technological innovation, leading to a revaluation of the sector [2]. Company Developments - The top ten constituent stocks of the medical device index ETF include leading companies such as Mindray Medical, United Imaging, and Yuyue Medical, which represent the performance of the A-share medical device sector [3]. - The report highlights that many medical device companies are seeing high growth in their international business, which is expected to surpass domestic business in the future [2]. Future Outlook - The medical device sector is anticipated to witness a performance turning point in the second half of the year, driven by improved procurement policies, better bidding data, and decreasing channel inventory [2].