2026年医药板块多股涨停引爆开门红！1月5日午后，医疗器械指数ETF（159898）大幅上攻涨超5%， 权重股迈瑞医疗、联影医疗、南微医学涨超4%，奕瑞科技大涨6.27%，乐普医疗、赛诺医疗、迈普医 学、冠昊生物等多股强势封涨停板！ 截至发稿，资金流入数据显示，医疗器械指数ETF（159898）盘中获得净申购2700万份；按照实时净值 估算，该ETF目前获资金净流入超1500万元。 | < 日 | | 医疗器械指数ETF | | | | --- | --- | --- | --- | --- | | | | 159898.SZ | | | | 0.562 | 昨收 | 0.535 | 开盘 | 0.535 | | +0.027 | 流通营 5.05% | 8.45 Z | 流通值 | 4.75亿 | | 最 高 | 0.564 成交量 | 70.95万 | 换手率 | 8.40% | | 最 低 | 0.535 | 成交额 3903.48万 | 均价 | 0.550 | | IOPV | 0.5592 | 溢折率 0.50% | 升贴水率 | 5.16% | | | 净值走势 招商中证全指医疗器械ETF.. ...

Core Insights - The company, Zhijiang Biology, has been successfully selling multiple diagnostic products to the EU market over the past two years, leveraging its CE certification obtained from the European Union [2] Group 1 - The company has relied on its CE certification to ensure stable sales of its diagnostic products in the EU [2] - The interaction with investors indicates a positive outlook on the company's market performance in Europe [2]

Core Viewpoint - The shares of MicroPort group companies have declined significantly, with MicroPort Medical (00853) down 6.8% to HKD 12.59, MicroPort Robotics-B (02252) down 5.29% to HKD 26.52, MicroPort NeuroScience (02172) down 4.46% to HKD 12.21, and HeartLink Medical-B (02160) down 2.34% to HKD 1.25 due to a planned share reduction by major shareholder Otsuka [1] Group 1: Shareholder Actions - Otsuka plans to reduce its holdings by 92.3 million shares at a price range of HKD 12.44 to HKD 12.71 per share, representing a discount of 5.99% to 7.98% compared to the closing price on September 25 of HKD 13.52 [1] - The total cash raised from this share reduction is estimated to be between HKD 11.48 billion and HKD 11.73 billion [1] - There were significant pre-market transactions involving 92.3 million shares at a price of HKD 12.58 per share, amounting to approximately HKD 11.61 billion [1] Group 2: Analyst Insights - Morgan Stanley's recent report indicates that MicroPort Medical faces ongoing domestic regulatory challenges, but it has strong export momentum in surgical robotics, cardiovascular, and vascular intervention businesses [1] - The company is expected to achieve breakeven by 2026, as the obligations related to cardiac rhythm management (CRM) have been resolved and Otsuka has completed its exit [1] - Morgan Stanley has raised the target price for MicroPort Medical from HKD 8.6 to HKD 16, which corresponds to a projected price-to-earnings ratio of approximately 20 times for 2027, while maintaining a "market perform" rating [1]