医疗器械行业发展方兴未艾，或可借道医疗器械ETF（562600）一键把握成长机遇，该ETF所跟踪的中 证全指医疗器械指数精选100家代表性企业作为样本，其医疗器械行业占比高达89.3%，集中度突出， 能有效捕捉细分赛道增长机遇。场外用户亦则可选择华夏中证全指医疗器械ETF发起式联接A(021250) 和华夏中证全指医疗器械ETF发起式联接C（021251)，进行便捷布局。 11月19日，市场情绪回暖，沪指小幅高开。盘面上，医疗器械板块维持震荡态势，截至10:39，医疗器 械ETF（562600）跌0.55%，并连续16个交易日获得资金净流入，成分股中，瑞迈特、佰仁医疗、福瑞 股份、三友医疗等股涨势靠前。 每日经济新闻 国内磁共振市场呈现高度活跃，11月17日，据中国政府采购网公告显示，重庆开州区人民医院采购了联 影医疗的5.0T 磁共振成像系统，采购金额为4900万元。来自众成数科的数据显示，2025年第三季度行 业采购总金额高达47.9亿元（含未披露品牌），采购总量为347台，金额占比前三品牌为联影、GE医 疗、西门子医疗。 信达证券指出，短期医疗板块更建议关注流感行情，重点布局流感疫苗、流感用药、呼吸道检 ...

Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" [2] Core Viewpoints - The report emphasizes short-term attention to the flu market while advocating a long-term focus on innovation [2][4] - The pharmaceutical sector has shown strong performance recently, driven by factors such as the flu epidemic and upcoming national medical insurance negotiations [4][12] - The report suggests focusing on specific segments like flu vaccines, flu medications, respiratory testing, and high-end medical devices for long-term investment [4][12] Summary by Sections 1. Industry Weekly Viewpoints - The pharmaceutical and biotechnology sector's weekly return was 3.29%, outperforming the CSI 300 by 4.37%, ranking 5th among 31 sub-industry indices [4][12] - The flu epidemic is currently on the rise, with ILI percentages in southern and northern regions exceeding previous years [4][12] - Upcoming medical insurance negotiations involve 120 companies, with results expected in early December [4][12] 2. Market Performance and Valuation - The pharmaceutical sector's recent one-month return was 1.16%, ranking 20th among sub-industry indices [15][24] - The current PE (TTM) for the pharmaceutical industry is 30.84, above the historical average of 28.97 [19][21] 3. Focus on Specific Stocks - Recommended stocks for flu vaccines include Huashan Vaccine and Jindike [4][12] - For flu medications, companies like Zhongsheng Pharmaceutical and Jichuan Pharmaceutical are highlighted [4][12] - In high-end medical devices, companies such as Mindray Medical and Yuyue Medical are suggested for investment [4][12] 4. Industry and Company Dynamics - Recent policy developments include discussions on medical insurance payment policies and adjustments to payment grouping schemes [4][12] - Notable company performances include BeiGene's Q3 revenue of $1.4 billion, a 41% increase year-on-year, and Innovent Biologics' revenue growth of 59.8% [4][12]