医药医疗健康

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中国医药与法库县政府签署战略合作框架协议
Zheng Quan Shi Bao Wang· 2025-09-26 06:15
人民财讯9月26日电,9月24日,中国医药与法库县政府签署战略合作框架协议。根据协议,双方将围绕 医药医疗健康产业发展,赋能紧密型县域医共体建设等领域开展深入合作。 ...
掘金医疗黄金赛道,中银医药主题基金打造医药板块布局利器
Zhong Guo Zheng Quan Bao· 2025-09-11 04:54
Core Viewpoint - The pharmaceutical sector in the A-share market has shown structural performance, with the innovative drug index rising by 60.77% year-to-date, significantly outperforming the overall A-share index by 22.14% [1] Group 1: Pharmaceutical Sector Performance - The pharmaceutical sector has been active this year, with innovative drug indices leading the gains [1] - The performance of pharmaceutical-themed mutual funds has attracted investor attention, with notable returns reported [1] - Zhongyin Fund's pharmaceutical-themed funds have ranked well among peers, with Zhongyin Innovation Medical A achieving top rankings over various time frames [1] Group 2: Fund Manager Insights - Fund manager Zheng Ning employs a long-term pricing focus, filtering out market noise to concentrate on long-term implied returns [3] - The performance of Zhongyin Hong Kong Stock Connect Pharmaceutical A has shown significant growth, with a net value growth rate of 70.08% in the first half of 2025 [3] - Zheng Ning has managed multiple funds, consistently achieving competitive returns compared to benchmarks [4][6] Group 3: Market Drivers - The recent rise in the innovative drug sector is driven by fundamental improvements, including advancements in R&D, successful profit realization, and favorable policies [2] - The innovative drug industry is expected to have substantial growth potential, becoming a strategic industry in China's export structure and a key pillar in the global pharmaceutical industry [2]