作为防御板块，中药兼具医药和消费属性，红利优势凸显，中药ETF跟踪指数近12个月股息率高达2.69%，处于上 市以来90.91%历史分位。 A股三大指数今日继续下跌，截至收盘，沪指跌0.51%报3878点，深证成指跌0.78%，创业板指跌1.12%。全市场 成交额1.68万亿元，较前一交易日增量763亿元，逾3800股下跌。 中药ETF、中药ETF华泰柏瑞、中药50ETF逆势上涨。中药ETF紧密跟踪中证中药指数，权重股分别为云南白药、 片仔癀、同仁堂、东阿阿胶、华润三九、吉林敖东、白云山、众生药业、以岭药业、达仁堂。 | 代码 | 名称 | 涨跌幅 ▼ | 年初至今 | 估算规模 管理公司 | | --- | --- | --- | --- | --- | | 560080 | 中药ETF | 0.92% | 0.18% | 25.95亿 汇添富基金 | | 159647 | 中药ETF | 0.90% | 0.20% | 14.15亿 鹏华基金 | | 561510 | 中药ETF华泰柏瑞 | 0.85% | -0.28% | 6879.89万 华泰柏瑞基金 | | 562390 | 中药50ETF | 0 ...

Group 1 - Chinese medicine concept stocks are experiencing a downturn, with notable declines including Guangdong Wannianqing down over 13%, Zhongsheng Pharmaceutical hitting the daily limit down, Yiling Pharmaceutical down over 2%, and Pian Zai Huang down over 1% [1] - Related ETFs for Chinese medicine have also dropped by over 1% [1] Group 2 - Several brokerages express optimism regarding the recovery of consumption in the context of macroeconomic improvement and domestic demand stimulation, which is expected to boost sales of consumer-oriented Chinese medicine [2] - The aging population and increased health awareness among residents are identified as significant long-term drivers for consumer-oriented Chinese medicine [2] - The characteristics of the Chinese medicine industry, including its long industrial chain and the "prevention-treatment-nurturing" model, are anticipated to be more fully realized [2] - There is a favorable outlook for leading Chinese medicine companies with advantages in formulas, raw materials, and brand recognition, as well as for consumer-oriented Chinese medicine that extends the industrial chain [2]

（原标题：中药ETF、中药50ETF逆势上涨，2025Q3申万中药行业机构持仓比例已低至0.20%） A股三大指数今日集体走低，截至收盘，沪指跌0.97%报3990点，深证成指跌1.93%，创业板指跌 2.82%，科创50指数跌2.72%。全市场成交额1.98万亿元，较前一交易日缩量853亿元，逾3300股下跌。 众生药业涨停，中药ETF、中药50ETF、中药ETF华泰柏瑞逆势上涨。 机构持仓方面，2023年下半年以来，基金持仓中药比例逐季下滑，截至2025年三季度末已回落至 0.20%，居2021年以来低位，主要受2025年业绩压力和配置资金受创新药和"AI+医疗"虹吸明显所致。 2025年前三季度中药板块营业收入和归母净利润分别同比减少4.28%和减少1.23%。中药板块上市公司 Q3业绩分化明显,69家上市公司中26家营业收入同比正增长，25家营业收入环比正增长。 2025Q3，中药板块整体收入同比增速-1.57%，环比增速-6.15%；归母净利润同比增速-5.25%和环比增 速-29.32%；销售毛利率和销售净利率水平分别为40.40%和9.21%，销售毛利率同比增长0.49个百分点， 环比减少1.0 ...

Group 1 - The Chinese medicine concept stocks are experiencing a downward adjustment, with Zhaoli Pharmaceutical falling over 2%, and China Resources Sanjiu and Yiling Pharmaceutical both declining over 1% [1] - The ETF tracking the CSI Traditional Chinese Medicine Index has dropped over 1% due to market influences [1] Group 2 - The CSI Traditional Chinese Medicine Index selects listed companies involved in the production and sales of traditional Chinese medicine to reflect the overall performance of the sector [2] - Analysts indicate that the aging population and increased health awareness among residents are the main long-term drivers for consumer-oriented traditional Chinese medicine [2] - The traditional Chinese medicine industry is expected to showcase its long industrial chain and the characteristics of "prevention-treatment-nourishment," with a positive outlook for leading companies with advantages in formulas, raw materials, and brand recognition [2]