截至2025年9月8日 09:50，中证全指医疗器械指数(H30217)强势上涨3.31%，成分股联影医疗(688271)上 涨11.64%，济民健康(603222)上涨9.99%，开立医疗(300633)上涨9.25%，天智航(688277)，大博医疗 (002901)等个股跟涨。医疗器械ETF(159883)上涨3.11%。 | 医疗器械ETF | | | 159883 | | --- | --- | --- | --- | | 560 | | +0.023 | +4.21% | | SZSE CNY 9-54-30 交易中 | | | 十二十篇 | | 净值走势 | | | 永赢中证全指医疗器械ETF | | 序号 | 代码 | 名称 | 涨跌幅 ▼ | | 1 | 688271 | 联影医疗 | 12.92% | | 2 | 300633 | 开立医疗 | 10.49% | | 3 | 603222 | 济民健康 | 9.99% | | 4 | 688277 | 天智航-U | 7.86% | | 5 | 002901 | 大博医疗 | 7.02% | | 6 | 603882 | 金域医学 | 6. ...

Group 1 - The China Securities Hong Kong Stock Connect Medical Theme Index (932069) has risen by 2.99%, with notable increases in constituent stocks such as Chunli Medical (01858) up 10.49%, MicroPort Medical (00853) up 7.02%, and Crystal Technology Holdings (02228) up 6.89% [1] - The Hong Kong Medical ETF (159366) has also seen an increase of 2.44% [1] - The China Securities All Index Medical Device Index (H30217) has increased by 1.46%, with significant gains from Ji Min Health (603222) up 9.98%, Hualan Biological Engineering (301093) up 7.81%, and Huatai Medical (688617) up 6.93% [2][3] Group 2 - The FDA has accepted Vibration-Controlled Transient Elastography (VCTE) as an alternative endpoint for assessing liver fibrosis in patients with Metabolic Associated Steatotic Liver Disease (MASH), marking a significant breakthrough in non-invasive diagnostic technology [4] - This advancement is expected to enhance drug development efficiency for MASH and provide growth opportunities for domestic companies in the non-invasive companion diagnostics field [4] - The pharmaceutical and biotechnology sector showed marginal improvement in Q2 2025, with the innovative drug and CXO sectors performing particularly well, as the CXO industry rebounded with a 14% year-on-year revenue increase and a 54% increase in net profit [4] Group 3 - The domestic medical device industry is gradually recovering from an adjustment period, with market demand showing signs of recovery [5] - In Q2 2025, the medical equipment sector experienced a 5.26% year-on-year revenue growth, and the medical consumables sector maintained stable growth [5] - The Hong Kong Medical ETF (159366) focuses on rare medical segment leaders and has a high CXO content, while the Medical Device ETF (159883) is the largest in A-shares, covering various sub-sectors of the medical device industry [5]

截至2025年8月18日 13:06，中证全指医疗器械指数(H30217)强势上涨2.06%，成分股福瑞股份(300049)上涨20.00%，赛诺医疗(688108) 上涨18.95%，奕瑞科技(688301)上涨12.14%，华兰股份(301093)，济民健康(603222)等个股跟涨。$医疗器械ETF(159883)$上涨2.21%。 政策上，上周政策端进一步体现出对创新医疗药械的支持力度，工业和信息化部、国家发展改革委、教育部、国家卫生健康委、 国务 院国资委、中国科学院、国家药监局七部委发布《关于推动脑机接口产业创新发展的实施意见》。国内将加强基 础软硬件攻关，打造 高性能产品，将在 2027 年和 2030 年分阶段展现出成果。其中，脑机接口赛道应用场景多元化、 产品及研发路径丰富，未来潜在空间 巨大，在国内政策加持下有望加速实现商业化普及。全球产品研发布局企业众多， 国内部分头部企业已经集中在非侵入式领域产品取 得多项技术突破，产品将迎来巨大商业化潜力 在医药子赛道中相对滞涨，行情扩散下存在补涨机会。今年以来，医疗器械指数涨幅较低。随着招采数据恢复、业绩压力释放、行业 基本面企稳向上，后续行情可期 ...