近期重磅会议明确提出推动生物制造、脑机接口等成为新经济增长点、全力支持创新药和医疗器械发 展，预计创新药械发展将充分受益加强自主创新、医保支付改革、扩大高水平对外开放等政策趋势。 聚焦器械龙头：医疗器械ETF(562600) 从政策层面来看，审评审批改革使国产1类创新药获批周期从120天压缩至45天，2025年获批数量达38 个，罕见病药物占比提升至35%。医保谈判机制持续优化，71.3%的新增医保药品为创新药，肿瘤药患 者自付比例降至9%，直接激活国内市场。 2025年国家医保目录现场谈判与商保创新药目录价格协商在北京正式开启。今年国谈在延续医保目录常 规调整机制的基础上，首次正式引入"商保创新药目录"机制，这一模式标志着国内医疗保障体系从"单 一保基本"向"多层次保障"转型，高值创新药的支付压力有望通过商保渠道分流。 创新药产业链相关ETF： 创新属性突出：恒生医药ETF(159892) CXO含量领先：港股通医疗ETF(520510) ...

Group 1 - A-shares showed mixed performance on August 7, with the Shanghai Composite Index up 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.18% and 0.68% respectively [1] - The medical device sector emerged as a leader in the A-share market, with the Medical Device ETF (562600) rising by 1.21% and several constituent stocks, including Lide Man (300289), Sainuo Medical, and Zhonghong Medical (300981), hitting the daily limit [1] - The 11th batch of national drug procurement has officially started, involving 55 mature products, with an emphasis on optimizing reporting rules and adhering to the principle of "anti-involution" [1] Group 2 - Institutions believe that the medical device sector may be at a turning point due to the "anti-involution" backdrop, with Citic Securities highlighting that recent policy signals support the development of innovative drugs and devices [2] - The Medical Device ETF (562600) serves as a convenient tool for investors to capture growth opportunities in the medical device industry, tracking the CSI All-Share Medical Device Index, which includes 100 representative companies [2] - The medical device industry constitutes a significant 89.08% of the index, indicating a high concentration that allows for precise capture of the sector's growth dividends [2]

Core Viewpoint - The medical device sector is experiencing a counter-trend rise, with companies like Lide Man (300289), Sainuo Medical, and Zhonghong Medical (300981) hitting the daily limit, indicating strong market interest in this sector [1] Group 1: Market Performance - The medical device ETF (562600) is outperforming the broader market, reflecting investor confidence in the sector's growth potential [1] - The eleventh batch of national drug procurement has officially started, involving 55 mature products with sufficient competition, which may positively impact the medical device market [1] Group 2: Policy and Industry Trends - Recent statements from high-level officials emphasize principles such as "anti-involution" and "procurement optimization not solely based on low prices," signaling a supportive environment for the development of innovative drugs and medical devices [1] - Citic Securities reports indicate a potential turning point for the medical device industry, suggesting that valuations and performance may see recovery, highlighting investment opportunities in this sector [1] Group 3: Investment Tools - The medical device ETF (562600) serves as a convenient tool for investors to capture growth opportunities in the medical device industry, tracking the CSI All Share Medical Device Index [1] - The index includes 100 representative listed companies across core medical fields, with the medical device sector accounting for 89.08% of the index, indicating a concentrated focus on capturing the sector's growth dividends [1]