医疗器械ETF(562600)
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产业资本布局加速,医疗器械ETF(562600)午后涨势扩大,中源协和涨停
Sou Hu Cai Jing· 2025-11-24 06:35
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。 每日经济新闻 11月24日午后,三大指数纷纷翻红,医疗器械板块延续活跃态势,截止14点07分,医疗器械ETF (562600)涨0.92%,并且已连续19个交易日实现资金净流入,累计吸金超1.48亿元。成分股中,中源 协和涨停,硕世生物、冠昊生物、英科医疗、浩欧博等股涨势靠前。 产业资本"抄底",部分龙头出手"扫货"。近期,随着医美与IVD(体外诊断)行业逐步度过最严监管冲 击期,具备资金与整合能力的龙头企业开始积极出手,九州通通过参与重整有望控股奥园美谷,广药集 团则以约9亿元的对价入主达安基因,取得26.63%股权。 中国银河证券指出,十五五开局之年,深化三医协同,系统性推进改革。医保支付有望从住院DRGs向 门诊APGs拓展,构建全流 ...
行业发展长坡厚雪,资金借道医疗器械ETF(562600)布局意图明显
Mei Ri Jing Ji Xin Wen· 2025-11-24 03:10
长江证券指出,医疗设备行业历经2023~2024年连续两年下滑后,于2025年迎来拐点。从月度招采数据 上看,由于设备更新政策带动的医院设备采购的需求增加,2025年延续2024年四季度以来增长的态势, 医院医疗设备招标采购持续好转,行业回归正增长,预计未来行业有望回归稳健增长。 (文章来源:每日经济新闻) 11月24日早盘,市场高开震荡,医疗器械板块表现活跃。截至9:44,医疗器械ETF(562600)涨近 0.46%,成分股中,中源协和、硕世生物、英科医疗、微电生理等股涨势靠前。 近日,资金借道医疗器械ETF(562600)布局意图明显,截至最新,该ETF已连续19个交易日实现资金 净流入,累计吸金超1.48亿元,显示出市场对其长期景气度的坚定信心。 ...
医药行业再现百亿美金并购案,医疗器械ETF(562600)午后跌幅收窄,瑞迈特涨势靠前
Mei Ri Jing Ji Xin Wen· 2025-11-21 06:32
(文章来源:每日经济新闻) 消息面上,据彭博社援引知情人士透露,雅培公司正接近达成对癌症检测领军企业Exact Sciences Corp (EXAS.O)的收购协议,交易额预计将超过130亿美元,并有望在未来几天内正式宣布。 中泰证券指出,国内医疗器械行业持续处于快速发展阶段,看好创新驱动下的进口替代以及全球化发 展,当前时间点预计多重负面影响正在充分释放,器械板块已进入拐点区间,投资逻辑上,一方面,国 产企业在政策扶持以及创新驱动下,竞争力不断提升,加速进口替代,另一方面重视AI医疗、脑机接 口等主题投资机会。 11月21日午后,三大指数探底回升,截止13点46分,医疗器械ETF(562600)跌幅收窄至1.02%,并连 续18个交易日获得资金净流入,最新规模达3.19亿元,创历史新高,成分股中,瑞迈特、欧浩博、联影 医疗等股涨势靠前。 ...
医学影像开启全国漫游,医疗器械ETF(562600)资金持续流入,规模创历史新高
Sou Hu Cai Jing· 2025-11-21 04:00
医疗器械赛道的长期投资逻辑清晰,医疗器械ETF(562600)或可助您一键布局。该ETF所跟踪的中证 全指医疗器械指数精心选取 100 支覆盖医疗器械、医疗服务、医疗信息化等核心医疗领域的代表性上市 公司证券作为样本,能够有效捕捉细分赛道的结构性增长机会。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 每日经济新闻 11月21日早盘,三大指数纷纷低开,盘面上,医疗器械板块出现阶段性调整,截止10点28分,医疗器械 ETF(562600)跌1.47%,并连续18个交易日获得资金净流入,最新规模达3.19亿元,创历史新高,成 分股中,欧浩博、瑞迈特、天启航等股涨势靠前。 全国医保影像云实现跨省调阅突破,医学影像开启"全国漫游"新阶段。该系统已覆盖24个省份及新疆兵 团,归集索引数据1.7亿条,北医三院等多家医院已可跨省调阅福建、河北、西藏等多地影像。"一次检 查,全国互认"的便民愿景正加速照进现实,未来还将延伸至更多省份与医疗机构。 东北证券指出,医疗器械行业正处于政策压力向价值重构的转折期,2026年有望成为板块价 ...
放射配体疗法实现“零的突破”,医疗器械ETF(562600)连续17个交易日获得资金净流入,万东医疗涨势靠前
Sou Hu Cai Jing· 2025-11-20 06:07
Group 1 - The core viewpoint of the articles highlights the ongoing performance and investment potential in the medical device sector, particularly with the recent approval of Novartis' radioligand therapy for advanced prostate cancer, which is the first and only targeted PSMA radioligand therapy approved in China [1] - The medical device ETF (562600) has experienced a decline of 0.78% but has seen net inflows for 17 consecutive trading days, indicating strong investor interest [1] - Companies such as Wandong Medical, Ruimaite, Yinke Medical, Bairen Medical, and Microelectronic Physiology are leading the gains within the ETF [1] Group 2 - Huayuan Securities notes that China's pharmaceutical industry has completed the transition from old to new growth drivers, with steady growth in medical insurance revenue and active promotion of commercial insurance development [1] - The article suggests that the medical device and supply chain capabilities in China are significantly strengthening in global competitiveness, with a recommendation to focus on the medical device sector, especially medical equipment and home-use devices [1] - The long-term investment logic in the medical device sector is clear, with the medical device ETF tracking the CSI All-Index Medical Device Index, which includes 100 representative listed companies in core medical fields [2]
医疗设备更新势头火热,医疗器械ETF(562600)持续获得资金青睐
Sou Hu Cai Jing· 2025-11-20 02:54
11月20日早盘,三大指数高开,市场情绪回暖,盘面上,医疗器械板块维持震荡态势,截止10点07分, 医疗器械ETF(562600)跌0.34%,并连续17个交易日获得资金净流入,成分股中,英科医疗、康为世 纪、佰仁医疗、微电生理等股涨势靠前。 医疗设备更新势头火热,据众成数科统计,2025年第三季度,国内主要有江苏、广东、海南等省份陆续 开展省卫健委牵头的大规模设备更新项目及县域医共体设备更新招标,总预算超43亿元。 每日经济新闻 国泰海通证券指出,当下家用医疗器械走出疫情周期,进入稳健增长阶段。2020年开始,公共卫生事件 导致家用医疗器械的需求呈现较大波动,尤其是制氧机、额温枪、体温计、感控类产品等。2025年开 始,家用医疗器械需求逐步企稳、家庭库存逐步消化,下游零售药店的非药板块增速亦逐步好转,未来 有望持续。 医疗器械赛道的长期投资逻辑清晰,医疗器械ETF(562600)或可助您一键布局。该ETF所跟踪的中证 全指医疗器械指数精心选取 100 支覆盖医疗器械、医疗服务、医疗信息化等核心医疗领域的代表性上市 公司证券作为样本,能够有效捕捉细分赛道的结构性增长机会。场外用户亦则可选择华夏中证全指医疗 器 ...
国内磁共振市场高度活跃,医疗器械ETF(562600)已连续16个交易日获得资金净流入
Sou Hu Cai Jing· 2025-11-19 03:57
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 ...
机构称医疗器械行业下行调整期结束,医疗器械ETF(562600)已连续15个交易日获得资金净流入
Sou Hu Cai Jing· 2025-11-18 06:12
Group 1 - The medical device sector is showing strong innovation momentum, with the introduction of the world's first remote surgery robot "TUMAI" and other pioneering products in the Zhangjiang Pharmaceutical Valley International Innovation Conference [1] - The medical device ETF (562600) has seen a continuous inflow of funds for 15 trading days, despite a slight decline of 0.66% as of 13:42 on November 18 [1] - According to Guojin Securities, the medical device sector's revenue is expected to grow by 10.65% year-on-year in the third quarter of 2025, indicating the end of the industry's downward adjustment phase [1] Group 2 - The long-term investment logic in the medical device sector is clear, with the medical device ETF (562600) providing a convenient way to invest in this field [2] - The ETF tracks the CSI All Index Medical Device Index, which includes 100 representative listed companies in medical devices, medical services, and medical information technology, capturing structural growth opportunities [2]
尖端技术获认证!医疗器械ETF(562600)已连续15个交易日获得资金净流入
Sou Hu Cai Jing· 2025-11-18 03:05
Group 1 - The medical device sector is experiencing a period of fluctuation, with the medical device ETF (562600) narrowing its decline to 0.44% as of 10:34 AM, marking 15 consecutive trading days of net capital inflow [1] - United Imaging's global launch of the "uMR Ultra" MRI system at the 27th China International High-tech Achievements Fair has garnered attention, as it is the only company globally to master this advanced technology, which has received certifications from China, the US, and Europe [1] - The breakthrough technology offers new pathways for precise diagnosis in dynamic areas such as neurology, gastroenterology, and joints, showcasing significant clinical potential [1] Group 2 - Dongwu Securities indicates that the medical device industry is poised for a turning point, driven by innovation, self-sufficiency, and international expansion, suggesting a potential recovery for the sector [1] - The overseas medical device market presents vast opportunities, with expectations for accelerated recovery of orders for export-oriented companies as geopolitical tensions ease, while tariffs have limited impact on the industry [1] - Domestic companies are increasing R&D investments, which may help close the gap with foreign firms, and the combination of high cost-performance and procurement policy benefits is expected to accelerate the replacement of foreign products [1] Group 3 - The long-term investment logic in the medical device sector is clear, with the medical device ETF (562600) providing a convenient way to gain exposure to this market [2] - The ETF tracks the CSI All-Share Medical Device Index, which carefully selects 100 representative listed companies in core medical fields, effectively capturing structural growth opportunities in the sector [2] - Investors can also consider alternative options such as the 华夏中证全指医疗器械ETF发起式联接A (021250) and 华夏中证全指医疗器械ETF发起式联接C (021251) for easier market entry [2]
重大资产重组草案出炉!医疗器械ETF(562600)逆势上扬,热景生物领涨
Mei Ri Jing Ji Xin Wen· 2025-11-14 02:29
Group 1 - A-share market opened lower and fluctuated, with the medical sector showing overall activity, particularly the medical device ETF (562600) which rose by 0.22% and has seen net inflows for 12 consecutive trading days [1] - Leading stocks in the medical device sector include Reborn Medical and Lide Medical, both of which rose over 10%, while Hualan Co., Bairen Medical, and Innotec also showed strong performance [1] - Lide Medical announced a major asset purchase plan to acquire 70% of Xiansheng Xiangrui for a transaction price of 1.733 billion yuan, constituting a significant asset restructuring as the target assets exceed 50% of the listed company's total assets [1] Group 2 - The long-term positive trend in the medical device sector remains unchanged, with the medical device ETF (562600) effectively capturing structural growth opportunities in the core medical fields [2] - The ETF tracks the CSI All Index Medical Device Index, which includes 100 representative listed companies in medical devices, medical services, and medical information technology [2] - Investors can also consider alternative options such as the Huaxia CSI All Index Medical Device ETF Initiated Link A (021250) and Link C (021251) for convenient investment [2]