消息面上： ①当地时间1月12日，全球生物医药行业的"春晚"——第44届摩根大通(JPM)全球医疗健康大会将召开， 20余家国产创新药企确认亮相，包括药明康德、药明生物、药明合联3家CXO公司，以及百济神州、再 鼎医药、亚盛医药、传奇生物4家创新药公司等。 格隆汇1月13日｜今日CRO、创新药板块强势强势领涨，荣昌生物A股、荣昌生物H股、药明康德、三生 制药分别涨17%、9%、7.9%和7.2%，带动创新药ETF天弘(517380)标的指数涨3.5%，跑赢港股通创新药 （2.25%）和港股创新药（0.18%），生物医药ETF(159859)、医疗设备ETF(159873)的标的指数分别涨 3.19%和1.96%。 创新药ETF天弘(517380，联接基金C类：014565)是全市场唯一一只跟踪恒生沪深港创新药精选50指数 的ETF。选取50只成份股研发投入较高且成交活跃的横跨沪港深三地的创新药+CXO企业全面覆盖。该 ETF已经连续5日获资金净申购，合计净流入额高达2.07亿元。 医疗设备ETF（159873）脑机接口含量较高，占比超19%！科技属性强，成分股中科创版+创业板含量 占比近80%。在国产创新替代 ...

截至2026年1月8日午间收盘，医疗设备ETF(159873)换手4.65%，成交552.50万元。跟踪的中证全指医疗 保健设备与服务指数(H30178)强势上涨1.83%，成分股可孚医疗(301087)上涨19.78%，硕世生物(688399) 上涨11.51%，乐普医疗(300003)上涨7.99%，盈康生命(300143)，三博脑科(301293)等个股跟涨。 拉长时间看，截至1月7日，医疗设备ETF(159873)近2周规模增长861.24万元，近2周份额增长800.00万 份，实现显著增长。 【产品亮点】 2、四川明确脑机接口医疗服务价格，置入费最高6583元/次 根据国家医保局相关医疗服务价格项目立项指南要求，近日，四川省医保局印发相关通知，整合了神经 系统医疗服务价格项目82项，并明确医保支付类别。82项神经系统医疗服务价格项目中，包含了四川省 脑机接口医疗服务项目及价格。此政府指导价为最高限价，今年4月30日起执行。 【机构观点】 脑机接口行业正进入产业化加速阶段，政策层面已形成"规划—支付—标准"三位一体支持体系。中银证 券指出，国家医保局于2025年3月首次为侵入式与非侵入式脑机接口设立独 ...

截至2026年1月6日午间收盘，医疗设备ETF(159873)换手10.71%，成交1203.20万元，市场交投活跃。跟踪的中证全指医疗保健 设备与服务指数(H30178)一度涨近2%，成分股伟思医疗(688580)上涨20.01%，三博脑科(301293)上涨20.01%，翔宇医疗(688626) 上涨20.00%，美好医疗(301363)，麦澜德(688273)等个股跟涨。 Neuralink即将开启大规模量产，脑机接口技术迈入产业化时代 近日，马斯克在社交媒体上表示，他的脑机接口公司Neuralink今年将开启"大规模量产"，推进全自动化外科手术流程，让曾经 的科幻黑科技正式迈入量产时代。据科普中国介绍，脑机接口是指在大脑与设备之间建立直接连接，实现大脑与外部世界的信 息交换与控制。这一技术让人们用意念操控设备成为可能。 与此同时，中国的脑机接口公司也正在加速临床，并呈现多种技术路线并行的格局。一场集体"插脑"竞赛进入冲刺阶段。 拉长时间看，截至1月5日，医疗设备ETF(159873)近1年规模增长2677.48万元，近3月份额增长2300.00万份，实现显著增长。 【产品亮点】 医疗设备ETF(159 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Tianhong Innovation Drug ETF (517380), which rebounded by 3.24% after a recent dip, indicating positive market sentiment towards innovative pharmaceuticals [3] - The Tianhong Innovation Drug ETF has seen a cumulative increase of 11.26% over the past month, reflecting a robust upward trend in the sector [3] - The ETF has experienced continuous net inflows over the past 13 days, totaling 204 million yuan, and has reached a new high in scale at 791 million yuan with 1.032 billion shares outstanding [4] Group 2 - The National Healthcare Security Administration (NHSA) has initiated a review of new drug applications, with 121 out of 141 drug names passing the preliminary examination for inclusion in the commercial health insurance innovative drug directory [4] - The NHSA has confirmed the establishment of a new pricing mechanism for newly listed drugs, which is expected to provide greater pricing freedom and efficiency for high-quality innovative drugs [5] - The overall policy environment for pharmaceuticals has improved since 2025, with a focus on supporting innovation and differentiated development in the sector [5] Group 3 - The Tianhong Innovation Drug ETF is the only ETF tracking the Hang Seng-Hu-Shen-Hong Kong Innovative Drug Select 50 Index, providing comprehensive coverage of both A-shares and Hong Kong stocks in the innovative drug sector [7] - Other related ETFs include the Biopharmaceutical ETF (159859), which has the best liquidity and performance in the sector, and the Medical Equipment ETF (159873), which tracks the overall performance of healthcare equipment and services [7]

Group 1 - The medical device ETF (159873) experienced a significant increase, rising nearly 3% and ranking among the top ten ETFs in the market as of August 7, 2025 [3] - The underlying index, the CSI All Share Medical Equipment and Services Index (H30178), saw a strong rise of 1.57%, with notable individual stocks like Lide Man (300289) up 20.02%, Sino Medical (688108) up 20.01%, and Zhonghong Medical (300981) up 19.99% [3] - Over the past week, the medical device ETF (159873) achieved an average daily trading volume of 7.11 million yuan, ranking first among comparable funds [3] Group 2 - The eleventh batch of national drug centralized procurement has officially started, with the National Healthcare Security Administration announcing the collection of demand for 55 drug varieties from August 6 to 25 [4] - According to CITIC Securities, there is a possibility of price increases for categories already included in national or provincial procurement, while categories not yet included may see moderate price reductions or not be procured at all [4] - Xiangcai Securities noted that the innovative drug industry chain has been active under the backdrop of national encouragement for innovation, although the recovery of the pharmaceutical industry still needs verification [4] Group 3 - The Biopharmaceutical ETF (159859) and its linked funds are the largest and most liquid products in the sector, with the highest year-to-date growth among comparable funds, covering various segments including innovative drugs and vaccines [5] - The Tianhong Innovative Drug ETF (517380) is the only ETF tracking the Hang Seng Shanghai-Shenzhen Hong Kong Innovative Drug Selected 50 Index, providing comprehensive coverage of both A-shares and Hong Kong stocks [5]