Group 1 - The pharmaceutical sector continues to rise, boosting the performance of funds heavily invested in this industry, with many public FOFs ranking high in weekly returns [1][2] - There is a division in the industry regarding the sustainability of this rally, with some optimistic about the revaluation of pharmaceutical stocks, while others remain cautious about the end of short-selling [1][4] - Long-term prospects are bolstered by the increasing international competitiveness of domestic innovative drugs, which continues to attract capital from both domestic and foreign investors [1][4] Group 2 - Recent statistics show significant gains in pharmaceutical-themed funds, with some achieving over 60% returns year-to-date, similar to previous trends seen in AI concept stocks [2][4] - The top-performing mixed FOF last week, Guotai Youxuan Lihang, reported a weekly return of 4.56%, largely due to its holdings in pharmaceutical funds [2][3] - The healthcare sector's performance is supported by a reversal in profit margins for the first quarter of 2025, marking the first signs of recovery after three years of declining profitability [4] Group 3 - The influx of capital into the pharmaceutical sector has been significant, with over 20 billion yuan net inflow this year, particularly into innovative drugs and medical devices [4][5] - The current market sentiment is driven by high elasticity sectors such as new consumption and innovative drugs, which are expected to continue performing well [3][5] - Institutional interest in the pharmaceutical industry is increasing, with a notable rise in research and analysis activity, indicating a potential for sustained recovery and structural opportunities [5]