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易方达医药ETF联接基金
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医保商保双轨并行,行业拐点显现,易方达医药ETF联接基金共享高质量发展机遇
Cai Fu Zai Xian· 2025-07-11 07:07
近日,国家医保局与国家卫健委联合印发的《支持创新药高质量发展的若干措施》正式落地,标志着我 国创新药支付体系迎来重大突破,政策聚焦"医保+商保"双轨支付、研发支持与用药落地提速,为生物 医药行业注入强劲动力。在这一背景下,易方达医药ETF联接基金(A类:001344;C类:007883)作为一 键布局医药核心资产的工具,凭借其低成本、高效透明及易方达专业管理优势,当前行情表现稳健,为 投资者提供了共享行业复苏红利的便捷途径。在指数投资领域,易方达基金管理公司经验已超21年,且 资产管理总规模处于行业前列,产品线齐全,后续将为产品运行保驾护航。(数据来源:Wind,截至于 2025年6月30日) 易方达医药ETF联接基金(A类:001344;C类:007883)精准契合这一趋势,其紧密跟踪中证医药卫生指 数,覆盖创新药、生物科技及医疗设备等核心领域,兼具行业代表性与均衡性。产品特点突出,其一, 运作高效透明,主要通过投资易方达沪深300医药ETF(512010)实现指数跟踪,年化管理费率仅0.5%; 其二,场外渠道便捷,10元起投,适合未开通证券账户的普通投资者多元配置;其三,底层ETF流动性 充裕,资金进出无 ...
创新药BD热潮持续,指数化投资优选易方达医药ETF联接
Cai Fu Zai Xian· 2025-07-09 07:17
Group 1 - The pharmaceutical sector has led the market with a 50.88% increase in the Hang Seng Healthcare Index this year, driven by innovative drugs and CXO services [1] - Three main drivers are contributing to the industry's value reassessment: policy benefits, technological breakthroughs, and capital inflow [1] - The E Fund Pharmaceutical ETF Connect Fund has achieved a 15.29% return over the past year, outperforming the CSI 300 Index, with a fund size exceeding 20.6 billion yuan [1] Group 2 - The current pharmaceutical industry is supported by both policy and demand, with improved negotiation rules for medical insurance and a solid growth in medical spending due to aging and consumption upgrades [1] - Core assets like WuXi AppTec and Mindray Medical are still recognized despite short-term pressures, with 15 out of 18 institutions giving a "buy" rating to Kelun Pharmaceutical [1] - The E Fund Pharmaceutical ETF Connect C has shown strong defensive characteristics, with a 6.58% return over the past three months, outperforming the 300 Pharmaceutical Index [1] Group 3 - The E Fund Pharmaceutical ETF Connect Fund offers a cost-effective way for investors to access leading pharmaceutical companies, with a current PE ratio of 28.61, below the five-year average [2] - The fund's management fee is only 0.5%, significantly lower than the typical 1.5% for actively managed pharmaceutical funds, making it attractive for investors [2] - A "pyramid-style" accumulation strategy is recommended for investors, with short-term traders focusing on the C share class and long-term investors on the A share class [2]