消息面上，京东健康收入持续超预期 ，AI赋能医疗健康生态闭环建设加速。 截至2025年8月15日 9:55，$港股医疗ETF（159366）$涨超2%，成分股京东健康（6618）涨超10%，为该ETF第二大成分股，占比超10%。 流动性方面，港股医疗ETF市场交投活跃。拉长时间看，截至8月14日，港股医疗ETF近1月日均成交2.92亿元。 | 序号 | 名称 | 代码 | 涨跌幅 ▼ | | --- | --- | --- | --- | | 1 | 京东健康 | 6618 | 10.21% | | 2 | 一脉阳光 | 2522 | 7.35% | | 3 | 平安好医生 | 1833 | 3.26% | | 4 | 美中嘉和 | 2453 | 3.58% | | 5 | 阿里健康 | 0241 | 3.35% | | 6 | 百济神州 | 6160 | 1.84% | | 7 | 信达生物 | 1801 | 1.72% | | 8 | 先健科技 | 1302 | 1.43% | | 9 | 微创机器人-B | 2252 | 1.18% | | 10 | 思派健康 | 0314 | 1.04% | 此外，在 ...

Market Overview - The market experienced fluctuations with all three major indices closing lower, with the Shanghai Composite Index down 0.03%, Shenzhen Component Index down 0.22%, and ChiNext Index down 0.22 [1] - Sectors such as chemical pharmaceuticals, automotive parts, and oil showed gains, while insurance, steel, and energy metals sectors faced declines [1] Pharmaceutical Industry Insights - The National Healthcare Security Administration announced the initiation of the 11th batch of centralized drug procurement, including 55 products, with results expected to be published between October and November 2025 [1] - Institutions are optimistic about the overall recovery opportunities in the innovative drug sector, particularly following the adjustment of the national medical insurance and commercial health insurance drug directories [2] Automotive Industry Developments - As of July 11, 2025, the proportion of new energy vehicles (NEVs) in China's automotive market reached 10%, with an expected total NEV sales of 16 million units this year, and NEV sales are projected to exceed 50% of total new car sales [2] - Continuous release of new models and sustained consumer demand are expected to keep the automotive market performance strong, with a focus on low-valuation leading companies in the electric and intelligent vehicle sectors [3] Hong Kong Market Outlook - The Hong Kong stock market is anticipated to experience a structural upward trend, with overall valuations remaining relatively low and long-term investment value being high [3] - The ongoing reform of the listing system in Hong Kong is expected to enhance asset quality and liquidity, potentially attracting more southbound capital [3]