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On April 25, the medical sector suddenly rose, Preh Ophthalmology 、 Open medical treatment It rose by more than 4%, leading the rise of 50 constituent stocks of CSI Healthcare! Tongce Medical 、 Lepu Medical 、 Aier Ophthalmology And other multi stocks rose more than 3%.
In terms of ETF, the representative medical ETF (512170) in the medical sector rose in shock, and the price in the press floor rose by 1.25%! It is worth mentioning that in the previous three trading days, medical ETF (512170) has continuously closed the positive line.
In terms of funds, the ETF has attracted significant cash recently. Data shows that as of April 24, the medical ETF (512170) had accumulated a net inflow of nearly 1 billion yuan in the past month.
The latest news of the industry: Li Li, secretary of the Party Leadership Group and director of the State Food and Drug Administration, investigated relevant pharmaceutical enterprises in Shanghai from April 23 to 24, and presided over a symposium to listen to the opinions and suggestions on the development of the bio pharmaceutical industry.
Li Li stressed that pharmaceutical enterprises and drug regulatory authorities should work together to ensure safety and promote development. Pharmaceutical enterprises should firmly establish the concept that quality is life, fully implement the main responsibility, strengthen the investigation and rectification of risks and hidden dangers, increase scientific research investment, talent introduction and training, create a good environment for scientific research and innovation, focus on carrying out cutting-edge basic research and core technology research in biomedicine, and constantly improve innovation ability. Drug regulatory authorities should adhere to the principle of integrating supervision into services, continue to deepen the reform of the review and approval system, actively support pharmaceutical R&D and innovation, and promote China's transformation from a big pharmaceutical country to a strong pharmaceutical country.
Guosen Securities According to the latest research report, the pharmaceutical industry is currently in a major layout area with low growth, low profitability, undervaluation, and low transaction attention, or is entering a long-term upward turning point. It is suggested to focus on the following directions: 1) innovative drugs Innovative healthcare Equipment enterprises; 2) Companies with international capabilities and potential; 3) Industries and companies that meet the "four new" standards (new track, new technology, new platform and new mechanism) and represent new quality productivity; 4) Under the background of silver economy, products and industries that can meet the needs of C-end home-based elderly care and are self funded.
Public data shows that medical ETF (512170) tracks CSI Medical Index The constituent stocks have fully covered the sub leaders in the field of medical devices and medical services, of which the weight of medical devices is about 40%, directly benefiting from the new medical infrastructure in the post epidemic era; The weight of medical services+medical beauty is about 50%, covering 10 CXO concept stocks, directly benefiting from the aging population, medical consumption upgrading, medical beauty and other trends of the times.
The pictures are from iFinD, Shanghai and Shenzhen Stock Exchanges, and Huabao Fund as of April 25. Risk tip: The medical ETF (512170) and its feeder funds passively track the CSI medical index. The base date of the index is December 31, 2004, and it was released on October 31, 2014. The composition of the index constituent stocks is adjusted according to the compilation rules of the index. The index component stocks in this article are only for display, and the description of individual stocks is not used as any form of investment advice, nor does it represent the position information and trading trend of any fund under the manager. The risk levels of the Fund and its feeder funds assessed by the Fund Manager are R3 medium risk and R4 medium high risk, which are suitable for balanced (C3), active (C4) and above investors respectively. The appropriateness matching opinion shall be subject to the sales agency. Any information appearing in this document (including but not limited to individual shares, comments, forecasts, charts, indicators, theories, statements in any form, etc.) is only for reference, and the investor must be responsible for any investment behavior independently decided. In addition, any opinion, analysis and forecast in this article does not constitute any form of investment advice for readers, nor is it liable for any direct or indirect losses arising from the use of this article. The fund investment is risky. The past performance of the fund does not represent its future performance. The performance of other funds managed by the fund manager does not constitute a guarantee for the performance of the fund. The fund investment should be cautious.
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