The pharmaceutical and biological sector has risen sharply, and 8 related ETFs have risen and stopped!

【Pharmaceutical Network Pharmaceutical Stock Market】On October 14, the pharmaceutical biotechnology sector rose sharply, and pharmaceutical biotechnology (Shenwan) rose by more than 7%
in a single day.
In terms of individual stocks, 43 companies such as Dirui Medical, Mike Biologics, Kai Medical, WuXi AppTec, Hengrui Pharmaceutical, and Changchun High-tech rose by more than 10%, in addition, Zhenghai Biotechnology, OPCOM Vision, Mindray Medical, Kanglong Chemical, Porton Shares, Tigermed Pharmaceutical, Zhifei Biotechnology, etc.
rose by more than 10%.

At the same time, the yield of pharmaceutical and biotechnology-related thematic funds on the day was outstanding
.
Data show that on October 14, 8 ETFs, including Yongying Medical Equipment ETF, China Merchants Equipment ETF, E Fund Pharmaceutical ETF, CCB Medical ETF, Tianhong Medical Equipment ETF, Harvest Medical and Health ETF, E Fund Medical 50 ETF, Huaxia Biotechnology ETF, Huabao Medical ETF, China Universal Pharmaceutical ETF, etc.
, were up or down, among which Yongying Medical Device ETF, China Merchants CSI All Index Medical Device ETF, E Funda CSI 300 Pharmaceutical ETF, CCB CSI All Index Healthcare Equipment and Services ETF rose by more than 10%, and 15 related ETFs rose by more than 9%.

From the perspective of the turnover of related ETF products, on October 14, there were about 40 pharmaceutical-related ETFs, with a total turnover of 5.
87 billion yuan
throughout the day.
Among them, E Fund's CSI 300 Pharmaceutical ETF and Huabao CSI Healthcare ETF had the highest single-day turnover, with 1.
873 billion yuan and 1.
435 billion yuan
respectively.
Since the second half of 2021, the pharmaceutical sector has continued to pull back, valuations have fallen, and the strong recovery of related sectors such as medicine and medical on October 14 has attracted attention
from the industry.
The industry believes that on the whole, the rebound of the pharmaceutical sector is driven by both market and sentiment
.
On the news, on October 12, the National Health Insurance Bureau successively published 80 replies
to relevant suggestions and proposals.
Among them, for innovative medical devices, the National Medical Insurance Bureau recently clarified that it will not be included in collective procurement for the time being, and it said that the current centralized procurement focus will include some medical consumables with large clinical use, mature clinical use, high procurement amount, and full market competition, and promote the price to return to a reasonable level
through open and transparent competition rules.
In addition, the much-watched fiscal subsidized loan renewal policy for medical equipment has been promoted in various places, which is expected to release the procurement demand of
medical institutions in stages.
Pacific Securities believes that the government subsidized loan to upgrade medical equipment is an important part of the new domestic medical infrastructure and a major opportunity for
domestic medical equipment enterprises.
In terms of innovative drugs, there has also been a recovery on the policy side, clarifying that this year's medical insurance negotiations for new indications for drugs will consider simple renewal, mainly considering factors such as the actual expenditure of the medical insurance fund and the fund expenditure budget, whether the market environment has undergone major changes, etc.
, and some innovative drugs for new indications may not need to be renegotiated
.
In addition, the suggestions and proposals also include innovative drug payment, rare disease medication, chronic disease management, guiding the development of traditional Chinese medicine, assisted reproduction, mental health, medical insurance coordination, resident pension and other fields
.
At the same time, on the evening of the 13th, the draft of the centralized procurement plan for liver function biochemical reagents led by Jiangxi came out, and the biochemical centralized procurement was more moderate than the previous high-value consumables centralized procurement, and the industry expected that the follow-up IVD centralized procurement pressure was better than market expectations
.
A number of institutional analysts believe that the current pharmaceutical biotechnology sector is at the bottom of policy, allocation and valuation, with the continuous release of positive signals, the market space continues to expand, optimistic about the future market trend
.
At this stage, listed companies have released three quarterly reports, and the industry recommends focusing on the direction of long-term excellent growth in the sector and the rapid recovery of quarterly performance
.
For aftermarket opportunities, the industry also said that it can be tapped, focusing on potential main lines including IVD and high-value consumables that suppress valuations, investment-related medical equipment, innovative drugs, etc
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.