Medical ETF (512170) attracted 650 million yuan last week, with a share of 27 billion copies!

In the early morning of the 25th, the medical sector fluctuated and strengthened, and Oriental Biological, South Micro Medicine, etc. all rose by more than 4%. Ed Biological, Wanfu Biology, Mike Biology, Haier Bio and other increased increases.

In terms of ETF, the largest medical ETF (512170) of the two cities fluctuated at a flat disk, with a transaction of 120 million yuan. In the last 6 trading days, the net inflow of continuous funds was achieved, with a total amount of 673 million yuan. In the previous 20 trading days, medical ETF (512170) (512170) There was a net inflow of funds on the 16th, with a total of 1.328 billion yuan!

[The medical list of 16 shares of the medical sector was announced. The CXO concept has made a high progress, and the highest performance has increased by 282 times, which continues to increase the momentum! .

Recently, China Securities Medical ingredients's central report performance trailer has been disclosed one after another. The newly disclosed 16 companies' overall performance is bright. -282 times, becoming a veritable "pre-increased king" in the two cities, the performance of the 100 billion HPV vaccine leader Wantai Biological Interim Report increased by more than 246%. Lai Ying also increased by 283%-306%year-on-year, and the performance growth range of Zhaoyan's new drug interim reporting was 122%-162%. It can be said to show high prosperity.

The in vitro diagnosis (IVD) leader Dian diagnosis and Daian genetic report performance also burst, the year-on-year growth rate is more than 100%, Daan's genetic report performance is as high as 3.37 billion yuan, an increase of 107%-132%year-on-year ; Dian diagnosed the interim reporting performance as high as 16-19 billion yuan, an increase of 120%-161%year-on-year. The third-party Independence Laboratory (ICL) leading Jinyu Medical Interim Report performance reached 1.55-168 billion yuan, an increase of 46%-59%year-on-year.

[Performance to the left valuation to the right, the medical sector's valuation has a record low, and the cost performance gradually prominent]

At the same time as the profit continued to increase, the level of valuation of the medical sector continued to refresh the historical low during the year. As of July 22, the Chinese Stock Exchange Medical Index valuation (price -earnings ratio) level was further shrinking to 29.6 times, and the number of historical points was 0.25%. The level is less than 99%of the time interval, and even lower than the valuation level of the end of 2018.

With the release of the latest 2 quarterly reports, the views of each current fund manager have disclosed one after another. Yinhua Fund Li Xiaoxing said that for the pharmaceutical sector, innovation is the future of the development of my country's pharmaceutical industry. CRO/CDMO is still the most powerful and certain section of the pharmaceutical sector, which continues to be optimistic about the stable performance and sustainable high increase. In addition, with the economic recovery in the third quarter, the demand and the optional medical beauty, medical services, etc. are expected to have good excess returns in the third quarter. Other sub -sectors, such as vaccines, medical devices, and high -quality stocks in Chinese medicine, will also participate moderately to maintain a balanced configuration of the combination.

Ruiyuan Fund's top veteran Fu Pengbo also increased the allocation of pharmaceutical stocks in the second quarter of 2022. In terms of industry, Fu Pengbo has increased the allocation of pharmaceutical, coal, photovoltaic and new energy fields, while reducing the electronics and communication industries. For the pharmaceutical sector, Fu Pengbo has increased its holdings of 5.161 million shares of Watson Bio.

For the addition of pharmaceutical stocks, Fu Pengbo explained in the quarterly report why the vaccine and special effects drug stocks were added in the second quarter: "To achieve uninterrupted economic life, generally vaccinated more effective vaccines for the whole people, and timely and effective treatment for patients, is it? The two key points to prevent and control are our main reason for our positions. "

[Since the beginning of the year, funds have been continuously borrowed from ETF low -inhalation layout. .

Since the beginning of the year, funds have continuously used the ETF low -suction layout to perform a medical sector with outstanding performance valuations. As of July 22, the share of medical ETF (512170) increased by more than 6.2 billion copies, the latest share exceeded 27 billion copies, 5 consecutive consecutive consecutive way Higher since its launch!

Medical ETF (512170) tracking CSI Medical Index (399989) ingredient stocks have comprehensively covered the subdivision leader in the field of medical devices and medical services. High -growth areas such as aging, medical consumption upgrades, and medical beauty have long -term national demand growth.

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