The concept of Hong Kong stock medical device is higher, and Hang Seng Medical ETF (513060) shakes downward

Hang Seng Medical ETF (513060) shook down, down exceeding 1%, and the turnover exceeded 100 million yuan. Among the ingredients stocks, the concept of medical devices in Hong Kong stocks has risen, and minimally invasive medical treatment has risen by more than 15%, and now increases by more than 8%. Kangshino Bio rose more than 6%, minimally invasive robots and Peijia Medical rose by more than 5%; Fosun Pharmaceutical Periodic decline , Yaoming Ju Nuo, Koji Pharmaceutical, Rongchang Bio followed.

Recently, the relevant departments replied to suggest that they are studying and improving relevant policies and guiding all localities to timely include qualified innovative medical consumables in accordance with procedures into the scope of medical insurance payment. In the process of promoting the reform of DRG/DIP medical insurance payment methods, it supports innovative medical consumables and other relevant regulations and procedures.

In addition, in the process of concentrated volume procurement, medical institutions determine the demand for the amount of clinical use and medical technology according to the historical amount, and reasonably determine the proportion of the band in accordance with factors such as clinical use, market competition pattern, and number of middle -elected enterprises. In addition to the concentrated volume procurement, a certain market is left to provide space for innovative products to develop markets.

CITIC Construction Investment stated that during the reform of medical insurance payment methods such as DRG and DIP, it is expected to consider innovative equipment separately, which is conducive to ensuring the reasonable life cycle and profit space of innovative products. Continue to look at the investment opportunities of innovative equipment and comprehensively comprehensively related policy viewpoints, we believe that the marginity of innovative equipment medical insurance policies is eased.

Hang Seng Medical ETF (513060) is the only ETF on the market to track the Hang Seng Medical Healthcare Index. It mainly invests in the most developed medical segmentation track such as innovative drugs, biotechnology and medical care technology. More excellent companies, specialty medical device companies and Internet medical companies that are not listed in A shares.

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