The industry is favorable and continuously releases biomedical ETFs more than 4%

Today, the pharmaceutical sector has risen again becoming a pioneer in rebound. The relevant industry ETF -Biomedical ETF (512290) rose more than 4%, leading the market. From the message, after the boots landed, the good news continued to release.

Today's pharmaceutical sector has performed strong performance. Wuzhou Medical, Zhenghai Biological, Australian Worked Mirror, Xiangsheng Medical, and Postering Shares have risen by more than 10%. Hengrui Pharmaceutical and Yuyue Medical rose more than 6%.

In terms of news, on the evening of September 27, the National Organic Consumption Purchase Platform announced the results of the selection of orthopedic spine consumables.

Prior to this, the biomedical industry has recently been released. On September 13, the relevant departments determined the update and transformation of equipment for special re -loan and fiscal discount support to support some areas to achieve the goal of expanding market demand and increased development.

On September 7, the relevant departments clearly mentioned the support of the hospital's "new loans for equipment purchase and renewal and renovation, and implementing phased encouragement policies".

The Everbright Securities Research Report shows that the bottom of the industry policy has gradually appeared: dental implants and other collection policies are better than market expectations, and the support policy of traditional Chinese medicine has continued to land. The industry's spring breeze followed.

As of September 28, Biomedical ETF (512290) had a medical decline of more than 33%this year.

Debon Securities analysis, fifteen years of medical repetition! Emotional freezing point may be the starting point of a bull market. The 15 -year market for re -enrolling the pharmaceutical biological sector, the pharmaceutical sector has ushered in a new round of pharmaceutical bull market at the bottom of the valuation and emotional freezing. After nearly fifteen years of reciprocating the medical sector market trend, the sector has repeatedly got out of differentiation. After four times in 2018/2012/2015/2019, the pharmaceutical sector has ushered in the improving the marginal improvement of the policy or environment. Reversal and subsequent significant strong periods. In the current environment, medicine is already in low valuation and low configuration status, the policy side has continuously released positive signals, and public health prevention and control have also made significant progress. Currently, medicine is expected to usher in a new round of strong period.

Hua'an Securities believes that at this stage, the valuation of medicines is new year. If there is a chance to rebound in medicine, there will be a greater opportunity for recognizable leadership and subdivisions of the supplementing and suppressed, especially high -value consumables, especially high -value consumables. The wind should be a good look at the amount of public offering, the new low+market emotion is extremely disliked by medicine. In the future, incremental funds come in, and the space will increase. This is the bottom of medicine. It is a good time to buy. The leader of the industry is easier to gain the favor of funds.

For the rebound opportunities of the medical and pharmaceutical sector, investors can pay attention to medical ETF (159828), biomedical ETF (512290), innovative medicine CSI ETF (517110), vaccine ETF (159643).

- END -