The pharmaceutical manufacturing theme fund has rebounded obviously.

On July 7, Capital State learned that Choice data shows that recently the medical sector has performed strongly, and the theme fund of pharmaceutical manufacturing has risen significantly. In the past 1 month, 192 funds (separated share) have increased. %.

Specifically, as of July 6, the top three pharmaceutical manufacturing funds managed by Morgan Stanley Huaxin Fund for the past month were the top three, namely Damo Yue'an and Mixed A (009893) , Damo Health Industry Mixed A (002708), Damo's domestic demand growth mixed A (010314), which rose 26.62%, 24.16%, and 21.89%during the period. Xin'ao Pharmaceutical Health Mixed (011598) rose 20.47%at the same time, ranking fourth.

In addition, in the TOP10 in the past month, there are also Xin'ao Health China Mixed A (003291), Rongtong Medical Care Industry Mixed A/B (161616), Rongtong Medical Care Industry Mixed C (009275) /C (005303/005304), etc., the interval increased by more than 18%.

The Southwest Securities Research Report believes that from the perspective of long -term dimensions, the intensity of investment and financing activities in the first -level market has increased significantly, and the number of innovative drugs has remained high. In terms of mid -term dimension, domestic innovation drugs ushered in the harvest period, accelerated development of macromolecular drug development, and the needs of new crown drug research and development. The upstream CRO sector has benefited significantly. At the same time The side reflects that the industry is still in the high prosperity cycle, enterprise orders are sufficient, and performance is expected to continue to grow at high speed. In terms of short -term dimensions, the domestic new crown -related CDMO orders increase the end -of -end business order, and the short -term performance is high.

Guoxin Securities Research Report believes that the valuation of the sector after the continuous rebound is still low, and the market is actively deployed to restore the quotation and the leader of the track. The biomedical sector has continued to rebound since May, and the current valuation is still at a historical low, and the entire sector has good growth. It is recommended to pay attention to the leading company leading company with reasonable valuations and the elastic target that benefits from recovery.

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