The medical device sector collectively rises, and the medical device ETF (159883) rose 1.30%

On July 8, the two cities maintained a narrow shock pattern, and the medical sector performed well. On the disk, the medical device sector rose top. Open medical treatment rose 15.55%, and the Mingyue lens rose by 8.60%. It adopted shares, Huayang Medical, Haitai Xinguang, and Gongdong Medical. Strong.

As of press time, ETF (159883), the largest A -share medical device, rose 1.30 %, with a daily turnover of 27.46 million yuan.

Tianfeng Securities recently pointed out that multiple indicators are currently guiding the long -term bottom position of the pharmaceutical sector, but more importantly, the changes in fundamental expectations have occurred. First of all, from the perspective of the position of public funds, the super proportion of medicine is at a relatively low level in the past 10 years, indicating that the excess returns are also at the bottom of the historical level. From the perspective Near -2x standard deviations have implied relatively pessimistic expectations; the basic reactions of policy and fundamental pessimistic expectations are in the stock price. Some of the short -term changes are guiding the pharmaceutical sector out of the bottom area.

Huachuang Securities stated that the epidemic will not change the essence of the high growth of the Chinese medical device sector. In the future, the domestic dynamic clearance policy will be firmly implemented. The characteristics of the new crown virus will present the characteristics of scattered points and from the discovery to the shorter period of elimination cycle. In the long run, it is difficult to become a factor that affects the long -term value of enterprises. Companies that are negatively affected by business attributes such as business attributes during the epidemic period are expected to accelerate in the third quarter. The funds and channels accumulated by the company that benefited from the epidemic period also have a profound impact on future company development. On the whole, the epidemic will not change the essence of the high growth of the Chinese medical device sector.

Medical Devices ETF (159883) is currently the largest medical device industry ETF in A -share. The ETF tracking China Stock Exchange refers to the medical device index, covering four major sections including medical equipment, medical consumables, IVDs, and medical beauty, and comprehensively characterizes the development of the A -share medical device industry. The top ten weights are Mai Rui Medical, Meimei, Wantai Biology, Opangshi, Jianfan Medical, Lepu Medical, Jiu'an Medical, Jintu Medicine, Huada Gene, Yirui Technology and other stocks. 46.34%.

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Double innovation content exceeds 70 %. The subject index of the target index contains 52 science and technology boards+GEM stocks, which accounts for 71.34%. The investment threshold for investment is high, and there are more high -priced stocks. In comparison, the medical device ETF can open a securities account to perform efficient transactions, and only 70 yuan in one hand, exempting the printing duty, is more suitable for ordinary investors.

The general trend of medical new infrastructure. New medical infrastructure is a major trend in the construction of a national medical system. Especially under the impact of the new crown epidemic, the domestic medical shortcomings appear (medical resources tension). In the post -epidemic era, the world has strengthened public health construction, conforms to the wave of new medical infrastructure, and provides development opportunities for domestic medical device products to go to sea. The domestic replacement and internationalization process of the medical device industry have continued to accelerate.

Historically low in valuation. As the risk of the sector continues to be released, the valuation repair market may be expected. As of July 7, the latest PE valuation of the target index was only 20.93 times, and the historical history was 0.65 % percentage. It was lower than the similar pharmaceutical and medical index.

Double cover in the field. For ordinary investors, the types of medical devices are complicated and the research threshold is high, the stocks fluctuate is large, the research of individual investors is more difficult, the borrowing index fund is more worry -free, and the investment risk of individual stocks can be decentralized. Users can use medical devices ETF (159883), and out -of -the -venue users can make batch layouts through the connection fund (A share 013415, C share 013416).

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