Consumer medical scrolls come back!The concept of CXO and ophthalmology has risen, and the amount of medical ETF (512170) has increased by 3%

In the early morning of the 14th, consumer medical treatment came again, leading the two cities, Tiger Medicine rose more than 8%, Opukang's vision of Optic concept stocks rose more than 7%. Disi and Kang Longcheng rose to increase, and the CSI Medical Index rose by more than 3%.

Medical ETF (512170) rose nearly 3%, and the turnover of 40 minutes of the opening exceeded 250 million yuan, significantly capacity. As of July 13, the latest 7 consecutive trading days of medical ETF (512170) have received a total of over 510 million yuan in net purchase!

The July strategy of Soochow Securities stated that excess returns in the second half of the year of medicine and medical treatment will be even more obvious. The first report is highly determined. Although Q2 may be affected to a certain extent in 2022, it can be expected to accelerate the growth of Q3, especially the consumer medical field; , Seriously low; although the third sector has rebounded, the valuation is still the lowest in nearly ten years. From the perspective of market performance, large market value companies with large declines and institutions are relatively strong in the early stage. Consumption medical care is the main reason for the main line: first of which consumer medical growth and policy immune; the second consumer recovery trend is obvious; the third has gone through market adjustment in the past year, and the valuation of consumer medical individual stocks is more attractive; the fourth chip structure is Seeing that the proportion of long -term decline in the pharmaceutical fund is relatively low, and other important sub -sectors flow to the consumer medical sector.

The latest data show that the latest valuation of the CSI Medical Index is 30.2 times, which is still lower than the valuation range of more than 99%of history.

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