On the morning of August 29th, the pharmaceutical sector showed active performance, with Zhejiang Huahai Pharmaceutical Co.,Ltd. hitting the daily limit up, while Darental and BeiGene surged over 4%, and Bailitian Hengsheng rose over 3%.
In terms of popular ETFs, the market's only Drug ETF (562050) that tracks the pharmaceutical index quickly surged 1.83% during trading! Over the previous two days, the 562050 ETF attracted a combined inflow of over 24 million yuan.
On the news front, on August 27th, the State Council approved the "Development Plan for Open Innovation in the Full Industrial Chain of Biomedicine in China (Jiangsu) Pilot Free Trade Zone," promoting integrated innovative development of the entire biomedicine industrial chain.
On August 28th, the National Medical Products Administration convened a national symposium on the compilation of the "15th Five-Year Plan" for pharmaceuticals in Beijing. The meeting emphasized the need to thoroughly research and propose overall development strategies for pharmaceutical regulation during the "15th Five-Year Plan" period, while improving the pharmaceutical safety responsibility system and full-chain regulatory mechanisms, enhancing law enforcement capabilities, and achieving high-standard pharmaceutical safety. Additionally, the meeting stressed the importance of deepening reforms in pharmaceutical review and approval systems and supporting the inheritance and innovation of traditional Chinese medicine.
Huayuan Securities noted that traditional pharma companies showed impressive interim results in the first half of 2025, with significant innovation transformation achievements. Innovation revenue and its proportion continue to climb, becoming an important engine driving performance growth. Overseas expansion capabilities continue to improve, with BD deals for innovative drugs and devices reaching record levels, making Chinese companies an important source of innovation transformation valued by global MNCs. Accelerating aging drives increased demand for chronic diseases, creating a "silver economy" with long-term growth potential. Medical insurance revenue and expenditure maintain steady growth, while commercial insurance development builds a multi-tiered payment system. Under the AI wave, the pharmaceutical industry is expected to unleash new growth logic.
To capitalize on China's pharmaceutical value revaluation opportunities, investors should focus on the market's only Drug ETF (562050) and its feeder fund (024986). It concentrates on A-share's top 50 leading pharmaceutical companies, with heavy allocation to innovative drugs (60%), while also considering high-barrier generic drugs and traditional Chinese medicine, completely excluding medical devices and CXO.
To seize the bull market's low-position catch-up opportunities, investors should focus on A-share's largest Medical ETF (512170) and its feeder fund (012323). It concentrates on "medical devices (52%) + medical services (40%)," highly correlated with AI healthcare, covering 6 leading CXO stocks.
Risk Warning: The Medical ETF and its feeder fund passively track the CSI Healthcare Index, which has a base date of December 31, 2004, and was published on October 31, 2014. The Drug ETF passively tracks the CSI Pharmaceutical Index, which has a base date of December 30, 2011, and was published on July 15, 2013. The index constituent stocks mentioned in this article are for display purposes only. Individual stock descriptions do not constitute any form of investment advice, nor do they represent holding information and trading activities of any fund under the management company. The fund manager assesses the Medical ETF and Drug ETF as R3-medium risk, suitable for balanced (C3) and above investors. The Medical ETF feeder fund is assessed as R4-medium-high risk, suitable for aggressive (C4) and above investors. Suitability matching opinions should be based on sales institutions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only. Investors must be responsible for any independent investment decisions. Furthermore, any views, analyses, and predictions in this article do not constitute investment advice to readers in any form, nor do they bear any responsibility for direct or indirect losses caused by using the content of this article. Fund investment involves risks. Past performance of funds does not represent future performance. Performance of other funds managed by the fund manager does not guarantee fund performance. Fund investment should be approached with caution.
MACD golden cross signal forms, these stocks show good upward momentum!