Today's market adjusted slightly, and the two cities further increased to 2.27 trillion, setting a new high in recent transactions, but there was still a distance from the previous peak of 3.48 trillion. As of the close of trading on November 1, 2024, the CSI Medical and Health Index (000933) closed up 0.15%, the constituent stocks Rongchang Biotech (688331) rose 18.14%, Lao Baimin (603883) rose 10.02%, Dashenlin (Rights Protection) (603233) rose 10.01%, Yifeng Pharmacy (603939) rose 9.99%, and Haisco (002653) rose 4.49%.

In terms of popular ETFs, pharmaceutical ETFs (159929) rose more than 1% intraday, and then fell back to close up 0.08%, with the latest price at 1.31 yuan and a closing turnover of 93.7443 million yuan.

In terms of scale, the latest scale of pharmaceutical ETF (159929) reached 2.377 billion yuan.

In terms of shares, the latest share of pharmaceutical ETF (159929) reached 1.821 billion, a new high in the past one year.

From the perspective of net inflow of funds, pharmaceutical ETFs have received continuous net inflows in the past three days, with the highest net inflow of 74.9884 million yuan in a single day, with a total of 88.1136 million yuan and an average daily net inflow of 29.3712 million yuan.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of pharmaceutical ETF reached 19.4159 million yuan, and the latest financing balance reached 176 million yuan.

On the news side, on October 28, the official website of the General Office of the State Council issued the "Several Measures on Accelerating the Improvement of the Childbirth Support Policy System and Promoting the Construction of a Childbirth-Friendly Society", which proposes a series of childbirth support measures from four aspects: strengthening the support of childbirth services, strengthening the construction of the childcare service system, strengthening education, housing, employment and other support measures, and creating a childbirth-friendly social atmosphere.

Huatai Securities believes that the follow-up local governments and ministries will continue to introduce relevant policies around the "fertility friendly". We are optimistic about the importance of top-level design to fertility support, and believe that IVF, hospitals, children's medicines, vaccines and other subdivisions are expected to benefit.

Guojin Securities pointed out that the company's three quarterly reports have recently entered the intensive disclosure period, and the performance growth rate of some products of medical equipment and offline OTC retail companies has slowed down significantly, mainly related to the bidding demand and channel inventory clearance affected by the policy. However, due to the persistence of patient diagnosis and treatment needs, we judge that the overall demand for the device sector will continue to resume growth in the future.

Investors who are optimistic about the overall pharmaceutical sector, related products pharmaceutical ETF (159929).

According to the data, the CSI Medical and Health Index (000933) tracked by the Pharmaceutical ETF (159929) fully covers the subdivision of the pharmaceutical sector. According to the data, as of October 25, 2024, the top ten weighted stocks of the CSI Healthcare Index (000933) are Hengrui Pharmaceutical, Mindray Pharmaceutical, WuXi AppTec, Pien Tze Huang, Aier Ophthalmology, Yunnan Baiyao, Xinhecheng, United Imaging Medical, Shanghai RAAS, and Zhifei Biotech, with the top ten weighted stocks accounting for 43.89% in total.

Risk Warning: Funds are risky, and investment should be cautious. This material is promotional material only and is not intended as any legal document. Investors should carefully read the Fund Contract, Prospectus and Key Facts Statement and other legal documents to understand the product information in detail. Pharmaceutical ETF is a higher risk level (R4) product, which is suitable for investors who are aggressive (C4) and above after the customer's risk level assessment. The information in this article is for reference only, and investors must be responsible for any investment behavior determined independently. The individual stocks mentioned in the article are only objectively displayed and enumerated by the constituent stocks of the index, and the information appearing in this article is for reference only, and investors must be responsible for any investment behavior determined independently. Any opinions, analyses and forecasts contained in this article do not constitute investment advice of any kind to the reader.