Innovation + Going Global Mainline Boosts Biomedical Sector, Biomedical ETF (512290) Rises Over 2% Intraday

Hua Yuan Securities pointed out that after a decade of innovative transformation from 2015 to 2025, China’s pharmaceutical industry has basically completed the transition from old to new growth drivers, replacing generics with innovation, and enhancing its global expansion capabilities. China’s innovative industry has reached a significant scale, traditional pharmaceutical companies have completed their transformation through innovation, and innovative drug companies are rapidly emerging. The ability to go global is accelerating, and Chinese pharmaceutical companies have become a key source of innovative transformation highly valued by multinational pharmaceutical firms. Medical equipment, supply chains, and other sectors have already secured a strong global position. On the demand side, the aging population continues to accelerate, with increasing needs for chronic diseases such as cardiovascular, cerebrovascular, endocrine, and orthopedics; on the payment side, medical insurance revenue and expenditure are steadily growing, while the medical insurance bureau actively promotes the development of commercial insurance to build a multi-layered payment system. New technologies are also accelerating industry transformation. Under the wave of AI technology, the pharmaceutical industry is expected to unlock new growth logic, with rapid developments in brain-computer interfaces, early tumor screening, and AI medical applications. Looking ahead to 2026, the focus remains on innovative pharmaceutical and biotech sectors, while also recommending strategic positioning in aging-related industries and out-of-hospital consumer markets that may experience a turnaround.

The Bio-Pharmaceutical ETF (512290) tracks the CS Bio-Pharmaceutical Index (930726), which selects listed companies involved in biotechnology, pharmaceuticals, medical devices, and related fields from the Shanghai and Shenzhen markets as index samples, reflecting the overall performance of bio-pharmaceutical-related listed companies.

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Daily Economic News

Editor: He Chong

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