On December 18, 2023, ** continued to weaken, and the two cities continued to close in the green. In the industry sector, in addition to the shipping port and logistics industry is active against the trend, there are also traditional Chinese medicine and auto parts sectors that barely closed in the red.
In terms of ETFs on the market, the Shanghai-Hong Kong Stock Connect ETF Traditional Chinese Medicine ETF (560080) led the gains, and the Shenzhen-Hong Kong Stock Connect ETF Pharmaceutical and Health ETF (159938) and innovative drugs (159992) led the gains, becoming the only two red-plate ETFs, with a turnover of 24% respectively, with a turnover of 44.57 million yuan and 23.9 billion yuan.
The CSI All-Index Healthcare Index (000991. (. tracked by the Healthcare ETF (159938SH) is an index sample of listed companies that meet certain liquidity and market capitalization screening conditions from the CSI All-Index industry to reflect the overall performance of the more representative and investable listed companies** in each industry.
The CSI Innovative Drugs Industry Index (931152. tracked by Innovative Drugs (159992).CSI), select listed companies whose main business involves the research and development of innovative drugs as the sample to be selected, and select no more than 50 of the most representative companies as sample stocks according to market capitalization, reflecting the overall performance of listed companies in the innovative drug industry and providing investors with new investment targets.
*On the surface, the CSI All-Index Medical and Health Index (000991SH) today**011%, CSI Innovative Drug Industry Index (931152csi)**0.16%。
On the news side, on December 13, the National Health Insurance Administration released the results of the adjustment of the 2023 National Medical Insurance Catalog, and 121 drugs were successfully negotiated or bidd, with a negotiation success rate of 846%, with an average price reduction of 617%, the success rate and ** decline are basically the same as in 2022.
Debang** pointed out in the weekly report of the pharmaceutical industry on December 18, 2023 that since the end of October, the third quarter report has been empty for 1 month, and it has been adjusted for half a month, considering the more certainty of growth in 24 years and the comparative advantages between industries, we are not pessimistic at present, especially the recent medical insurance negotiation results fully express the support for innovation and support for traditional Chinese medicine. It is believed that the current medicine can continue to be allocated, and the core direction of 24 years is innovation + going overseas + traditional Chinese medicine.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.