The largest medical device ETF ( 159873) tracking the same index rose nearly 1% during intraday trading, with brain-computer interface content exceeding 19%

NightAirdropper · 2026-03-24T08:20:30+00:00

Both markets opened higher but closed lower. The medical device sector showed strong performance, with the Medical Device ETF (159873) continuously attracting capital inflows of 55.7230 million yuan in net inflows. Its constituent stocks focus on brain-computer interfaces with attractive valuations. The National Medical Products Administration has optimized its approval process, and industry prospects are optimistic. It is recommended that investors pay attention to targets with strong earnings certainty.

NightAirdropper

2026-03-24 08:20:30

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In the market, both major exchanges opened high and then declined, with the medical equipment sector rising. Regarding related ETFs, the Medical Equipment ETF (159873) index increased by 0.90% during the trading session, with a trading volume of 3.1911 million yuan, ranking first among similar funds; its turnover rate reached 1.14%, also the highest among peers. Among its constituent stocks, Yingkang Life, Sano Medical, and Nanwei Medical led the gains.

Notably, Wind data shows that the Medical Equipment ETF (159873) has been continuously attracting funds over the past three trading days (March 19–23, 2026), with a total net inflow of 55.723 million yuan in the last 30 trading days. As of March 23, 2026, the fund’s latest size was 278 million yuan, ranking first among similar funds in the market.

The Medical Equipment ETF (159873) has a high content of brain-computer interface stocks, accounting for over 19%! With strong technological attributes, nearly 80% of its components are from the STAR Market and ChiNext. Under the support of domestic innovation substitution, accelerated exports, and new technologies, a comprehensive valuation recovery is expected. It covers core concepts such as Sanbo Brain Science, Xiangyu Medical, and Weis Medical.

The price-to-book ratio of the Medical and Healthcare Index is currently 2.79, at its lowest historical level, below the 100% mark of past periods. The current valuation level is highly attractive, highlighting the cost-effectiveness of sector allocation.

On the news front, the National Medical Products Administration released a new version of the special approval process for innovative medical devices, further optimizing review procedures and shortening the time to market. Additionally, according to Securities Times, a new round of centralized procurement for medical devices has been implemented smoothly, with some products achieving better-than-expected bid prices, easing industry concerns about profit margins. Furthermore, the Ministry of Industry and Information Technology disclosed on its official website that multiple departments jointly issued the “Digital Transformation Action Plan for the Pharmaceutical Industry,” explicitly supporting technological innovation and application in AI drug manufacturing and smart factories.

China Securities believes that the healthcare sector, under the “dumbbell strategy,” is a defensive core holding. Investment should focus on stocks with strong performance certainty, and attention should be paid to reasonably valued internet giants and pharmaceutical targets with AI transformation potential, for balanced structural opportunities.

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