In the secondary market, Internet medical care has also become a hot topic in Qian Jing. Since the beginning of this year, the Shanghai Composite Index has risen by 40%, and the CITIC Pharmaceutical Index has risen by more than 60%, among which the smart medical sector has been among the top gainers. Yesterday, the pharmaceutical biology sector performed well, with 102 stocks, accounting for 90%. Among them, there are as many as 22 stocks with daily limit, including Kangmei Pharmaceutical (19.8 +5.88%, consulting), Lepu Medical and David Medical (33.22 +3.62%, consulting).
The medical theme fund has the upper hand
Many funders believe that when the pharmaceutical sector is surging, the corresponding medical theme fund is undoubtedly a good choice. It is easier for investors to share the benefits of market hotspots through medical theme funds than to simply choose individual stocks.
Since the beginning of this year, the medical theme fund has made considerable gains. At present, there are 20 medical theme funds in the city's market, and the average unit net value increased by 80% during the year. Among them, Medicine B( 150 13 1) leads the medical theme fund with a yield of 136%, while Guo Fu Medical and ICBC Medical Fund are 132% and1/respectively. Followed by Medicine 800B, Penghua Medical, Yifangda, Rongtong Medical, Bosera Medical and SDIC UBS Medical Care Fund, the annual net growth rate exceeded 80%. Recently, the medical theme fund has shown an accelerated trend. For example, from April 27th to May 19, the net growth rate of SDIC UBS Health Pension Fund was 13.76%, which outperformed the Shanghai and Shenzhen 300 Index 13. 15 percentage points.
The reporter of "Investment Express" consulted the fund's quarterly report and found that almost all medical theme funds expressed strong optimism about domestic Internet medical care. Dai Yiqiang, manager of Guo Fu Health Insurance Fund, said in a quarterly report that the main change in the pharmaceutical industry in the first quarter was the vigorous development of drug bidding and medical field combined with Internet technology in some areas, and the shareholding was moderately concentrated in emerging technology fields and Internet medical stocks.
With the continuous release of modern people's demand for medical care, the big health industry has become a new industry with great potential, and the "money" scene is infinite. Ni, fund manager of SDIC UBS Healthcare Hybrid (Aiji, Net Value, Information), said that the future performance of the pharmaceutical sector is worth looking forward to, the rapid and stable growth trend will continue, the industry concentration of policy support will continue to increase, and the long-term investment value of pharmaceutical theme funds is outstanding.