新冠感染率激增!中藥ETF、中醫藥ETF和中藥50ETF大升3%
今日,新冠藥、新冠檢測方向領升,香雪製藥一度升停,目前升幅為19%,9個交易日大升超210%,廣生堂、凱普生物、蘭衞醫學、以嶺藥業、新華製藥等十餘股封板。
ETF方面,鵬華基金中藥ETF、匯添富基金中藥ETF、銀華基金中藥50ETF和華泰柏瑞基金中醫藥ETF均升超2%,民生加銀基金生物科技ETF基金、國泰基金疫苗ETF均升1.8%。

消息面上,世界衞生組織日前警吿,新冠病毒感染率正在全球範圍內激增,而且這種情況不太可能很快得到改善,國際社會應關注夏季新冠感染異常增多情況。世衞組織表示,來自84個國家的哨點監測系統的數據顯示,新冠病毒檢測呈陽性的百分比在過去幾周裏一直在上升。目前,全球範圍內新冠陽性檢出率略超10%,歐洲陽性率超過20%。世衞組織還擔心,更嚴重的新冠病毒變種可能很快就會出現,建議為最高危人羣接種新冠疫苗。
中國疾控中心8月8日發佈2024年7月全國新型冠狀病毒感染疫情情況,夏季流感等病毒感染佔比下降,新型冠狀病毒感染人數有上升,佔比升高。數據顯示,全國範圍內流感樣病例新冠病毒陽性率有所上升,從7月1日-7月7日的8.9%持續上升至7月22日-7月28日的18.7%,主要流行株均為奧密克戎變異株,我國主要以JN.1系列變異株和XDV系列變異株為主。
先聲藥業表示,從上個月開始,公司抗新冠藥先諾欣的發貨量就開始增長,本月延續增長。上個月主要是南方城市居多,如浙江雲南等地,北京上海也增長不少,本月主要是北方城市發貨量開始增加。
截至8月7日,中藥上市公司已有4家企業公佈2024年半年報,其中,1家企業實現營收、淨利潤同比正增長。有14家企業公佈業績預吿/業績快報,其中,8家企業實現淨利潤同比正增長。
7月31日,國家中醫藥管理局召開新聞發佈會,介紹《中醫藥標準化行動計劃(2024-2026年)》,以及中醫藥標準化工作進展成效有關情況。
湘財證券認為,在政策與臨牀需求雙驅動之下,中藥創新再度加速,新藥上市節奏加快且1類新藥佔比明顯提升。研發創新是核心,進入醫保基藥目錄是放量的重要條件,而下半年基藥目錄調整是大概率事件,或成為行業催化因素。
目前A股的中藥ETF有4只,分別是鵬華基金中藥ETF、華泰柏瑞基金中醫藥ETF、銀華基金中藥50ETF和匯添富基金中藥ETF,跟蹤的指數均是中證中藥。
從最新規模來看,匯添富基金中藥ETF的規模最大,最新規模為21.47億元。鵬華基金中藥ETF次之,最新規模為3億元。

中證指數官網顯示,中證中藥指數選取涉及中藥生產與銷售等業務的上市公司證券作為樣本,以反映中藥概念類上市公司的整體表現。
該指數的前十大權重股是雲南白藥、片仔癀、同仁堂、東阿阿膠、華潤三九、白雲山、以嶺藥業、吉林敖東、天士力和濟川藥業,合計權重達到54.93%。

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