"Commercial insurance catalog" injects new energy, and medical funds sound the clarion call for counterattack.

After more than two months of adjustment, the pharmaceutical theme funds are quietly sounding the horn of counterattack. Recently, the performance of several pharmaceutical theme funds has stabilized, and some funds have even resumed their upward trend. At the same time, the introduction of the "Commercial Insurance Innovative Drug Catalog" mechanism in medical insurance negotiations has greatly ignited market enthusiasm, with related ETFs experiencing high trading volume. Institutions believe that the pharmaceutical sector, especially in the field of innovative drugs, is entering a new window of release of long-term investment value, driven by both the reform of the payment system and performance realization.