Beauty brewing biological manufacturing bill, CXO fell again, medical ETF (512170) fell more than 2%

In the early morning of the 13th, the CXO sector declined significantly, and Kang Long turned to more than 11%. Kailai Ying and Yaoming Kangde approached the limit. 2%.

According to media news on September 10, the United States is preparing to sign an administrative order designed to help expand the biological manufacturing industry in the United States and reduce dependence on China. The details of the order have not yet been made public.

Affected by this, the CXO concept fell again. CICC's latest point of view states that CXO is restricted to the relationship between overseas supply chain and supply and demand in the short -term restricted overseas supply chain, waiting for catalytic factors. The CXO sector is still limited by 1) Overseas supply chain interruptions; 2) whether the industry is still questioned after the Ming Dynasty, and the short -term valuation is still suppressed. Last week, overseas economic expectations improved, slow interest rate hikes slowed down, the Biotech sector rebounded, which had a positive impact on the CXO sector. In the middle and long term, the reversal of the sector still needs to further confirm the order demand and expansion expectations next year. We look forward to the announcement of the industry and key companies in Q4 to announce the announcement of new information.

In terms of popular ETFs, as of now, the largest medical ETF (512170) of the two cities has fallen 2.19 %, and the turnover exceeds 360 million yuan. It has continuously fallen below the 10th and 5th lines in the morning. Judging from the latest performance data, the performance of the China Stock Exchange Medical Index continued to maintain a high -speed growth in the first half of 2022. Among them, the CXO concept is the highest. 82%!

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