Kang Longhua rose by more than 4%, Ming Kangde rose more than 3%, medical ETF (159828) rose more than 0.5%

Author:Capital state Time:2022.07.05

Midi and Kanglong turned over 4%.Medical ETF (159828) rose over 0.5%, with a turnover of nearly 100 million yuan.

Pacific Securities believes that after a long time adjustment of the pharmaceutical sector, the valuation is close to the bottom. Recently, the interstitial improvement and some policies are expected to show good stimuli recently. Starting from the fundamentalsMatching, we recommend that three ideas are recommended in the short term, 1) Medical services are significantly recovered from the epidemic, paying attention to the logic of performance restoration in the second half of the year;Pay attention to marginal improvement and bring valuation rebound.

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