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After a long adjustment period, the pharmaceutical and biological sector has recently re-entered the investors' field of vision due to its frequent recovery. On August 12, the pharmaceutical sector (CITIC) led the A-share market with a single-day increase of 1.31%. Pharmaceutical ETF products that are more sensitive to market conditions rose across the board, with more than half of the products rising by more than 1% in a single day.

The reporter noticed that the sector has been quietly heating up since July this year, with a cumulative increase of 5.52% in the past 10 trading days. A quarter of the constituent stocks rose by more than 10%, but many of them were favored by hot money. In the long run, the pharmaceutical and biological sector has repeatedly experienced "one step and three turns back" in recent years, and investors are still on the sidelines.

In the view of industry insiders, the recent performance of the pharmaceutical sector is relatively good, which is a rebound after the sector fell too much. In addition, the weakening of US economic data and the increase in expectations of interest rate cuts by the Federal Reserve have also reflected the rebound of the Hong Kong stock market's innovative drug sector, which is more sensitive to overseas liquidity, and have also had a certain effect on the A-share market. However, follow-up suggestions still need to observe the improvement of the pharmaceutical sector's profits.

The pharmaceutical sector is picking up again

On August 12, among the top 20 concept sectors with the highest increase, 18 were medical-related sub-sectors, including the IVD Index, the TCM Select Index Biotechnology Index, and the Innovative Drug Index, with the daily increase exceeding 1%. In terms of individual stocks, 17 stocks, including KeyGen Biopharmaceuticals (300639.SZ), Xiangxue Pharmaceutical (300147.SZ), Guangshengtang (300436.SZ), and Lanwei Medical (301060.SZ), rose by more than 10%.