As of 10:04 on April 2, 2025, the Shanghai Sci-Tech Innovation Board Biomedical Index (000683) rose 1.27%, the constituent stocks Bio-Thera (688177) rose 7.94%, Mabwell (688062) rose 4.73%, Dizhe Pharmaceutical (688192) rose 4.57%, Yifang Biopharma (688382), Remegen Biotech (688331) and other stocks followed suit. Kechuang Biomedical ETF (588250) rose 1.07%, and the intraday turnover has reached 36.9461 million yuan, leading the same category, with a turnover rate of 8.71%.

The SSE Sci-Tech Innovation Board Biomedical Index selects 50 securities of listed companies in the fields of biomedicine, biomedical engineering, bioagriculture, biomass energy, and other biological industries with large market capitalization from the STAR Market as index samples, reflecting the overall performance of the securities of listed companies in the representative biomedical industry in the STAR Market.

The Party Committee of the State-owned Assets Supervision and Administration Commission of the State Council recently issued a document stating that it will accelerate the development of strategic emerging industries. For areas with a relatively weak industrial foundation such as biomedicine, state-owned enterprises are encouraged to use mergers and acquisitions, equity investment, industrial funds and other methods to accelerate the formation of industrial influence.

Guojin Securities believes that innovative drugs and some generic drugs continue to be the top priority of the layout, and the changes in the policy of the commercial insurance catalog, the expected landing of centralized procurement/national talks, and the release of data from the American Oncology Conference (AACR and ASCO) will continue to bring follow-up stock price catalytic opportunities, and the key is to find the expected difference of individual stocks; At the same time, the reversal of prosperity and the improvement of performance after the first quarter report will also bring investment opportunities in individual stocks in the left sectors such as chain pharmacies, equipment, CXO, generic drugs, traditional Chinese medicine, and medical services, which are recommended to be actively grasped.

According to the data, as of March 31, 2025, the top 10 weighted stocks in the SSE Science and Technology Innovation Board Biomedical Index (000683) are United Imaging Medical (688271), BeiGene (688235), Huitai Medical (688617), Allist (688578), Baili Tianheng (688506), Zelgen Pharmaceutical (688266), MGI (688114), Junshi Biosciences (688180), Aibo Medical (688050), Tebao Biotechnology (688278), the top ten weighted stocks accounted for 51.35% of the total. The MACD golden cross signal is formed, and these stocks are rising well!