Due to the COVID-19 epidemic, the A-share market experienced a sharp correction in early February and March. Although there have been some twists and turns in the middle, the overall performance of the A-share market is strong. The Shanghai and Shenzhen 300 Index increased by 27.2 1% annually, and the active partial stock funds also achieved an average high return of over 40% in 2020.
Because it is not affected by the epidemic, and even many targets benefit from the epidemic, the income of medical theme funds is much higher than the market average, among which the medical ETF close to Man Cang has the best income.
Looking back at the relevant sectors, ETF has indeed become an important nugget tool for industry and theme opportunities, especially for sub-industries with high prosperity. For example, the pharmaceutical ETF (5 12 170), which is known as the "first anti-epidemic base", will increase by 86.75% in 2020.
It has become the most profitable "medical and medical" ETF in the year, ranking first among all biomedical ETFs in Shanghai and Shenzhen stock markets in the same period, and has opened the income gap of more than 17 percentage points with the biomedical ETF with the second increase, which is unique.
On the contrary, medical ETFs benefit from the epidemic:
Under the influence of the epidemic, the strong performance of the medical sector almost runs through the whole year of 2020. In 2020, the anti-epidemic Daniu Yingke Medical rose by over 14 times, becoming the champion of the annual increase of A shares. At present, it is the sixth largest weighted stock of the CSI Pharmaceutical Index tracked by the pharmaceutical ETF(5 12 170), accounting for 3.77% of the weight.
Mindray Medical, the second largest heavyweight, is the absolute leader in the field of medical devices. As of 202 1 1 8, the latest market value has increased substantially, and the increase in 2020 will exceed 135%. The biggest heavyweight is Wuxi PharmaTech, a leading pharmaceutical product in the global pharmaceutical R&D and production outsourcing service (CXO) industries, and its increase in 2020 will also exceed 105%.