During the morning session on May 15th, the healthcare sector showed unusual activity, with strength in CXO and AI healthcare. JOINN Laboratories (China) Co.,Ltd. hit the limit-up, WuXi AppTec rose over 1%, and MGI Tech gained over 5%. The largest healthcare ETF by scale, Huabao (512170)*, turned green against the market trend! Notably, funds have been making net purchases for three consecutive days into "512170," with the amount increasing daily. On May 14th alone, the net inflow exceeded 2.2 billion yuan!
On the news front, JOINN Laboratories (China) Co.,Ltd. previously announced its first-quarter 2026 results, achieving operating revenue of 3.16 billion yuan, a year-on-year increase of 10.02%. Net profit attributable to shareholders reached 2.38 billion yuan, a surge of 479.67% year-on-year, while adjusted net profit was 2.17 billion yuan, soaring 747.11% year-on-year. Industry leader WuXi AppTec also reported impressive first-quarter figures: revenue reached 12.44 billion yuan, surpassing 10 billion yuan for the first time, marking a 28.8% year-on-year increase. Net profit attributable to shareholders was 4.652 billion yuan, up 26.68% year-on-year. Both metrics set new historical highs for the same period! Xiangcai Securities pointed out that the CXO industry is experiencing a robust recovery characterized by "leading firms setting the pace and structural differentiation." Driven by stable global outsourcing demand and hot drug pipelines like GLP-1, the CXO sector is poised to be a vanguard for the rebound in the healthcare services segment.* Regarding AI healthcare, major North American companies have been making concentrated moves in the field this year. Model providers like Anthropic have completed the "full puzzle" from B2B to B2C, and from foundational R&D to top-level commercial monetization. Furthermore, Nvidia has entered a five-year, $1 billion partnership with Eli Lilly to establish a joint AI innovation lab. OpenAI has engaged in comprehensive cooperation with Novo Nordisk and released GPT-Rosalind, a model specifically designed for biochemistry and protein engineering, with partners including Moderna and Amgen. Institutional analysis indicates that intensified collaboration among giants is accelerating competition for the future operational platform gateway in the life sciences field. AI healthcare is likely one of the most certain main battlefields for AI commercialization, and its industrial value may be at the starting point of a revaluation.* To position for a healthcare sector rebound at low levels, attention can be paid to the largest healthcare ETF by scale (512170) and its corresponding off-exchange feeder fund (012323), which focus on A-share healthcare services (including CXO) + medical devices (including brain-computer interfaces), while also covering AI healthcare concepts. For higher potential returns, consider the Hong Kong Stock Connect Healthcare ETF Huabao (159137) and its off-exchange feeder fund, a T+0 tool for Hong Kong stocks, with a CXO concentration exceeding 40%, comprehensively covering popular themes like AI healthcare, brain-computer interfaces, and innovative drugs/medical devices.
Data sources include the Shanghai and Shenzhen Stock Exchanges, and China Securities Index Co., Ltd. CXO weight data is as of April 30, 2026. *Note: Largest healthcare ETF by scale, Huabao (512170): As of April 30, 2026, Huabao Healthcare ETF's size was 27.539 billion yuan, ranking first among 24 A/H healthcare-themed ETFs in the market. Institutional viewpoints sourced from: Changjiang Securities report dated April 22, 2026, "New Trends in AI Healthcare: Major Players Accelerate Layout, Starting Point for Industrial Revaluation." Xiangcai Securities report dated March 28, 2026, "CXO Leaders Setting the Pace, Strong Demand for GLP-1 and ADCs." Note: The ETF funds mentioned in the article do not charge sales service fees. Fund fee details are available in respective legal documents. Risk Disclosure: Index constituents mentioned are for illustrative purposes only. Descriptions of individual stocks do not constitute investment advice in any form, nor do they represent the holdings or trading动向 of any fund managed by the asset manager. The composition of the underlying index constituents is adjusted according to its compilation rules. The risk rating assessed by the fund manager for the Healthcare ETF Feeder Fund and the Hong Kong Stock Connect Healthcare ETF Huabao is R4 - Medium-High Risk, suitable for Aggressive (C4) and above investors. The risk rating for the Healthcare ETF is R3 - Medium Risk, suitable for Balanced (C3) and above investors. Any information appearing in this article (including but not limited to stocks, commentary, forecasts, charts, indicators, theories, expressions in any form, etc.) is for reference only. Investors are responsible for any independent investment decisions. Furthermore, any views, analysis, or forecasts in this article do not constitute investment advice of any kind to readers, and no responsibility is accepted for any direct or indirect losses arising from the use of this content. Fund investment involves risks. Past performance of a fund is not indicative of its future performance. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Invest in funds with caution.
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