2024年开年以来，公募基金公司纷纷加码布局医药主题基金，掀起新一轮发行热潮。在经历过去两年的深度调整后，医药板块估值已处于历史低位，叠加政策支持、人口老龄化趋势以及创新药研发加速等多重利好因素，机构普遍认为医药行业正迎来中长期配置窗口。多家头部基金公司如易方达、汇添富、中欧等近期密集申报或发行医药主题基金，部分产品聚焦创新药、医疗器械、CXO（医药外包）等细分赛道。此外，随着美联储加息周期接近尾声，全球流动性预期改善，也进一步提升了成长型资产如医药股的吸引力。业内人士指出，尽管短期市场波动仍存，但从中长期看，具备核心研发能力与国际化潜力的优质医药企业有望成为资金重点布局方向。投资者在选择相关基金时，应关注基金经理的投研背景、持仓结构及风险控制能力，避免盲目追高。
Since the beginning of 2024, Chinese mutual fund companies have been actively launching healthcare-themed funds, sparking a new wave of product issuance. After two years of significant market adjustments, the healthcare sector is now trading at historically low valuations. Combined with supportive government policies, an aging population, and accelerated innovation in drug development, many institutions believe the sector offers a compelling long-term investment opportunity. Leading asset managers—including E Fund, Fullgoal Fund, and ZhongOu Asset Management—have recently filed or launched new healthcare-focused funds, with some specifically targeting sub-sectors such as innovative drugs, medical devices, and CXO (contract research, development, and manufacturing organizations). Additionally, as the Federal Reserve’s rate-hiking cycle nears its end, improved global liquidity expectations are further enhancing the appeal of growth-oriented assets like healthcare stocks. Industry experts note that while short-term market volatility persists, high-quality healthcare companies with strong R&D capabilities and international potential are likely to attract significant investor interest over the medium to long term. Investors should carefully evaluate fund managers’ research expertise, portfolio composition, and risk management practices when selecting such funds, avoiding impulsive buying driven by short-term hype.
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