Brain-Computer Interface Breakthrough, Concept Stocks Surge 12%! Huabao Fund Medical ETF (512170) Reverses Losses to Turn Green Against the Market! Driven by Price Increase Logic, Yingke Medical Hits the 20CM Limit Up

On March 13, the healthcare sector experienced localized fluctuations.

The medical consumables concept was active throughout the day, with the leading disposable glove company, Yingke Medical, hitting the 20% daily limit in the afternoon, reaching a new high in over three years! According to news, the average price of nitrile gloves in North China increased by approximately 16.7% week-over-week; the prices of plasticizers DOTP and octanol used in PVC gloves rose by 10.7% and 13.6%, respectively. The costs of raw materials for all glove categories are rising simultaneously, signaling the start of industry price hikes.

Changjiang Securities analysts pointed out that in the manufacturing process of disposable gloves, energy costs such as coal and natural gas account for a relatively high proportion (about 10%–20%), and most disposable gloves are exported, generally quoted in USD. Recently, rising raw material and energy prices, along with the RMB’s appreciation against the USD, have jointly driven up industry prices.

The brain-computer interface concept surged sharply in the afternoon, with Sanbo Brain Science rising over 4% and quickly jumping more than 12%! The latest news states that the National Medical Products Administration approved the registration application for BorreliKang Medical Technology (Shanghai) Co., Ltd.'s implantable brain-computer interface hand motor function replacement system, achieving the world’s first launch of a brain-computer interface medical device, marking the entry of the first invasive brain-computer interface medical device into clinical application.

In terms of sectors, the healthcare stocks showed mixed performance overall. Yingke Medical led the pack, Haoyuan Medical rose nearly 9%, and Sanbo Brain Science surged dramatically. Conversely, Jiuan Medical, Zhongyuan Xiehe, and Furuike Medical experienced notable declines.

The largest healthcare ETF in the market (512170) turned positive in the afternoon, trading at a significant premium within the market, indicating active buying interest. Over 100 million yuan of funds were net purchased during the decline yesterday.

Regarding sector opportunities, CITIC Construction Investment Securities recommends increasing allocations to the medical device sector by 2026. Key investment opportunities include innovation, international expansion, mergers and acquisitions, as well as new technologies like surgical robots, brain-computer interfaces, and AI medical applications. The sector’s innovation and internationalization capabilities have gained market recognition, with valuation systems undergoing restructuring. Stocks with performance improvements by 2026 may see valuation recovery opportunities.

Invest in leading healthcare stocks with one click by choosing the largest market-scale healthcare ETF (512170) and its off-market connection fund (012323). Medical device weighting exceeds 50%, with over 25% in CXO companies, covering 12 AI medical and brain-computer interface concept stocks. For a high-volatility Hong Kong stock experience, focus on the T+0 “tool” Hong Kong Stock Connect Healthcare ETF Huabao (159137), which emphasizes medical innovation and holds major healthcare leaders.

Data sources include the Shanghai and Shenzhen Stock Exchanges, China Securities Index Co., Ltd., etc. The ETF’s index weight data is as of February 28, 2026. The pharmaceutical ETF is the only ETF tracking the pharmaceutical index in the entire market. As of February 28, 2026, the medical ETF’s fund size was 27.926 billion yuan, making it the largest among all medical and healthcare ETFs (ranked 1st out of 73).

Note: All ETF funds mentioned do not charge sales service fees. Fund fee rates are detailed in each fund’s legal documents. Risk reminder: The index components shown are for display purposes only. Stock descriptions are not investment advice and do not reflect holdings or trading trends of any fund managed by the manager. The composition of the target index is adjusted according to its rules as needed. The risk level of the medical ETF linked funds and the Hong Kong Stock Connect healthcare ETF Huabao is rated R4—medium-high risk, suitable for aggressive (C4) and above investors. The risk level of the medical ETF itself is R3—medium risk, suitable for balanced (C3) and above investors. Any information in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, or any form of expression) is for reference only. Investors are responsible for their own investment decisions. Additionally, any opinions, analyses, or forecasts in this article do not constitute investment advice and do not hold the manager or any of its funds responsible for any direct or indirect losses caused by using this content. Investment in funds involves risks; past performance does not guarantee future results. The performance of other funds managed by the fund manager does not guarantee the performance of the fund. Please invest cautiously.