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After more than half a year of deep recovery, pharmaceutical-themed funds recently ushered in a strong rebound. Since June of this year, over 90% of pharmaceutical-themed funds have achieved positive returns, and 40 products have performed more than 15%. The performance of a number of well-known pharmaceutical fund managers rebounded. For example, the net worth of the China-Europe Healthcare A unit managed by Gülen increased by 24.90%, ranking first among all medical-themed funds. In addition, 15 pharmaceutical-themed funds have all performed more than 20% since June. Gülen said in the second quarter report that investment in the pharmaceutical industry in the third quarter will focus on the core main line of “innovative drugs and industrial chain”, taking into account the long-term industrial trend of “domestic substitution” and the recovery expectations of “consumer medicine.” Overall, China's innovative pharmaceuticals have entered a new stage of full strength and global competition, and high-quality enterprises upstream and downstream of the industrial chain will experience a double improvement in performance and valuation.

Zhitongcaijing·07/24/2026 13:25:03
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After more than half a year of deep recovery, pharmaceutical-themed funds recently ushered in a strong rebound. Since June of this year, over 90% of pharmaceutical-themed funds have achieved positive returns, and 40 products have performed more than 15%. The performance of a number of well-known pharmaceutical fund managers rebounded. For example, the net worth of the China-Europe Healthcare A unit managed by Gülen increased by 24.90%, ranking first among all medical-themed funds. In addition, 15 pharmaceutical-themed funds have all performed more than 20% since June. Gülen said in the second quarter report that investment in the pharmaceutical industry in the third quarter will focus on the core main line of “innovative drugs and industrial chain”, taking into account the long-term industrial trend of “domestic substitution” and the recovery expectations of “consumer medicine.” Overall, China's innovative pharmaceuticals have entered a new stage of full strength and global competition, and high-quality enterprises upstream and downstream of the industrial chain will experience a double improvement in performance and valuation.