Group 1 - The Hong Kong stock market saw a significant rise, with the Hang Seng Technology Index increasing by 3% and the Hang Seng Index up by over 2.1%, particularly in the healthcare sector [1] - The Hong Kong Innovative Drug ETF (159567) experienced a rise of over 4% during trading, with a turnover rate exceeding 20%. WuXi AppTec saw a peak increase of over 15%, currently up by 13.3%, along with other stocks like WuXi Biologics and Kanglongda-B rising over 5% [1] - The ETF attracted a capital inflow of 3.46 million yuan on March 17, with a latest circulation scale of 534 million yuan and a circulation share of 464 million, both reaching historical highs [1] Group 2 - Minsheng Securities highlighted the recovery of the biotech sector in Hong Kong, driven by improving fundamentals and supportive policies, focusing on high-quality assets in pharmaceutical consumption and innovation [2] - Zhongtai Securities suggested a shift in market style, recommending attention to performance-driven sectors, particularly in CRO & CDMO, upstream research, and specialty raw materials, anticipating a dual recovery in performance and valuation [2] - Everbright Securities analyzed three payment channels in the pharmaceutical industry, expressing optimism about policy support for innovative drugs and devices, expanding consumer demand, and the upward cycle of overseas sales [2]
港股创新药ETF(159567)盘中涨逾4%,药明康德涨超13%,机构:继续关注港股Biotech方向