港股创新药ETF(513120)涨近8%，创新药ETF(515120)涨近5%！创新药大额海外BD热度持续上升

Core Viewpoint - The recent performance of innovative drug companies and favorable business development (BD) news has significantly increased market attention on the innovative drug sector, particularly in Hong Kong and mainland China [1][3]. Group 1: Market Performance - Several innovative drug companies in Hong Kong have announced major BD agreements with leading overseas multinational corporations (MNCs) for the development of first-generation multi-specific antibody therapies targeting immune diseases and tumors [1]. - On April 1, 2025, Hong Kong pharmaceutical stocks experienced a notable rise, with companies like Sihuan Pharmaceutical rising over 20%, and others like Kangfang Biotech and Haijia Medical increasing by nearly 14% [1]. - The innovative drug ETF in Hong Kong (513120) rose nearly 8% with a trading volume exceeding 4 billion yuan, indicating heightened investor interest and liquidity [2]. Group 2: Investment Opportunities - Analysts suggest that innovative drugs and certain generic drugs remain a priority for investment, with upcoming policy changes and data releases from major cancer conferences expected to catalyze stock price movements [2]. - The overall investment value in the innovative drug sector is significant, with recommendations to focus on companies with stable operations, improving performance, and strong cash flow [3]. - Specific sectors such as innovative drug chains, medical services, chain pharmacies, medical devices, and branded traditional Chinese medicine are highlighted as potential investment opportunities [3]. Group 3: Related Products - The innovative drug ETF (515120) closely tracks the CSI Innovative Drug Industry Index, covering companies involved in the research, production, and sales of innovative drugs [4]. - The Hong Kong innovative drug ETF (513120) also tracks the Hong Kong Innovative Drug Index and allows T+0 trading, enhancing liquidity for investors [4]. - Other ETFs such as the medical ETF leader (560260) and the healthcare ETF (159938) focus on quality companies in the medical and healthcare sectors, providing diverse investment options [4].