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商业健康保险征求意见稿4月11日前反馈意见!可T+0交易的港股创新药ETF(159567)跟踪指数市盈率仅24倍,连续9个交易日获得资金净流入
Sou Hu Cai Jing·2025-04-11 02:37

Group 1 - The core viewpoint is that the diversification of payment for innovative drugs is progressing, with a focus on establishing a comprehensive and multi-tiered commercial insurance drug catalog system in China [1] - The "full coverage" approach aims to expand the drug catalog to include all drugs approved by domestic and foreign regulatory agencies, with a draft proposal circulating for industry feedback [1] - The Hong Kong stock market saw a slight fluctuation on April 11, but the innovative drug sector experienced a counter-trend increase, with the innovative drug index's price-to-earnings ratio dropping from 64 times on February 21 to 24 times, indicating a significant improvement in value [1] Group 2 - The innovative drug ETF (159992) tracks an index that includes leading companies in the innovative drug industry, benefiting from trends such as AI-enabled drug development and the introduction of a new insurance catalog for high-priced innovative drugs [2] - The government has signaled strong support for the innovative drug sector, designating it as one of the top ten tasks in the 2025 government work report, which includes measures to enhance drug pricing mechanisms and support innovative drug development [2] - The government initiatives aim to create a more favorable environment for the innovative drug industry by promoting provincial-level coordination of basic medical insurance and reforming payment methods [2]