医药板块利好政策频出，恒生创新药ETF、恒生生物科技ETF、恒生医疗指数ETF、港股通医药ETF大涨

Group 1 - The Hong Kong stock market saw significant gains in the innovative pharmaceutical sector, with companies like Nocera Biopharma, Xiansheng Pharmaceutical, and Ascentage Pharma-B rising over 12% [1] - Various ETFs related to innovative pharmaceuticals and biotechnology also experienced increases, with the E Fund Hang Seng Innovative Drug ETF and Huatai-PB Hang Seng Innovative Drug ETF rising over 4% [1] - The overall positive sentiment in the pharmaceutical sector is attributed to favorable policies and clinical trial results from key companies [4][5] Group 2 - Major pharmaceutical companies are reporting positive clinical trial results, such as the successful Phase III study of orforglipron by Eli Lilly, which could lead to its global launch [4] - The Chinese National Medical Products Administration has accepted a new drug application for Zurletrectinib, a next-generation TRK inhibitor, indicating ongoing innovation in the sector [4] - Analysts suggest that the pharmaceutical sector's valuation is currently low, and there is potential for recovery and growth, particularly in the innovative drug space [5][6] Group 3 - The increase in tariffs on imports from the U.S. is expected to benefit domestic pharmaceutical companies by promoting local substitutes in areas like blood products and high-end medical devices [6] - The domestic innovation in drug development is progressing, with some products reaching world-class standards, which could further enhance the competitive landscape [6]