创新药板块盘中领涨，创新药沪深港ETF（517110）涨超1%，机构表示国内创新药产业有望迎来拐点

Group 1 - The core viewpoint is that the domestic innovative drug industry is expected to reach a turning point by 2025, shifting from capital-driven to profit-driven growth, presenting opportunities for both performance and valuation recovery [1] - The innovative drug sector is experiencing a marginal improvement in fundamentals, supporting a recovery in the secondary market, with new products being commercialized and leading innovative drug companies entering a profit cycle [1] - Global breakthrough clinical data is being released, stimulating activity in the overseas licensing market and accelerating the realization of research and development results [1] Group 2 - Continuous release of supportive policies for innovative drugs, including the introduction of the first Class B medical insurance directory within the year, is expected to drive market expansion [1] - Changes in payment policies are anticipated to further promote the growth of the innovative drug market, with new measures expected to be implemented regarding drug pricing mechanisms and additional support for innovative drug policies [1] - The Shanghai-Hong Kong-Shenzhen Innovative Drug ETF (517110) tracks the SHS Innovative Drug (RMB) Index (931409), which includes 50 listed companies involved in innovative drug research and production, reflecting the overall performance of the sector [1]