医药板块逆势走强，医药50ETF、医疗创新ETF、创新药ETF上涨

Core Viewpoint - The Chinese pharmaceutical industry is experiencing significant developments, particularly in the innovative drug sector, with various ETFs showing positive performance and a notable IPO from a leading company, Heng Rui Medicine [1][5][6]. Group 1: ETF Performance - Multiple ETFs related to the pharmaceutical sector have shown positive daily and year-to-date performance, with the Medical 50 ETF rising by 0.96% today and 2.93% year-to-date [3]. - The Innovation Drug Hong Kong and Shanghai ETF has a year-to-date increase of 12.75%, indicating strong investor interest in innovative pharmaceuticals [3]. Group 2: Industry Developments - The U.S. Treasury Secretary expressed a desire to avoid complete decoupling from China, emphasizing the importance of Chinese raw materials in the U.S. pharmaceutical supply chain [5]. - Heng Rui Medicine has initiated a global public offering of H-shares, aiming to raise up to 130.8 billion HKD, which would be the highest fundraising amount for a Hong Kong pharmaceutical IPO in five years [5]. Group 3: Financial Performance - The A-share pharmaceutical industry is projected to see a slight revenue decline of 0.5% in 2024, with significant performance disparities among different sectors [6]. - The innovative drug sector is expected to continue its rapid growth, while other segments like vaccines and ICL are facing challenges [6]. Group 4: Analyst Insights - Analysts recommend focusing on innovative drug companies with global commercialization potential and those with strong order growth in the CDMO sector [7]. - The AI healthcare sector is highlighted as a new investment opportunity, with advancements in AI technology reshaping the industry [7][8].