Group 1 - The core viewpoint of the news highlights the strong performance of the innovative pharmaceutical sector, particularly driven by the announcement from Sanofi Biologics regarding a global exclusive licensing agreement with Pfizer, which has positively impacted stock prices and market expectations for the biotech innovation chain [1][2] - As of May 20, the Sci-Tech Innovation Biomedicine ETF (588250.SH) rose by 1.40%, with its associated index, Sci-Tech Biomedicine (000683.SH), increasing by 1.45%. Key constituent stocks such as Sanofi Biologics surged by 19.99%, indicating robust market activity [1] - Research from Guosen Securities indicates a recent divergence in the pharmaceutical and biotech sector, with innovative drugs and their supply chains showing significant performance, particularly in stocks like Sanofi Biologics and BeiGene [2] Group 2 - The report from Guosen Securities emphasizes the resilience in demand for bioprocessing and diagnostic businesses, as evidenced by the performance of overseas life sciences companies like Danaher and Thermo Fisher in Q1 2025, which may support the domestic innovative drug industry [2] - GF Securities analyzes the impact of capital market reforms, suggesting that measures such as optimizing issuance mechanisms and expanding Sci-Tech bonds are systematically enhancing financing support for biotech and technology companies, potentially strengthening the R&D and capitalization capabilities of innovative drug firms [2]
科创生物医药ETF(588250)净值上行，券商看好创新药产业链景气度回升
Xin Lang Cai Jing·2025-05-20 02:05