港股医药股全线走强，港股通创新药ETF、恒生医疗ETF、恒生医药ETF暴涨

Group 1: Market Performance - Hong Kong pharmaceutical stocks experienced a strong rally, with Sihuan Pharmaceutical rising over 35%, Zhaoke Ophthalmology-B increasing over 13%, and CSPC Pharmaceutical gaining 7% [1] - Various Hong Kong-listed innovative drug ETFs saw significant gains, with the ICBC Hong Kong Innovative Drug ETF up over 5% and several others rising over 4% [1] Group 2: Positive Industry News - Sihuan Pharmaceutical entered a licensing agreement with Pfizer, receiving an upfront payment of $1.25 billion and potential total payments of up to $4.8 billion, along with a double-digit royalty on sales [2] - Zhaoke Ophthalmology announced that the National Medical Products Administration of China accepted its new drug application for cyclosporine eye gel, which has shown good efficacy and safety in clinical trials [2] - CSPC Pharmaceutical's CPO301 received its third Fast Track designation from the FDA for treating advanced non-small cell lung cancer, indicating strong regulatory support for its innovative therapies [3] Group 3: Fund Holdings and Market Sentiment - Public fund holdings in the pharmaceutical sector showed an increase, with A+H shares accounting for 9.05% and A-shares for 9.23%, reflecting a positive sentiment towards the industry [4] - The top five public funds by holdings included companies like Heng Rui Medicine and WuXi AppTec, indicating strong institutional interest in these firms [4] - Long-term outlook for the pharmaceutical sector remains optimistic due to favorable policies and the increasing demand for innovative therapies, with recommendations to focus on high-efficiency management and quality product pipelines [5]