ASCO召开在即，生物疫苗板块盘中活跃，生物疫苗ETF(562860)上涨2.43%

Group 1 - The liquidity of the biotechnology vaccine ETF showed a turnover of 1.21% with a transaction volume of 3.1203 million yuan, and the average daily transaction volume over the past week was 11.3875 million yuan as of May 28 [2] - The biotechnology vaccine ETF closely tracks the CSI Vaccine and Biotechnology Index, which selects no more than 50 companies involved in vaccine research, production, and related biotechnology sectors, reflecting the overall performance of listed companies in this theme [2] - As of April 30, 2025, the top ten weighted stocks in the CSI Vaccine and Biotechnology Index include Wantai Biological Pharmacy, Zhifei Biological Products, and others, accounting for a total of 48.51% of the index [2] Group 2 - The 2025 American Society of Clinical Oncology (ASCO) Annual Meeting will take place from May 30 to June 3 in Chicago, showcasing cutting-edge clinical oncology research and treatment technologies [2] - Guotai Junan Securities recently indicated that the vaccine industry is expected to see a significant increase in inventory levels in both halves of 2024, continuing into the first quarter of 2025, influenced by demand fluctuations and channel inventory adjustments [2] - The overall sentiment in the vaccine sector is under pressure due to factors such as centralized procurement policies and regional political issues [2] Group 3 - Guoxin Securities reported that in April 2025, domestic innovative drug NDA/IND applications remained active, with progress in approvals for vaccine products like the Kangle Guardian trivalent HPV vaccine potentially supporting industry sentiment [3]