Group 1 - The three major indices experienced fluctuations and declines, while the pharmaceutical and biotechnology sector showed resilience, with significant gains in innovative drugs, brain-computer interfaces, and recombinant proteins [1] - The Science and Technology Innovation Pharmaceutical Index ETF (588700) rose by 0.60%, with a trading volume exceeding 20 million yuan and a turnover rate of over 8%. Notable component stocks included Shouyao Holdings-U, which increased by over 6%, along with Yuan Dong Biological, Oriental Bio, and Haoyuan Pharmaceutical [1] - The Science and Technology Innovation Pharmaceutical Index ETF closely tracks the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index, which selects 50 large-cap companies in biopharmaceuticals and related fields, reflecting the overall performance of representative biopharmaceutical companies listed on the Science and Technology Innovation Board [1] Group 2 - Guosheng Securities indicated that the domestic CRO industry is nearing a critical turning point, with the potential for layout opportunities arising from policy changes and supply-demand restructuring [2] - The CRO sector has faced operational fluctuations due to external environmental changes, but long-term policy support is expected to drive demand growth once financing issues for innovative drug companies are resolved [2] - The market share of leading CRO companies has expanded to some extent following a period of industry clearing [2] Group 3 - According to Jiao Yin International, multiple significant data on domestic innovative drugs will be presented at the 2025 ASCO conference, highlighting opportunities for innovation and performance resonance [3] - Chinese pharmaceutical companies showcased 71 original research results, with 11 presented in LBA format, indicating a potential surge in interest for the innovative drug sector [3] - The investment attractiveness of the innovative drug sector is notable, with valuations significantly below historical averages and institutional holdings at low levels, supporting the continued implementation of favorable policies [3]
国家药监局发布11款新药上市批件,科创医药指数ETF(588700)涨0.6%,换手率超8%
2 1 Shi Ji Jing Ji Bao Dao·2025-05-30 02:37