Group 1 - The pharmaceutical sector has shown strong performance recently, with healthcare and pharmaceutical stocks gaining traction on the first trading day of June [1] - The Kexin Pharmaceutical Index ETF (588700) rose over 2% as of the report, with a turnover rate exceeding 6% and a premium trading rate of 0.12% [1] - Notable stocks within the ETF include Microchip Biotech, which increased by over 14%, and several others like Shenzhou Cell, Sangfor Biopharma, and Huaxi Biotech, which saw gains of over 8% [1] Group 2 - The Kexin Pharmaceutical Index ETF closely tracks the Shanghai Stock Exchange's Kexin Biopharmaceutical Index, which includes 50 large-cap companies in the biopharmaceutical and related sectors [1] - In May, the pharmaceutical sector performed strongly, with the Shenwan Pharmaceutical Biotech Index rising by 6.42%, second only to the environmental sector [1] - The approval of 11 new innovative drugs in the last week of May indicates a peak period for innovation drugs, suggesting a positive outlook for the sector [2] Group 3 - Guojin Securities highlighted that the recent approval of 11 new innovative drugs by the National Medical Products Administration could boost the performance of related companies [2] - The ongoing support for innovative drugs from policy measures, along with significant overseas licensing deals, is expected to sustain the sector's growth [2] - Huafu Securities recommends focusing on innovative drugs as a long-term investment strategy, particularly those with clear catalysts and strong performance trends [2]
5月医药板块涨幅居前,科创医药指数ETF(588700)再度走强涨超2%,微芯生物涨超14%