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国产创新药走向从1-10国际化快速发展阶段!可T+0交易的港股创新药ETF(159567)跟踪指数涨2.40%,实时换手率突破28%排名同指数第一
Mei Ri Jing Ji Xin Wen·2025-06-03 02:47

Group 1 - The Hong Kong stock market saw a strong performance in the innovative drug sector, with significant gains in stocks such as Green Leaf Pharmaceutical, United Pharmaceutical, and Lepu Biopharma, all rising over 6% [1] - The total amount of License-out agreements for Chinese innovative drugs is projected to exceed $50 billion in 2024, reaching $51.9 billion, a year-on-year increase of 27.4%, accounting for 30% of the global total in similar transactions [1] - The Hong Kong innovative drug index's price-to-earnings ratio decreased from 64 times on February 21 to 27 times on June 3, indicating a significant reduction in valuation and highlighting attractive investment opportunities [1] Group 2 - The innovative drug ETF (159992) tracks an index that includes leading companies in the innovative drug industry, benefiting from advancements in AI, the international expansion of domestic innovative drugs, and the introduction of new insurance policies for high-priced innovative drugs [2] - The domestic innovative drug sector has shown strong investment value and growth potential due to policy support, technological advancements, and market recognition of high-quality pharmaceutical companies [2] - The shift in the Chinese innovative drug industry from focusing on quantity and speed to quality and innovation has led to improved R&D capabilities and competitive advantages [2]