Group 1 - The pharmaceutical sector has shown strong performance recently, with the Hang Seng Innovation Drug ETF (159316) and the Hong Kong Stock Connect Pharmaceutical ETF (513200) both experiencing significant gains, tracking indices that rose over 4% [1] - The National Medical Products Administration of China has approved 11 new drugs for market launch, covering various fields including oncology and endocrinology, with several being the "first in China" or "first domestic" in their respective categories [1] - Among the 11 new drugs, 7 are classified as Category 1 drugs, representing the highest level of drug innovation in China's registration classification system [1] Group 2 - Institutions indicate that favorable domestic policies are emerging to encourage high-quality innovation, which may continue to drive rapid growth in corporate performance, with commercial insurance development potentially benefiting the sustained release of innovative products [2] - The valuation levels of domestic innovative drugs are considered low, with some products having the potential to be the best in their global category, suggesting a positive outlook for innovative drugs to enter international markets and achieve premium valuations [2] - The Hang Seng Innovation Drug ETF (159316) tracks the Hang Seng Hong Kong Stock Connect Innovation Drug Index, which includes leading companies in the innovative drug sector listed on the Hong Kong Stock Connect [2]
利好不断！港股医药板块持续走强，恒生创新药ETF（159316）、港股通医药ETF（513200）标的指数双双大涨