恒生生物科技ETF(159615)、创新药ETF南方(159858)拉升涨超2%，国产创新药展现强大全球竞争力

Core Insights - The A-share and Hong Kong stock markets experienced a collective rise, with the pharmaceutical sector showing significant activity, particularly in innovative drug stocks [1] - A report from Harvard's Belfer Center highlighted China's potential to surpass the US in biotechnology, especially in drug development, indicating a narrowing gap between the two countries [1] - CITIC Securities suggested that the current market is in a structural boom, recommending investments in innovative drugs and new consumption sectors due to recent breakthroughs and new drug approvals [1] Group 1: Market Performance - A-share companies such as Zhongsheng Pharmaceutical and others saw strong gains, with several stocks hitting the daily limit [1] - Hong Kong stocks like King’s Ray Biotechnology and others also reported significant increases [1] - The Hang Seng Biotechnology ETF and the Southern Innovative Drug ETF both surged over 2% during trading, indicating active market participation [1] Group 2: Industry Insights - The Harvard report emphasized that while the US leads in five major fields, the gap in biotechnology is minimal, with China rapidly emerging as a source of original innovation [1] - CITIC Securities noted that the innovative drug sector is currently experiencing structural prosperity, driven by recent research breakthroughs and new drug approvals [1] Group 3: ETF Information - The Hang Seng Biotechnology ETF (159615) tracks the performance of the largest 50 biotechnology companies listed in Hong Kong, with top holdings including Innovent Biologics and WuXi Biologics [2] - The Southern Innovative Drug ETF (159858) tracks the CSI Innovative Drug Industry Index, which includes up to 50 representative companies involved in innovative drug development, with major holdings like Hengrui Medicine and WuXi AppTec [2]