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创新药板块疯狂！创新药ETF国泰、港股创新药ETF基金、港股创新药50ETF分别涨4.7%、4.65%、4.63%
Ge Long Hui·2025-06-09 06:09

Core Viewpoint - The pharmaceutical sector in both A-shares and Hong Kong has shown significant performance, with innovative drug stocks being a key driver of growth, particularly due to external licensing transactions and favorable policies supporting the industry [4][13]. Group 1: Market Performance - The A-share pharmaceutical and biotechnology sector rose by 1.13%, ranking 17th among 31 industries [4]. - In the Hong Kong market, the healthcare index increased by 4.11%, and the biotechnology index rose by 4.52%, outperforming the Hang Seng Index, which gained 2.16% [4]. - The innovative drug sector has seen a substantial increase in external licensing transactions, with a total of $45.5 billion in transactions from January to May 2025, accounting for over 30% of the global total [4][5]. Group 2: Company Developments - The company reported potential transactions that could yield up to $5 billion in upfront and milestone payments, with one transaction expected to complete by June [5]. - The innovative drug sector has been active since a record licensing deal by a major pharmaceutical company on May 20, which has led to increased activity in the sector [4]. Group 3: ETF and Fund Performance - The largest pharmaceutical ETFs in China include the Huabao Medical ETF with a size of 25.9 billion yuan and the E Fund Medical ETF with 20.8 billion yuan, with respective year-to-date gains of 0.92% and 3.32% [9][11]. - The largest innovative drug ETFs are the GF Fund Hong Kong Innovative Drug ETF, the Yinhua Fund Innovative Drug ETF, and the Bosera Fund Hang Seng Medical ETF, with sizes of 9.889 billion yuan, 9.662 billion yuan, and 8.436 billion yuan respectively [9][11]. Group 4: Future Outlook - The innovative drug sector is expected to maintain its growth momentum, driven by policy support, global competitiveness, and the realization of commercial profits [13]. - The demand for innovative drugs is anticipated to recover by 2025, with improvements expected in the medical services and OTC sectors [13].