港股创新药飙涨！恒生创新药ETF、港股创新药ETF、恒生医疗ETF年内涨超55%

Group 1 - The A-share and Hong Kong stock markets have shown significant gains, with the A-share innovation drug index rising by 31.5% and the Hong Kong innovation drug index increasing by 61.54% since April 9 [2][7] - Multiple Hong Kong innovation drug ETFs have seen year-to-date gains exceeding 50%, with the Hang Seng Innovation Drug ETF and Hong Kong Innovation Drug ETF both surpassing 55% [4][6] - The recent performance of innovation drugs is attributed to the internationalization of Chinese pharmaceutical companies, highlighted by a $60 billion licensing agreement between a domestic company and Pfizer [7] Group 2 - The recent ASCO annual meeting showcased a record number of Chinese new drugs, with 74 research abstracts accepted, indicating a strong presence in the global pharmaceutical landscape [7] - Analysts predict a recovery in the CRO/CDMO sector due to improving overseas financing conditions, with a focus on integrated CROs and domestic preclinical CROs [8] - The innovation drug sector is expected to maintain its growth trajectory, supported by policy backing and increasing global competitiveness, with a potential recovery in domestic demand anticipated for 2025 [8]