创新药ETF天弘（517380）、生物医药ETF（159859）小幅上涨，创新药再迎重磅驱动

Group 1 - The pharmaceutical sector is experiencing increased activity, with the Tianhong Innovation Drug ETF (517380) rising by 0.30% and trading volume exceeding 11 million yuan, indicating a premium trading environment [1] - Key stocks within the Tianhong Innovation Drug ETF include Kexing Pharmaceutical, Kanglong Chemical, Hansoh Pharmaceutical, and others, with Kexing Pharmaceutical seeing an increase of over 3% [1] - The Tianhong Innovation Drug ETF is the only product tracking the Hang Seng Shanghai-Shenzhen Hong Kong Innovation Drug Selected 50 Index, which includes leading companies in the innovation drug sector [1] Group 2 - The Biopharmaceutical ETF (159859) has risen by 0.27% with a trading volume exceeding 37 million yuan, also indicating a premium trading environment [2] - The Biopharmaceutical ETF closely tracks the Guozheng Biopharmaceutical Index and is the largest product in its category, supported by connecting funds [2] - Recent government policies aim to enhance the sharing of quality medical resources and improve the basic medical insurance drug catalog, which is expected to drive growth for pharmaceutical companies, particularly in the innovation drug sector [2] Group 3 - The National Medical Insurance Administration plans to release the first version of the Class C drug catalog by 2025, focusing on innovative drugs with significant clinical value that are currently not included in the basic insurance catalog [3] - Analysts remain optimistic about the innovation drug sector, overseas expansion, and the clearing of centralized procurement, suggesting that these areas will be key investment themes in the pharmaceutical sector through 2025 [3] - The pharmaceutical market in China is undergoing a period of increasing concentration, with mergers and acquisitions expected to accelerate, highlighting potential growth opportunities in specific segments such as insulin and orthopedics [3]