港股创新药50ETF（513780）盘中涨超4%，年内累计上涨超60%，创新药概念延续走高

Group 1 - The core viewpoint of the news is that the Hong Kong innovative drug sector is experiencing significant growth, driven by multiple factors including clinical data breakthroughs, strengthened overseas expectations, policy benefits, and valuation recovery [1][2]. - The Hong Kong Innovative Drug 50 ETF (513780) has seen a price increase of over 4% on June 10, with a year-to-date gain exceeding 60% and a trading volume surpassing 500 million [1]. - The recent policy issued by the Central Office and State Council aims to enhance the sharing of quality medical resources and improve the basic medical insurance drug catalog, which is expected to be a substantial driver for pharmaceutical companies, particularly innovative drug firms [1]. Group 2 - The fund manager of the Hong Kong Innovative Drug 50 ETF, Jin Huang, attributes the recent surge in the sector to four key factors: clinical data breakthroughs, enhanced overseas expectations, policy benefits, and valuation recovery [2]. - Despite the significant rise, the price-to-earnings ratio of the China Securities Hong Kong Innovative Drug Index remains around 28 times, which is notably lower than the A-share innovative drug sector's ratio of approximately 45 times, indicating clear recovery potential [2]. - The net inflow into the Hong Kong pharmaceutical sector has exceeded 40 billion HKD this year, providing substantial support for the innovative drug sector [2].