创新药概念强势：恒生创新药ETF涨超4% 18只相关创新药ETF涨超2%

Market Performance - On June 10, major indices experienced a decline, with the Shanghai Composite Index down 0.44%, the Shenzhen Component Index down 0.86%, and the ChiNext Index down 1.17% [1] - The innovative drug sector remained active, with the Hang Seng Innovative Drug ETF (159316) rising over 4% [1] ETF Performance - Multiple ETFs in the innovative drug sector showed significant gains, with nine ETFs increasing by over 3% and eight ETFs increasing by over 2% [1][2] - Notable performers included the Hang Seng Innovative Drug ETF (159316) with a 4.08% increase, and the Hong Kong Innovative Drug ETF (159567) with a 3.81% increase [2] Policy Developments - The Central Committee of the Communist Party of China and the State Council issued opinions aimed at improving basic medical insurance and addressing public health needs, which may lead to significant changes in innovative drug policies by 2025 [1][3] Internationalization of Chinese Innovative Drugs - The process of Chinese innovative drugs entering international markets has accelerated, with a total of $45.5 billion in License-out transactions since early 2025 [3] - Recent approvals for innovative drugs and positive clinical data indicate a growing recognition of China's R&D capabilities by major international pharmaceutical companies [3] Future Outlook - Analysts predict a favorable environment for the innovative drug sector, with continued support from policies and improvements in domestic payment systems, leading to potential value reassessment in the sector [3]