ETF复盘0612｜医药再度成为市场“主角”，香港医药ETF(513700)收涨4.15%

Market Overview - On June 12, the Shanghai Composite Index experienced slight fluctuations, with a marginal increase of 0.01%, while the Shenzhen Component Index fell by 0.11% and the ChiNext Index rose by 0.26% [1] - The total trading volume in the Shanghai and Shenzhen markets was 12,717.85 billion RMB, showing a slight increase compared to the previous trading day [2] Sector Performance - In the A-share market, the top-performing sectors included non-ferrous metals (1.40%), media (1.33%), and beauty care (1.31%), while the worst-performing sectors were home appliances (-1.77%), coal (-1.14%), and food and beverage (-1.13%) [7] Hot Topics Pharmaceuticals - At the 46th Goldman Sachs Global Healthcare Conference, a representative from China Biopharmaceutical announced that external licensing transactions have become a key strategic goal for the company this year, with multiple assets having potential for external licensing to expand international revenue [8] - Pacific Securities emphasized the importance of the pharmaceutical sector, particularly in innovative drugs, suggesting that increased liquidity and risk appetite could drive investment strategies in this area [8] Banking - Several banks have announced dividend distributions earlier than in previous years, particularly state-owned banks, which have moved their dividend dates from July to April-May [9] - CITIC Securities highlighted that the revaluation of net assets remains a core logic for bank stock investments in 2025, with a focus on improving asset quality and reducing systemic risks [9] Related Products - Pharmaceutical sector-related products include Hong Kong Pharmaceutical ETF (513700) and Sci-Tech Biopharmaceutical ETF (588250) [9][10] - Banking sector-related products include the China Securities Bank ETF (512730) [10]