单日“吸金”3.3亿元，港股创新药ETF（159567）盘中涨超1%，机构：创新药有望迎业绩与估值双重修复投资机会

Core Viewpoint - The Hong Kong innovative drug sector is experiencing renewed activity, driven by positive market sentiment and supportive government policies aimed at optimizing drug procurement and enhancing the innovation capabilities of pharmaceutical companies [1][2][3] Group 1: Market Activity - The Hong Kong innovative drug ETF (159567) rose by 1.32%, with a trading volume exceeding 670 million yuan and a turnover rate of over 29%, indicating active trading and premium transactions [1] - Major constituent stocks such as Cloudtop New Medicine surged over 7%, with other companies like Eucure Biopharma, CanSino Biologics, Junshi Biosciences, and Kelun-Botai also showing gains [2] - The ETF recorded a net inflow of over 330 million yuan in the previous trading day, reflecting strong investor interest [2] Group 2: Policy and Industry Outlook - The State Council's recent meeting emphasized the need to optimize drug and consumable procurement policies, enhance quality supervision across the entire production and distribution chain, and support pharmaceutical companies in improving their innovation capabilities [2] - Analysts from Huaxin Securities noted that the rebound in the innovative drug sector is supported by improvements in fundamentals, policies, and valuations, with a recovery in U.S. biopharmaceutical financing and collaborations between Chinese innovative drug companies and international pharmaceutical giants [3] - Xiangcai Securities projected that by 2025, the domestic innovative drug industry may reach a turning point, shifting from capital-driven growth to profit-driven growth, presenting dual opportunities for performance and valuation recovery [3]