Group 1 - The core viewpoint of the article highlights the positive performance of the biotechnology sector in Hong Kong, with the Hang Seng Biotechnology ETF (159615) rising over 58% year-to-date, indicating strong investor interest in this sector [1] - Notable stocks in the biotechnology sector, such as MicroPort Scientific, Genscript Biotech, and others, have shown significant gains, with some stocks increasing by over 7% and others by more than 5% [1] - The State Council's recent meeting on June 13 focused on optimizing drug and consumable procurement policies, which is expected to positively impact the revenue and profits of generic drug companies due to more controllable price reductions and favorable conditions for larger companies [1] Group 2 - The report from Tianfeng Securities suggests that the optimization of procurement rules will lead to a new round of procurement under improved regulations, benefiting the pharmaceutical industry [1] - Dongguan Securities notes that the pharmaceutical and biotechnology sector has significantly outperformed the CSI 300 index, with innovative drug companies entering a profitable phase after years of R&D investment [1] - Investors are encouraged to consider investment opportunities in the innovative drug industry chain, as recent developments in new drug licensing and performance contributions from innovative drugs are promising [1]
恒生生物科技ETF（159615）盘中涨超1%，微创脑科学涨超7%！创新药领域再传利好政策！