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商业健康保险创新药目录纳入医保调整方案,恒生创新药ETF(159316)交投活跃,再获资金逆市加仓
Sou Hu Cai Jing·2025-06-27 07:03

Group 1 - The core viewpoint of the news highlights the active trading and significant inflow of funds into the Hang Seng Innovative Drug ETF (159316), indicating a growing interest in innovative drug investments in the Hong Kong market [1][2] - As of June 26, the latest scale of the Hang Seng Innovative Drug ETF reached 367 million yuan, with a total share of 292 million, both hitting record highs since its inception [1] - The recent issuance of the "2025 Basic Medical Insurance Directory and Commercial Insurance Innovative Drug Directory Adjustment Application Guidelines" by the National Medical Insurance Administration marks a significant step in integrating commercial health insurance into the multi-level medical security system [1] Group 2 - The report from Guosen Securities suggests that the large population of chronic disease and non-standard patients in China, coupled with the reform of medical insurance payment methods, indicates a long-term unmet medical demand [1] - The changing landscape of medical insurance payments is expected to enhance the supplementary role of commercial health insurance, presenting a stable development opportunity for the commercial insurance market in the medium to long term [1] - The Hang Seng Innovative Drug ETF closely tracks the Hang Seng Innovative Drug Index, which reflects the performance of Hong Kong-listed companies involved in the research, development, and production of innovative drugs [1][2]