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两部门发文支持创新药！港股医药ETF(159718)近一年上涨超60%，医疗创新ETF(516820)连续三天获资金净流入
Xin Lang Cai Jing·2025-07-01 03:19

Core Viewpoint - The Hong Kong pharmaceutical ETF (159718) is experiencing a tight market with a recent price of 0.84 HKD, reflecting a significant increase in net value and trading volume, driven by supportive government policies for innovative drugs [1][2]. Group 1: ETF Performance - As of June 30, the Hong Kong pharmaceutical ETF has seen a net value increase of 63.33% over the past year, with an average daily trading volume of 1.44 billion HKD in the last month [1]. - The ETF's liquidity is highlighted by a turnover rate of 7.06% and a total transaction value of 17.53 million HKD [1]. - The ETF's scale has grown by 49.67 million HKD over the past three months, indicating significant growth [1]. Group 2: Government Policies - On July 1, the National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, facilitating their entry into designated medical institutions [1]. - The measures encourage timely adjustments to drug supplies and the establishment of temporary procurement channels to meet clinical needs and ensure patient rights [1]. Group 3: Market Trends - Pacific Securities emphasizes the importance of the pharmaceutical sector in light of market pricing power and liquidity changes, particularly focusing on AI healthcare and innovative drugs as key investment strategies [2]. - The backdrop of increased liquidity and risk appetite in the Hong Kong market, along with significant data releases from major conferences, has heightened interest in biotech catalysts [2]. Group 4: Index Performance - The CSI Hong Kong Pharmaceutical and Medical Device Innovation Index (931484) rose by 0.56%, with notable increases in stocks such as Aier Eye Hospital (2.61%) and Genscript Biotech (2.01%) [4]. - The index's top ten weighted stocks account for 59.44% of the total, indicating a concentrated market [7]. Group 5: Fund Inflows - The Medical Innovation ETF (516820) has seen continuous net inflows over the past three days, with a peak single-day inflow of 10.09 million HKD, totaling 17.40 million HKD [4].