ETF市场日报 | 创新药板块迎重磅政策支持，连续批量反弹！金融科技相关ETF回调居前

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index up by 0.39%, Shenzhen Component Index up by 0.11%, and ChiNext Index down by 0.24% as of July 1, 2025 [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.466 trillion yuan [1] Innovation Drug Sector - The innovation drug sector led the market gains, with various ETFs such as the Innovation Drug ETF FuGuo (159748) rising by 5.88% and others like the Hong Kong Innovation Drug ETF (159570) increasing by over 4% [2] - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, focusing on R&D, access, hospital use, and multi-payment systems [2] - The inclusion of commercial health insurance innovative drug catalogs in the adjustment plan aims to enhance the multi-tiered medical security system [2] - Zhongyin Securities noted that the innovation drug sector has long-term investment value, driven by the "18A" policy and the influx of medical companies listing in Hong Kong [2] Financial Technology Sector - The financial technology sector experienced a pullback, with the release of the "Hong Kong Digital Asset Development Policy Declaration 2.0" aiming to position Hong Kong as a global innovation center for digital assets [3] - The policy includes regularizing the issuance of tokenized government bonds and promoting broader asset and financial tool tokenization [3] - The domestic financial technology market is projected to grow at a compound annual growth rate of approximately 13.3% due to various development plans [3] ETF Market Activity - The Hong Kong-related ETFs showed high trading activity, with the Hong Kong Stock Connect 50 ETF (159712) having a turnover rate of 1067.75% [4][5] - The top traded ETF by volume was the Huabao Tianyi ETF (511990), with a transaction amount of 14.25 billion yuan [4] - Four new ETFs are set to launch, including the A500 Enhanced ETF and the Huazhong A500 Enhanced ETF, focusing on a balanced industry distribution and targeting new productivity sectors [6] Sector-Specific ETFs - The Hong Kong Stock Connect Consumer 50 ETF focuses on consumer upgrade leaders, targeting sectors like trendy toys and domestic gold [6] - The Hong Kong Stock Connect China Technology 30 ETF emphasizes AI and technology sectors, with over 70% weight in semiconductor, hardware, and software services [7]