Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index decreased by 0.89% as of July 2, 2025, with mixed performance among constituent stocks [1] - Microchip Biotech led the gains with an increase of 9.47%, followed by Yuyuan Pharmaceutical at 3.45% and Junshi Biosciences at 2.05%, while Rongchang Biotech, Weigao Orthopedics, and BeiGene experienced declines [1] - The CSI Sci-Tech Medicine ETF (Jia Shi) adjusted its holdings [1] Group 2 - The CSI Sci-Tech Medicine ETF (Jia Shi) had a turnover rate of 2.46% and a trading volume of 5.4294 million yuan, with an average daily trading volume of 39.1454 million yuan over the past month, ranking first among comparable funds [3] - The ETF's scale increased by 15.801 million yuan over the past week, also ranking first among comparable funds, with a growth of 12.5 million shares [3] - The latest net inflow of funds into the ETF was 10.4149 million yuan, with a total net inflow of 15.5373 million yuan over the last five trading days [3] - The net value of the ETF increased by 32.18% over the past year, with the highest single-month return since inception being 23.29% and the longest consecutive monthly gain being five months [3] Group 3 - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 50.3%, including United Imaging Healthcare, BeiGene, and Huatai Medical [3][5] - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, including increased support for R&D and inclusion in insurance directories [5] Group 4 - Zhongtai Securities believes that innovative drugs will remain the main investment theme in the pharmaceutical sector for the year, with expectations of continued growth amid differentiation [6] - Guolian Minsheng Securities anticipates that 2025 will be a significant year for domestic innovative drugs to enter international markets, following a shift from generic to innovative drugs over the past seven years [6] - Investors without stock accounts can access opportunities in the Sci-Tech Innovation Board biopharmaceutical sector through the CSI Sci-Tech Medicine ETF (Jia Shi) linked fund [6]
创新药细分赛道陆续进入兑现期,科创医药ETF嘉实(588700)调整蓄势,成分股微芯生物领涨