创新药概念活跃，恒生生物科技ETF(159615)冲高涨近3%，创新药ETF南方(159858)涨近2%，“创新 + 国际化”创新药产业趋势不变

Group 1 - The core viewpoint of the news is that the innovative drug sector in A-shares and Hong Kong stocks has shown strong rebound, driven by supportive government measures for high-quality development of innovative drugs [1][2] - On July 1, 2025, the National Healthcare Security Administration and the National Health Commission jointly issued measures to support the innovative drug sector, proposing 16 measures across five areas to enhance the entire chain of support for innovative drug research and development, access, hospital use, and diversified payment [1] - The measures include the establishment of a commercial health insurance directory for innovative drugs, indicating a significant policy shift to encourage innovation in the pharmaceutical industry [1] Group 2 - According to Industrial Securities, the innovative drug sector's favorable outlook is sustainable, with a focus on "innovation + internationalization" as a key trend [2] - Despite recent adjustments in the innovative drug sector, the overall trend remains positive, with continuous catalysts expected to strengthen attention on this sector [2] - Chinese innovative drugs have gained competitive advantages in popular technology areas such as ADC, bispecific antibodies, and cell therapy, with a rapid increase in the proportion of molecules introduced by global pharmaceutical companies from Chinese enterprises [2] Group 3 - The Hang Seng Biotechnology ETF (159615) closely tracks the Hang Seng Biotechnology Index, which reflects the overall performance of the largest 50 biotechnology companies listed in Hong Kong [2] - The top ten weighted stocks in the Hang Seng Biotechnology Index include Innovent Biologics, WuXi Biologics, BeiGene, CanSino Biologics, CSPC Pharmaceutical Group, China Biologic Products, 3SBio, Zai Lab, Hansoh Pharmaceutical, and Zymeworks [2] - The Southern Innovative Drug ETF (159858) closely tracks the CSI Innovative Drug Industry Index, which selects up to 50 representative listed companies involved in innovative drug research and development [2]