ETF市场日报 | 港股创新药板块彰显巨大弹性！中概互联相关ETF回调显著

Group 1: Market Performance - A-shares' three major indices collectively rose, with the Shanghai Composite Index reaching a new high for the year, closing up 0.18% [1] - The Shenzhen Component Index increased by 1.17%, and the ChiNext Index rose by 1.90%, with total trading volume exceeding 1.3 trillion yuan [1] Group 2: Innovation Drug Sector - The Hong Kong innovation drug sector demonstrated significant elasticity, with multiple ETFs rising over 4% following the release of new policies to support high-quality development of innovative drugs [2][3] - The new policies introduced by the National Healthcare Security Administration and the National Health Commission aim to address industry challenges and promote the growth of the innovative drug market, which is expected to exceed 1.3 trillion yuan in 2024, with a growth rate of 12%-15% anticipated for 2025 [3] Group 3: Investment Trends - Southbound funds have significantly increased their investment in Hong Kong stocks, with a net purchase amount reaching 725.973 billion HKD in the first half of 2025, surpassing the previous year's level [4] - Major companies like Tencent, Alibaba, and Xiaomi have seen their market values increase by over 10 billion HKD due to strong performance and improved liquidity in the market [4] Group 4: ETF Activity - The Hong Kong innovation drug ETF (513120) recorded the highest trading volume among stock products, reaching 9.712 billion yuan, while other bond ETFs also showed strong trading activity [5] - The turnover rate for the benchmark national debt ETF (511100) was notably high at 827.90%, indicating strong trading interest in the sector [6] Group 5: New ETF Launch - The Huaxia Hong Kong Stock Connect Medical ETF (520510) is set to begin fundraising, focusing on core enterprises in the medical field within the Hong Kong Stock Connect range [7] - The index tracks 50 selected stocks, primarily in medical services and innovative drug sectors, highlighting significant coverage of the pharmaceutical outsourcing and innovative drug industry chain [7]