6月份私募机构调研热情高涨；港股创新药相关ETF涨超4%

Group 1 - In June, private equity institutions showed high enthusiasm for researching A-share listed companies, with 751 institutions participating in 1,769 research sessions covering 387 companies across 28 industries [1] - The first batch of Sci-Tech Innovation Bond ETFs has been officially approved, issued by 10 leading companies, indicating a growing trend in the bond ETF market, which has surpassed 380 billion yuan [2] - The recent expansion of QDII quotas by the State Administration of Foreign Exchange, totaling 3.08 billion USD, aims to support cross-border investment and enhance the international competitiveness of domestic financial institutions [3] Group 2 - Fund manager Ye Yong from Wanji Fund maintains a strong position in cyclical stocks, predicting stable growth in major commodity prices by 2025, with a return rate of 26.62% in the first half of the year [4] - The ETF market experienced a rebound, particularly in the innovation drug sector, with related ETFs rising over 4% [5][6] - New measures to support the high-quality development of innovative drugs have been introduced, with significant increases in patent procurement by multinational pharmaceutical companies in China [8] Group 3 - The new fund "Guotai Juxin Quantitative Stock Selection Mixed Fund" is set to launch, managed by Wu Kefan, with a performance benchmark linked to the CSI 300 Index [9] - The "Chuangjin Hexin Hengrong 120-Day Holding Period Bond Fund" is also launching, managed by Xie Chuang and Huang Jiaxiang, focusing on long-term bonds [11]