Group 1 - The core viewpoint of the articles highlights the strong performance of the Hong Kong innovative pharmaceutical sector, with significant gains in the Hong Kong Innovative Drug 50 ETF and individual stocks like Boan Biotechnology and Tigermed [1][2] - As of July 8, the top ten constituents of the CSI Hong Kong Stock Connect Innovative Drug Index account for 68% of the total weight, including high-quality A-share companies like Innovent Biologics and CSPC Pharmaceutical Group [2] - The National Medical Products Administration reported that in the first half of the year, 43 innovative drugs and 45 innovative medical devices were approved, representing year-on-year increases of 59% and 87% respectively, indicating a positive trend in the industry [1] Group 2 - The innovative pharmaceutical sector in China is at a new historical starting point, with domestic companies enhancing their competitiveness and expanding overseas, supported by strong policy backing [2] - The net inflow into the Hong Kong Innovative Drug 50 ETF reached 573 million yuan in the last three months and 851 million yuan year-to-date, reflecting investor confidence in the sector [1] - Guotai Junan Securities expresses strong confidence in a reversal in the pharmaceutical sector by 2025, emphasizing investment opportunities in innovative drugs addressing unmet clinical needs and medical devices [1]
港股创新药50ETF（513780）午后拉升近2%，博安生物涨超11%！对医药板块反转行情抱有强烈信心