Xin Lang Ji Jin·2025-07-09 12:08Group 1 - The A-share pharmaceutical sector showed resilience, with innovative drugs leading the momentum and traditional Chinese medicine also active, as evidenced by the drug ETF (562050) rising by 1.32% [1][3] - The drug ETF (562050) is the first ETF in China tracking the CSI Pharmaceutical Index, focusing on innovative drugs while including traditional Chinese medicine and excluding medical and CXO sectors [1][6] - Major pharmaceutical companies like Heng Rui Medicine and Bai Jie Shen Zhou saw significant stock price increases, with Heng Rui Medicine rising by 7.1% and Bai Jie Shen Zhou by 1.48% [3][4] Group 2 - The pharmaceutical industry is currently supported by both policy and demand, with improved profitability expectations due to optimized medical insurance negotiation rules and a solid growth logic driven by aging population and consumption upgrades [4][5] - The innovative drug sector is expected to maintain high growth, driven by factors such as the "patent cliff" for multinational corporations and a declining interest rate cycle, as noted by financial analysts [5] - The drug ETF (562050) offers a diversified investment opportunity across chemical drugs, biological products, and traditional Chinese medicine, providing growth potential while mitigating index volatility [6]