生物医药ETF（512290）涨超1.0%，政策红利或助推行业创新

Group 1 - The National Healthcare Security Administration and the National Health Commission released measures to support the high-quality development of innovative drugs, including 16 policies to enhance the R&D environment and promote innovative drugs into insurance directories [1] - Domestic pharmaceutical companies have made breakthroughs in internationalization, with Dize Pharmaceutical's Shuwotini receiving FDA approval, marking it as the first domestic innovative drug approved for treating EGFR exon 20 insertion NSCLC in the U.S. [1] - The biopharmaceutical industry outperformed the pharmaceutical index and the broader market, with some companies benefiting from the recovery of the upstream pharmaceutical supply chain, indicating a trend of valuation recovery [1] Group 2 - The vaccine industry is facing performance pressure, but improvements in channel inventory may lead to a recovery or continued growth in sales for key vaccine products such as PCV13, diploid rabies vaccine, and MCV4 [1] - Blood product companies are experiencing price pressure post-collection for albumin and some blood products, but the industry is expected to see steady growth in plasma collection volume in 2024, supporting future growth [1] - The expansion of plasma stations and trends in mergers and acquisitions are areas of interest for future developments in the blood products sector [1]