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科创医药ETF嘉实(588700)近一周日均成交同类第一!机构:创新药或将逐步进入成果兑现阶段
Sou Hu Cai Jing·2025-07-16 05:41

Core Viewpoint - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index has shown positive performance, with significant gains in constituent stocks, indicating a bullish trend in the biopharmaceutical sector [1][4]. Group 1: Index Performance - As of July 16, 2025, the Sci-Tech Innovation Board Biopharmaceutical Index increased by 0.21%, with notable rises in stocks such as Yifang Bio (+4.83%) and Nanwei Medical (+3.93%) [1]. - Over the past week, the Jiashi Sci-Tech Medical ETF has accumulated a rise of 4.76%, ranking first among comparable funds [1]. Group 2: Liquidity and Trading Activity - The Jiashi Sci-Tech Medical ETF recorded a turnover rate of 10.5% during trading, with a transaction volume of 21.6692 million yuan, reflecting active market participation [4]. - The average daily transaction volume for the Jiashi Sci-Tech Medical ETF over the past week was 31.1046 million yuan, also ranking first among comparable funds [4]. Group 3: Fund Growth and Performance - The Jiashi Sci-Tech Medical ETF has seen a significant growth of 12.5 million yuan in size over the past year, leading among comparable funds [4]. - The fund's net value increased by 41.50% over the past year, placing it in the top 17.15% among 2,909 index equity funds [4]. - The highest monthly return since inception was 23.29%, with the longest consecutive monthly gain being 5 months and an average monthly return of 7.43% [4]. Group 4: Major Stocks in the Index - As of June 30, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Biopharmaceutical Index accounted for 50.3% of the index, with leading companies including United Imaging Healthcare (8.97%) and BeiGene (7.05%) [4][6]. Group 5: Policy Developments - The innovative drug industry is set to benefit from favorable policies, with the adjustment of the national medical insurance drug catalog officially starting on July 11, 2025 [6]. - The National Healthcare Security Administration plans to announce the results of the drug catalog adjustments between October and November 2025 [6]. Group 6: Future Outlook - The year 2025 is anticipated to be significant for domestic innovative drugs entering the market, as companies transition from generic to innovative drugs following the "4+7" procurement policy implemented in 2018 [7].