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恒生创新药ETF(159316)活跃6连涨，近5日“吸金”超5700万元，创新药板块基本面呈现明显改善
Sou Hu Cai Jing·2025-07-16 06:00

Core Viewpoint - The Hang Seng Innovation Drug ETF (159316) has shown significant performance, with a 1.94% increase and a 7.58% rise over the past week, indicating strong market activity and investor interest in the innovative drug sector [1][2]. Group 1: ETF Performance - As of July 15, 2025, the Hang Seng Innovation Drug ETF (159316) reached a new high in size at 598 million yuan and a total of 429 million shares, reflecting robust growth since its inception [1]. - The ETF recorded a turnover rate of 50.08% with a trading volume of 303 million yuan, showcasing active market participation [1]. - Recent net inflows into the ETF amounted to 13.75 million yuan, with a total of 57.05 million yuan over the last five trading days, indicating strong investor confidence [1]. Group 2: Industry Insights - Bohai Securities highlights the positive impact of new policies for innovative drugs, suggesting that the upcoming commercial insurance innovative drug catalog could present investment opportunities in related sectors [1]. - The ongoing optimization of industry procurement policies is expected to mitigate negative impacts, with a focus on performance recovery in sectors like CXO, driven by improving overseas demand and order recovery [1]. - Xiangcai Securities anticipates a significant improvement in the fundamentals of the innovative drug sector in 2025, with a shift from capital-driven growth to profit-driven growth, suggesting potential for both performance and valuation recovery in the sector [1]. Group 3: ETF Characteristics - The Hang Seng Innovation Drug ETF closely tracks the Hang Seng Innovation Drug Index, which reflects the performance of Hong Kong-listed companies involved in innovative drug research, development, and production [2]. - As the only ETF product tracking the Hang Seng Innovation Drug Index, it offers high elasticity and scarcity, providing investors with a unique opportunity to capitalize on the current investment landscape in Hong Kong's innovative drug sector [2].