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创新药ETF(517110)涨超3.1%,医保稳健运行支撑行业支付环境
Sou Hu Cai Jing·2025-07-17 02:34

Group 1 - The core viewpoint of the article highlights the importance of the measures to support the high-quality development of innovative drugs, particularly the inclusion of innovative drugs in commercial insurance directories, which signifies an enhanced role of commercial insurance in the multi-tiered medical security system [1] - The National Healthcare Security Administration is promoting reforms in medical insurance payment methods, providing a broad space for the development of commercial insurance, which is expected to play a greater role in supporting high-priced innovative drugs and medical devices [1] - The innovative drug industry in China is experiencing rapid development, with upstream industries such as research reagents and CXO also showing signs of recovery, and performance is expected to improve gradually starting from the 2025 mid-year report [1] Group 2 - The innovative drug ETF managed by Guotai tracks the SHS Innovative Drug Index, which focuses on companies listed on the Shanghai and Shenzhen stock exchanges involved in new drug research, production, and sales [1] - The index aims to reflect the overall performance of China's innovative drug industry, selecting companies with strong innovation capabilities and market potential, particularly in high-growth segments of the pharmaceutical and biotechnology sectors [1]