Group 1 - The Hong Kong stock market's healthcare sector showed strong performance, with significant gains in innovative drugs, biopharmaceuticals, medical devices, and medical services [1] - The Hong Kong Stock Connect Medical ETF (159506) saw an intraday increase of 3.83%, with constituent stocks like Lepu Biopharma-B, Kangfang Biopharma, and Kintor Pharmaceuticals rising over 9% [1] - Recent announcements of mergers and new drug trials by leading companies have positively influenced market sentiment, with institutions noting that acquisitions will enhance core competitiveness in relevant fields [1] Group 2 - The innovative drug ETF (S159748) recorded an intraday rise of 2.96%, reflecting growing investor interest in the sector [1] - The domestic innovative drug industry is evolving with new transaction models like NewCo, particularly in the ADC sector, which has the highest trading interest, along with opportunities in dual antibodies/multi-antibodies and cutting-edge technologies like small nucleic acids/mRNA [1] - The current landscape shows a rich reserve of domestic innovative drug assets with significant trading value, alongside multinational pharmaceutical companies facing patent cliffs, indicating sustained enthusiasm for domestic innovative drug transactions abroad [1] Group 3 - The Hong Kong Stock Connect Medical ETF (159506) closely tracks the Hang Seng Stock Connect Healthcare Index (HSSCHI), with a unique index compilation scheme that excludes companies with the lowest average R&D/income rankings over the past two years [1] - Companies with high R&D expenditure ratios and a significant share of innovative drug business are prioritized, aiding investors in accurately capturing investment opportunities in the Hong Kong pharmaceutical sector [1]
创新药强势表现!港股通医疗ETF富国(159506)盘中涨幅达3.83%
Mei Ri Jing Ji Xin Wen·2025-07-17 04:31