政策红利+行业拐点，创新药ETF（517110）5日领涨超6%！

Group 1 - The core viewpoint of the news is the positive momentum in the innovative drug sector, driven by government support and market confidence [3][4]. - The National Medical Insurance Administration held a meeting to discuss support for innovative drugs, emphasizing "true support for innovation" and the principle of "no procurement for new drugs" [3]. - The innovative drug sector is experiencing a significant increase in outbound business development (BD), with over 50 transactions expected in the first half of 2025, totaling more than $48 billion [3][4]. Group 2 - According to Everbright Securities, the core logic of the innovative drug sector is the acceleration of Chinese innovative drug pipelines going global, with 81 license-out transactions expected in 2024, amounting to $45 billion [4]. - The innovative drug ETF (517110) has shown strong performance, with a 6.79% increase in the past week and a 16.58% increase in the past month, reflecting the overall positive trend in the sector [4]. - The performance of the innovative drug ETF has outpaced traditional indices, with year-to-date returns of 43.95% compared to the Shanghai and Shenzhen 300 index's 3.83% [5].