恒生生物科技ETF(159615)涨超2%，创新药ETF南方(159858)溢价频现涨超1%，第十一批集采彰显政策定力，创新药投资价值凸显

Group 1 - The core viewpoint of the articles highlights a significant rise in the innovative drug sector in both Hong Kong and A-shares, driven by favorable policy changes and market sentiment [1][2] - The 11th batch of national drug centralized procurement has officially started, with the National Healthcare Security Administration clarifying the principle of "new drugs not included in procurement, procurement only for non-new drugs," providing clear policy support for the innovative drug sector [1] - The recent increase in public fund allocation to the pharmaceutical sector, particularly in innovative drugs, indicates a growing market confidence in this area, with notable increases in holdings of companies like Innovent Biologics and 3SBio [2] Group 2 - The Hang Seng Biotechnology ETF (159615) has seen a strong performance, rising over 2% in a single day and accumulating a 6.30% increase over the past week, reflecting active market trading [1][2] - The top ten weighted stocks in the Hang Seng Biotechnology Index include major players such as Innovent Biologics, WuXi Biologics, and BeiGene, indicating a concentration of investment in leading innovative drug companies [2] - The Southern Innovative Drug ETF (159858) tracks the CSI Innovative Drug Industry Index, which includes up to 50 representative companies involved in innovative drug development, with top holdings including Hengrui Medicine and WuXi AppTec [2]