创新药ETF国泰（517110）涨超1.9%，政策与技术双轮驱动或激活产业链机遇

Core Viewpoint - The innovative drug ETF from Guotai (517110) has risen over 1.9%, driven by both policy and technological advancements, which may activate opportunities within the industry chain [1] Industry Summary - The pharmaceutical and biotechnology sector is experiencing a surge in investment enthusiasm due to the release of policy benefits and the influence of clinical data [1] - Measures such as accelerated review of innovative drugs and the establishment of a diversified payment system are expected to stimulate innovation within the industry [1] - Innovative drugs and devices remain the main focus for the future [1] - The chemical pharmaceutical sector has shown outstanding performance, with a weekly increase of 6.86%, ranking first among sub-industries [1] - The second half of the year is expected to see a recovery in areas such as medical device procurement and the restoration of demand in CXO and upstream life sciences [1] - Domestic pharmaceutical companies are accelerating mergers and acquisitions, exemplified by China National Pharmaceutical Group's acquisition of Lixin Pharmaceutical [1] - Policy initiatives continue to promote the development of cutting-edge fields such as biomanufacturing and brain-machine interfaces [1] ETF Information - The innovative drug ETF (517110) tracks the SHS Innovative Drug Index (931409), which is compiled by China Securities Index Co., Ltd. [1] - This index selects listed companies engaged in the research and production of innovative drugs from the Shanghai, Shenzhen, and Hong Kong markets, covering subfields such as chemical pharmaceuticals and biotechnology [1] - The index aims to reflect the overall performance of pharmaceutical companies with core innovative capabilities [1] - Investors without stock accounts can consider Guotai's China Securities Hong Kong-Shenzhen Innovative Drug Industry ETF Initiation Link A (014117) and C (014118) [1]