医保又有重大利好，港药高歌猛进！纯度100%的港股通创新药ETF(159570)收涨近2%！连续3日吸金超9000万元！

Group 1 - The Hong Kong stock market showed positive performance, with the Hong Kong Stock Connect Innovation Drug ETF (159570) rising by 1.99%, approaching its previous high, and achieving a trading volume exceeding 2.5 billion yuan, with a net inflow of over 91 million yuan in the last three days [1][3] - As of July 24, the latest scale of the Hong Kong Stock Connect Innovation Drug ETF (159570) exceeded 10.2 billion yuan, setting a new historical record, leading in scale and liquidity among its peers [1] - The majority of the constituent stocks of the ETF saw gains, with notable increases including Kangfang Biotech rising over 7%, and several others like Sangfor Biopharma and WuXi AppTec rising over 6% [3][4] Group 2 - The National Healthcare Security Administration (NHSA) announced that the selection process for centralized procurement will no longer solely rely on the lowest bid as a reference, indicating a shift towards a more rational competition model [3][5] - The NHSA's new procurement rules include a hard condition that requires a market scale consideration, specifically that the annual procurement amount exceeds 100 million yuan, and emphasizes the protection of innovative drugs [5][6] - The adjustments in procurement rules are expected to enhance the profit margins for companies, particularly benefiting integrated raw material and formulation enterprises [5][6] Group 3 - The Chinese innovative drug industry has seen significant growth, with the number of self-developed innovative drugs surpassing that of other countries, reaching 704 by 2024 [6][8] - The proportion of First-in-Class (FIC) molecules developed by Chinese companies has increased, with 120 FIC drugs expected to enter clinical trials by 2024, representing 24% of the global total [8][11] - The Chinese pharmaceutical industry benefits from a complete supply chain and a large, cost-effective workforce, enhancing its global competitiveness [11][13] Group 4 - The Hong Kong Stock Connect Innovation Drug ETF (159570) has a significant focus on the innovative drug industry, with the top ten holdings accounting for nearly 72% of the total weight [15] - The ETF has shown a remarkable performance with a 62.78% increase in the first half of 2025, outperforming other medical indices [16]