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行业ETF风向标丨创新药估值主战场有望转向海外,多只创新药ETF半日涨幅近2%
Sou Hu Cai Jing·2025-07-28 05:13

Core Viewpoint - The performance of innovative drug ETFs in the A-share market has been strong, with significant increases in trading volume and price, indicating growing investor interest in the sector [1][3]. Group 1: ETF Performance - The Tianhong Innovative Drug ETF (517380) saw a half-day increase of 2.11%, with a trading volume of approximately 13.31 million yuan and a total size of 778 million units [3][6]. - Other innovative drug ETFs also performed well, with the Huatai-PB Innovative Drug ETF (517120) increasing by 1.99% and the Innovative Drug 50 ETF (159835) rising by 1.88% [2][6]. - The overall trading activity in the innovative drug ETFs was robust, with the Innovative Drug ETF (159992) achieving a half-day trading amount of nearly 300 million yuan [1][9]. Group 2: Index Tracking - The Hang Seng-Hushen Hong Kong Innovative Drug Selected 50 Index tracks 50 stocks listed in Shanghai, Shenzhen, or Hong Kong that have high R&D investment and strong momentum [4][6]. - The index aims to reflect the performance of the most representative stocks in the innovative drug industry, selected based on market capitalization [4][9]. - The China Securities Hong Kong-Shenzhen Innovative Drug Industry Index includes stocks from A-shares and eligible Hong Kong stocks, focusing on companies involved in innovative drug R&D and production [6][9]. Group 3: Major Holdings - Major stocks in the Hang Seng-Hushen Hong Kong Innovative Drug Selected 50 Index include Baijie Shenzhou (6160.HK) with a weight of 12.00%, WuXi AppTec (603259.SH) at 11.26%, and Hengrui Medicine (600276.SH) at 8.39% [5][10]. - The China Securities Innovative Drug Industry Index also features significant holdings such as WuXi AppTec (603259) with a weight of 12.58% and Hengrui Medicine (600276) at 9.51% [10].