大爆发！恒生创新药ETF、港股创新药ETF、港股创新药50ETF年内涨超90%

Group 1 - Heng Rui Pharmaceutical's stock surged over 18% in Hong Kong, reaching 80 HKD, while its A-shares hit the daily limit, marking the highest level since July 2021 [1] - The company announced a significant collaboration with GSK, granting global exclusive rights for the HRS-9821 project and up to 11 additional projects, excluding certain regions [1] - GSK will pay Heng Rui a 500 million USD upfront payment, with potential milestone payments totaling approximately 12 billion USD if all projects are successfully developed and commercialized [1] Group 2 - The Hong Kong pharmaceutical sector experienced a rally, driven by policy support, accelerated international expansion, and performance growth [1] - As of July 25, 15 innovative pharmaceutical companies, including Heptares Therapeutics and Innovent Biologics, saw year-to-date stock increases exceeding 200% [1] - Various Hong Kong innovative drug ETFs have reported year-to-date gains of over 90%, indicating strong investor interest in the sector [1][3] Group 3 - By the end of Q2, the total market value of publicly offered funds' holdings in pharmaceutical stocks reached 300.9 billion CNY, a 9.86% increase from the end of Q1 [5] - The proportion of pharmaceutical stocks in the total holdings of public funds rose to 9.77%, up 0.72% from the previous quarter [5] - The top five pharmaceutical stocks held by public funds by market value at the end of Q2 were Heng Rui Pharmaceutical (32.1 billion CNY), WuXi AppTec (25.1 billion CNY), Mindray Medical (22.7 billion CNY), Innovent Biologics (15.5 billion CNY), and United Imaging Healthcare (11.9 billion CNY) [7] Group 4 - The pharmaceutical sector is expected to maintain a sustainable growth trend, driven by innovation and internationalization, supported by favorable policies and improving global competitiveness [12] - The recovery of overseas orders and performance in the innovative pharmaceutical industry is anticipated, with domestic demand expected to rebound by 2025 [12]