创新药领张市场!港股通医疗ETF富国(159506)盘中涨幅达3.34%
Mei Ri Jing Ji Xin Wen·2025-07-29 03:10

Core Insights - The Hong Kong stock market's healthcare sector is experiencing a bullish trend, with significant gains in innovative drugs and vaccines, as evidenced by the performance of various ETFs and constituent stocks [1] - The National Healthcare Security Administration has announced initiatives to empower drug and medical device innovation through pricing policies, which may accelerate the entry of high-level technological innovations into clinical applications [1] - Analysts are optimistic about the potential for many Hong Kong healthcare companies to turn profitable or rapidly release performance, driven by new product launches and technological breakthroughs [1] Group 1 - The Hong Kong Healthcare ETF (159506) has seen a 3.34% increase, with constituent stocks such as Luye Pharma and WuXi AppTec rising over 8% [1] - The Innovative Drug ETF (159748) has recorded a 3.55% increase, with stocks like WuXi AppTec and Tigermed also showing significant gains [1] - The overall innovation capability of Hong Kong healthcare companies is strong, with many expected to reach performance inflection points in the second half of the year [1] Group 2 - The Hong Kong Healthcare ETF closely tracks the Hang Seng Hong Kong Stock Connect Healthcare Index, which excludes companies with the lowest average R&D to revenue ratios over the past two years [2] - The Innovative Drug ETF focuses on companies engaged in the research, development, production, and sales of innovative drugs, reflecting the overall performance of high-quality listed companies in the innovative drug sector [2]