港股创新药ETF（513120）年内收益翻倍！规模突破150亿元

Core Viewpoint - The Hong Kong innovative drug sector is experiencing significant growth, with the largest innovative drug ETF (513120) achieving a remarkable performance, reflecting strong investor interest and favorable market conditions [1][2]. Group 1: Market Performance - On July 29, the A-share market saw a rebound, with the innovative drug sector standing out, as multiple related ETFs recorded substantial gains [1]. - The Hong Kong innovative drug ETF (513120) had a trading volume exceeding 11.6 billion yuan, closing up 4.42%, marking its fourth consecutive day of gains [1]. - As of July 29, the ETF has increased over 105% year-to-date, with its latest scale surpassing 15.1 billion yuan, making it the largest "doubling fund" among 1,234 ETFs this year [1]. Group 2: Industry Outlook - The investment value of the Hong Kong innovative drug sector remains noteworthy, especially with the upcoming policy measures from the National Healthcare Security Administration and the National Health Commission aimed at supporting high-quality development of innovative drugs [2]. - The global competitiveness of Chinese innovative drug companies is on the rise, with cross-border License-out transactions expected to exceed 60% by 2024, up from a low in 2017 [2]. - A recent collaboration between Hengrui Medicine and GSK, potentially worth 12 billion dollars, underscores the international recognition of domestic innovative drugs [2]. - By the end of 2024, China is projected to become the leading country in innovative drug research and development, with original innovations gradually emerging [2]. - The innovative drug sector is entering a phase of systematic valuation restructuring, driven by clinical data and strengthened business development expectations [2]. - The Hong Kong innovative drug ETF (513120) and its associated funds are positioned as effective tools for investors to capitalize on industry growth, benefiting from significant scale and liquidity advantages [2].