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创新药行业景气度上行,关注创新药ETF(517110)
Mei Ri Jing Ji Xin Wen·2025-07-30 01:15

Group 1 - The pharmaceutical sector is experiencing a positive trend, with the innovative drug ETF (517110) rising by 4.26% and the biopharmaceutical ETF (512290) increasing by 2.72% [1] - Heng Rui Medicine has reached a license-out cooperation with GSK worth over $10 billion, with an initial payment of $500 million and potential milestone payments totaling approximately $12 billion [1] - The strong performance of CXO leader WuXi AppTec, which revised its 2025 half-year performance guidance upwards, reflects the resilience of the innovative drug industry and boosts market confidence in the sector [1] Group 2 - The government has introduced multiple policies to optimize drug procurement and support innovative drugs, indicating a favorable policy environment for the pharmaceutical industry [2] - The newly issued Sci-Tech Innovation Drug ETF (589723) aims to track the Shanghai Stock Exchange Sci-Tech Innovation Board Innovative Drug Index, which has shown stronger rebound potential compared to the broader market [2]