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CXO板块景气度有望持续回升 同类费率最低的科创医药ETF受关注
Zhong Zheng Wang·2025-07-30 01:56

Group 1 - Domestic leading CXO companies have recently announced strong growth in their Q2 performance, attracting attention to pharmaceutical-related ETFs [1] - The Kexin Pharmaceutical ETF (588860) has shown active trading, with an average daily turnover of 22.46 million yuan since July [1] - The management fee for Kexin Pharmaceutical ETF is 0.45%, and the custody fee is 0.07%, making it the lowest among ETFs tracking the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index [1] Group 2 - The Kexin Pharmaceutical ETF closely tracks the Shanghai Stock Exchange Science and Technology Innovation Board Biopharmaceutical Index, which includes 50 large-cap companies in the biopharmaceutical and biomedical engineering sectors [1] - As of July 29, the biopharmaceutical index covers 74.6% of the chemical pharmaceuticals and medical devices industries [1] - The introduction of the "market value + R&D" listing standard on the Science and Technology Innovation Board has significantly aided innovative pharmaceutical companies in overcoming funding bottlenecks and accelerating R&D results [1] Group 3 - Overseas CXO leaders have reported stable R&D conditions and slightly raised their annual performance guidance for 2025 [2] - The CXO industry is transitioning from a recovery phase to a performance inflection point, primarily driven by overseas revenue [2] - With a more favorable external environment and the Federal Reserve entering a rate-cutting cycle, the CXO sector is expected to experience a comprehensive recovery due to ongoing global innovation in drug development and supportive domestic policies [2]