Core Viewpoint - The innovative drug sector has shown remarkable performance this year, with several ETFs doubling in value, indicating strong market interest and potential growth in the industry [1][4]. Group 1: ETF Performance - As of July 29, six innovative drug ETFs have doubled in value this year, with three ETFs still showing over 100% year-to-date gains: Huatai-PB Hang Seng Innovative Drug ETF, Wanji Zhongzheng Hong Kong Stock Connect Innovative Drug ETF, and Huitianfu National Index Hong Kong Stock Connect Innovative Drug ETF [1]. - The innovative drug ETFs have experienced a collective pullback on July 30, but the overall performance remains strong [1]. Group 2: Fund Scale and Growth - By July 29, three innovative drug ETFs have surpassed 10 billion yuan in scale: GF Zhongzheng Hong Kong Innovative Drug ETF (16.12 billion yuan), Huitianfu National Index Hong Kong Stock Connect Innovative Drug ETF (11.87 billion yuan), and Yinhua Zhongzheng Innovative Drug Industry ETF (10.33 billion yuan) [4]. - Three innovative drug ETFs have seen their scale grow over tenfold this year: Huitianfu National Index Hong Kong Stock Connect Innovative Drug ETF (17.18 times), Yinhua National Index Hong Kong Stock Connect Innovative Drug ETF (10.98 times), and Invesco Great Wall Zhongzheng Hong Kong Stock Connect Innovative Drug ETF (12.06 times) [4]. Group 3: Market Outlook - The fund manager of Huitianfu National Index Hong Kong Stock Connect Innovative Drug ETF noted that since 2025, Chinese innovative drug companies have accelerated their overseas expansion, with significant overseas licensing deals enhancing global recognition [4]. - The market is expected to improve due to stable expectations regarding cost reduction and anti-corruption measures, with the pharmaceutical industry anticipated to see predictable growth and improved conditions in 2024 and 2025 [4][5]. - Factors supporting this outlook include evolving disease patterns, increased health awareness among residents, stabilization of centralized procurement, and the introduction of supportive policies for innovative drug development [5].
年内多只创新药ETF涨超100% 3只产品规模破百亿
Sou Hu Cai Jing·2025-07-30 09:29