港股创新药50ETF（513780）盘中涨超2%！港股创新药继续猛攻，板块有望迎来“戴维斯双击”！

Group 1 - The core viewpoint of the articles highlights the strong performance and growth potential of the Hong Kong innovative drug sector, particularly the Hong Kong Innovative Drug 50 ETF, which has seen a year-to-date increase of 105% [1][2] - The Hong Kong Innovative Drug 50 ETF has attracted significant capital inflow, with a net inflow of 340 million yuan over the last five trading days and over 600 million yuan in the past three months, indicating accelerated investment interest [1] - The CRO and CDMO sectors are expected to experience a recovery in demand due to multiple factors, including the anticipated easing of overseas interest rates in Q4 2024 and the introduction of significant policies in 2025, which could lead to a "Davis Double Play" scenario of simultaneous profit and valuation increases [1] Group 2 - The mid-year reporting season is expected to show performance in the innovative drug sector similar to Q1, with a positive outlook for sub-sectors such as innovative drugs and the innovative drug supply chain, which are showing signs of recovery [2] - The top ten constituents of the China Securities Hong Kong Stock Connect Innovative Drug Index account for 70.03% of the index, including high-quality A-share companies like Innovent Biologics and CSPC Pharmaceutical Group, indicating a strong focus on innovative drug research and development [2] - The domestic innovative drug sector is at a new historical starting point, with companies enhancing their competitiveness and expanding overseas, supported by rapid revenue growth and favorable policies [2]