Xin Lang Cai Jing·2025-08-05 03:25Group 1 - The core viewpoint of the news highlights the active performance of the innovative drug industry chain in China, supported by the National Medical Insurance Administration's new pricing mechanism for newly launched drugs and medical devices [1][2] - The healthcare ETF, Taikang (159760), closely tracks the National Index of Public Health and Medical Health (980016), which reflects the market performance of listed companies in the public health and medical health industry in the A-share market [2] - The index includes companies focused on prevention, testing, and treatment, which are seen as having significant potential for AI technology applications in proactive health management [2] Group 2 - Key stocks in the National Index of Public Health and Medical Health include WuXi AppTec (603259), Heng Rui Medicine (600276), and Mai Rui Medical (300760), with the top ten stocks accounting for 51.67% of the index [3] - The innovative drug leaders, BeiGene and Heng Rui Medicine, have shown significant changes in their fundamentals, with BeiGene expected to turn profitable by 2025 and Heng Rui's innovative drug proportion exceeding 50% in 2024 [2] - China's position as the second-largest source of quality innovative drugs globally, with a potential market value increase of nearly 3.6 trillion RMB if the global market share reaches 25%, presents structural growth opportunities for A+H shares in innovative drugs [2]