港股创新药ETF、恒生创新药ETF、、港股创新药精选ETF上涨

Group 1 - The Hong Kong pharmaceutical sector experienced a significant rally, with Junshi Bioscience surging over 33% and Lepu Medical rising more than 14% [1] - Various ETFs related to innovative drugs in Hong Kong also saw gains, with the Hong Kong Innovative Drug ETF and Hang Seng Innovative Drug ETF both increasing by over 3% [1] Group 2 - Foreign investment in Hong Kong pharmaceuticals is increasing, with Citigroup raising its stake in WuXi AppTec from 7% to 8.59% and UBS increasing its holding from 7.98% to 8.45% [4] - A report from Lyon indicates that the liquidity and fundamentals of China's healthcare sector are improving, with expectations of significant profit growth in the third quarter due to the release of more innovative drugs [4] - By mid-2025, global pharmaceutical transactions are expected to reach 456, a 32% year-on-year increase, with total upfront payments soaring to $11.8 billion, a 136% increase [4] Group 3 - According to Jiao Yin International, the core driver of the current Hong Kong innovative drug market is value reassessment, with attractive valuations remaining [5] - The head innovative pharmaceutical companies have a forward 12-month price-to-sales ratio that is in line with historical averages, indicating potential for growth [5] - ICBC Credit Suisse believes that the innovative drug industry is showing positive trends, with many large licensing deals expected to materialize in the next six months to a year [5]