20cm速递 | 科创创新药ETF国泰（589720）盘中涨2.1%，赛道有较高成长性和投资价值

Group 1 - The launch of the National Smart Medical Insurance Competition will enhance the efficiency of innovative drug research and development in the pharmaceutical and biotechnology industry, with open medical insurance data helping companies better target clinical needs, shorten R&D cycles, and reduce costs [1] - The competition promotes cross-industry resource integration, with collaborations between technology companies and pharmaceutical firms potentially leading to new R&D models and accelerating the transition of innovative drugs from the lab to clinical application [1] - In the long term, the innovative drug sector is expected to have high growth potential and investment value, as deeper application of medical insurance data is likely to improve both the quantity and quality of innovative drugs, which can achieve significant market share and pricing power post-approval due to clinical advantages [1] Group 2 - The Guotai Innovation Drug ETF (589720) tracks the Innovation Drug Index (950161), which can experience daily fluctuations of up to 20%. This index focuses on companies that excel in new drug development within the technology innovation sector, primarily covering biopharmaceuticals and chemical pharmaceuticals [1] - The index emphasizes companies' R&D investment and innovation capabilities, prioritizing allocation to high-growth and technologically advanced firms to reflect the overall performance of publicly listed companies related to new drug development driven by technological innovation [1]