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 [1] - The openness of medical insurance data will help companies accurately target clinical needs, shorten R&D cycles, and reduce costs [1] - The competition promotes cross-industry resource integration, potentially leading to new R&D models through collaboration between technology companies and pharmaceutical firms [1] Group 2 - In the long term, the innovative drug sector shows high growth potential, with deeper application of medical insurance data expected to improve both the quantity and quality of innovative drugs [1] - Once approved, innovative drugs can gain significant market share and pricing power due to their clinical advantages [1] - Overall, the investment value of the pharmaceutical and biotechnology industry is highlighted under policy support and data empowerment [1] Group 3 - The Guotai Innovative Drug ETF (517110) tracks the SHS Innovative Drug Index (931409), which selects securities from companies engaged in the R&D, production, and sales of innovative drugs within the Hong Kong Stock Connect range [1] - This index focuses on the innovative characteristics and growth potential of the pharmaceutical and biotechnology industry, reflecting the investment value of the innovative drug industry chain [1] - Investors without stock accounts can consider the Guotai Zhongzheng Shanghai-Hong Kong-Shenzhen Innovative Drug Industry ETF Initiation Link A (014117) and Link C (014118) [1]
创新药ETF国泰(517110)盘中涨超1.1%,创新药投资价值凸显
Mei Ri Jing Ji Xin Wen·2025-08-06 06:23