Group 1 - Lepu Biopharma announced its first profit in H1 2025, with profits expected to be no less than 24 million yuan, compared to a loss of 197 million yuan in the previous period, making it one of the few Hong Kong-listed innovative drug companies to achieve breakeven [1] - Industry leader BeiGene reported an H1 operating profit of 799 million yuan and a net profit attributable to shareholders of 450 million yuan, marking its first half-year profitability [1] - The National Healthcare Security Administration has emphasized "anti-involution," indicating that the lowest price will no longer be the benchmark for centralized procurement, and innovative drugs will not be included in centralized procurement [1] Group 2 - The commercial health insurance adjustment for innovative drug catalogs officially started in early July, which is expected to further expand the payment space for innovative drugs [1] - The Hong Kong Stock Connect Medical ETF (520510) was launched on the Shanghai Stock Exchange, supporting T+0 trading and filling a gap in the Hong Kong Stock Connect medical sector, providing investors with more options in CXO, innovative drugs, and AI medical fields [1]
医药利好密集，龙头盈利！聚焦三大主线的港股通医疗ETF（520510）重磅上市
Sou Hu Cai Jing·2025-08-07 02:17