Core Viewpoint - The Hong Kong Stock Exchange's innovative drug sector is experiencing significant fluctuations, with the Hong Kong Stock Connect Innovative Drug ETF (520880) showing a notable decline of nearly 4% in early trading, despite strong buying interest as evidenced by a capital inflow of over 480 million yuan in the past five days [1][3]. Group 1: ETF Performance - The Hong Kong Stock Connect Innovative Drug ETF (520880) is the first ETF tracking the Hang Seng Hong Kong Stock Connect Innovative Drug Select Index, focusing on the innovative drug industry chain with a high concentration of leading companies [1]. - As of August 7, the ETF's price was 1.207, reflecting a decrease of 3.21% [2]. - The ETF has seen a cumulative increase of 101.58% year-to-date as of July 31, significantly outperforming the Hang Seng Index (23.50%) and the Hang Seng Tech Index (22.05%) by 78.08 and 79.53 percentage points, respectively [3]. Group 2: Market Dynamics - In the early trading session, only one of the 29 leading innovative drug stocks covered by the ETF, Jingtai Holdings, saw an increase, while others like Lepu Biopharma-B, CSPC Pharmaceutical Group, and others fell by over 7% [1]. - The recent market adjustments are not attributed to any significant negative news for innovative drugs but are more influenced by market sentiment [3]. Group 3: Policy Support - On August 6, Shanghai issued measures to promote the high-quality development of commercial health insurance, which includes expanding coverage for new medical technologies, drugs, and devices, potentially benefiting the innovative drug sector [3]. - Analysts believe that the new policies will enhance collaboration between medical services, insurance, and pharmaceuticals, providing strong financial support for the development of innovative drugs and improving their accessibility and affordability [3].
ETF盘中资讯 大幅回调！创新药“新势力”520880盘中下挫近4%，场内溢价高企，吸筹时机到？
Jin Rong Jie·2025-08-07 03:21