资金布局创新药回调窗口，恒生创新药ETF（520500）连续两个交易日获资金净流入

Core Viewpoint - The innovative drug industry is currently in a "window period" with a lack of performance, events, and policy catalysts, yet investor enthusiasm remains high, leading to active positioning during this correction phase [1] Group 1: Market Performance - The Hang Seng Innovative Drug ETF (520500) has seen continuous net inflows for two consecutive trading days, increasing its fund shares to 584 million and fund size to 1.141 billion, both hitting record highs since inception, with year-to-date growth of 379% and 843% respectively [1] - As of August 7, 2025, the daily trading volume of the Hang Seng Innovative Drug ETF has exceeded 1 billion yuan for 13 consecutive trading days, with an average daily trading volume of 1.438 billion yuan, ranking it among the top innovative drug ETFs [1] - The Hang Seng Innovative Drug Index, which the ETF tracks, comprises 40 high-growth Hong Kong-listed innovative drug companies, reflecting the overall performance of businesses related to innovative drug research, development, and production [1] Group 2: Policy Support - On August 6, 2025, Shanghai's seven departments jointly issued measures to promote the high-quality development of commercial health insurance, supporting the innovative drug and medical device industries [1] - The new policy is expected to leverage commercial insurance's advantages in medical expense settlement, facilitating the smooth advancement of medical insurance payment reforms and providing strong financial support for the development of "new and superior drugs and devices" [1] Group 3: Investment Outlook - The innovative drug sector is identified as a growth area with industry trends and potential, supported by policy backing and internationalization [1] - Despite short-term correction pressures, the long-term fundamental logic for the sector remains intact, making it a valuable investment area for investors [1] - The Hang Seng Innovative Drug ETF (520500) offers a convenient and efficient tool for investors to allocate resources in the innovative drug sector, potentially becoming a choice for capturing industry opportunities [1]