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首批“纯度”达100%的创新药指数即将到来,恒生创新药ETF(159316)持续“吸金”,规模超10亿元
Sou Hu Cai Jing·2025-08-08 11:58

Group 1 - The CSI Hong Kong Stock Connect Healthcare Composite Index increased by 0.1%, while the Hang Seng Hong Kong Stock Connect Innovative Drug Index rose by 0.03%. In contrast, the CSI 300 Healthcare Index fell by 1.1%, the CSI Biotech Theme Index decreased by 1.5%, and the CSI Innovative Drug Industry Index dropped by 1.6% [1] - The Hang Seng Innovative Drug ETF (159316) saw a net inflow of 90 million yuan this week, bringing its latest scale to 1.08 billion yuan [1] - The Hang Seng Hong Kong Stock Connect Innovative Drug Index announced a revision to its compilation scheme, which will take effect next Monday. The revision will exclude CXO companies, focusing solely on core innovative drug companies, making it one of the first indices tracked by ETFs to achieve a "purity" of 100% in innovative drugs [1] Group 2 - The rolling price-to-earnings ratio for the indices shows varying valuations, with the CSI Hong Kong Stock Connect Healthcare Composite Index at 31.5 times, and the CSI Innovative Drug Industry Index at 51.0 times [2] - Year-to-date performance indicates significant growth, with the Hang Seng Innovative Drug Index up by 98.1%, while the CSI Biotech Theme Index has increased by 29.04% [2] - Over the past year, the Hang Seng Innovative Drug Index has surged by 120.3%, reflecting strong market interest and performance in the innovative drug sector [2]