Group 1 - The Hang Seng Hong Kong Stock Connect Innovative Drug Index has revised its compilation scheme, officially effective from August 11, focusing solely on core innovative drug companies by excluding CXO companies [1] - CXO companies provide outsourcing services for pharmaceutical and biotech firms and do not directly acquire core intellectual property of innovative drugs, thus not bearing the risks associated with new drug development [1] - The exclusion of 5 CXO companies, which previously accounted for approximately 20% of the index's weight and underperformed compared to the overall index, has led to improved performance metrics for the revised index, including an annualized return exceeding 47% since its publication [1] Group 2 - China's innovative drug industry has made significant progress, with reduced innovation costs and improved R&D efficiency, leading to a pipeline that ranks second globally, attracting multinational pharmaceutical companies to increase their procurement of innovative drug patents [2] - The Hang Seng Hong Kong Stock Connect Innovative Drug Index has seen a cumulative increase of about 100% year-to-date as of August 5, highlighting the strong performance of the Hong Kong pharmaceutical sector [2] - The Hang Seng Innovative Drug ETF is currently the only product tracking the revised index, with its latest scale surpassing 1 billion yuan, enabling investors to better allocate resources towards leading innovative drug companies in Hong Kong [2]
创新药“纯度”100% 恒生创新药ETF(159316)标的指数全新升级
Jin Rong Jie·2025-08-11 02:10