20cm速递｜创业板医药ETF国泰（159377）盘中飘红，创新药与医疗器械赛道长期成长性获聚焦

Group 1 - The core viewpoint of the article highlights that the pharmaceutical and biotechnology industry is transitioning into the Innovation Drug 3.0 era, moving from "followers" to "leaders," with 2025 expected to be a pivotal year for China's innovative drugs in overseas markets, featuring numerous products with peak expectations exceeding $3-5 billion [1] - The article emphasizes the sustainable prosperity of the innovative drug sector, driven by a clear trend of "innovation + internationalization," supported by continuous policy backing, enhancing global competitiveness, and gradual realization of commercial profitability [1] - The medical device industry is anticipated to improve by 2025, undergoing a similar acceleration in innovation and internationalization as seen in pharmaceuticals, with a recovery in hospital equipment procurement expected, contingent on moderate procurement rules for consumables and IVD [1] Group 2 - The article mentions that the Guotai ChiNext Pharmaceutical ETF (159377) tracks the Innovation Pharmaceutical Index (399275), which can experience daily fluctuations of up to 20%, focusing on innovative biopharmaceuticals and related medical services [1] - The Innovation Pharmaceutical Index selects listed companies involved in innovative drug research and development, biotechnology, and related medical services, reflecting the overall performance of the innovative pharmaceutical sector, with a focus on high growth and innovation capabilities [1]