20cm速递｜科创创新药ETF国泰（589720）涨超1.5%，政策与业绩双驱动或延续行情

Core Insights - The pharmaceutical and biotechnology sector has seen significant growth recently, driven by ongoing trends in innovative drugs and CXO markets [1] - Recent policies, including measures to support high-quality development of innovative drugs and notifications regarding the 11th batch of national drug centralized procurement, are crucial for the pharmaceutical and medical device sectors [1] - CXO leading companies that have disclosed their performance show a positive recovery trend, indicating a potential turning point for the sector's performance [1] Policy Developments - The introduction of the "Several Measures to Support the High-Quality Development of Innovative Drugs" and the notification on the 11th batch of centralized procurement are significant for the pharmaceutical and medical device sectors [1] - The ongoing centralized procurement process is expected to benefit pharmaceutical and medical device companies that adapt to the optimized procurement rules [1] Market Performance - The CXO sector has experienced substantial growth this month, attributed to improved overseas demand and a gradual recovery in orders [1] - The innovative drug policy support window is seen as an opportunity for investors, with a focus on the progress of commercial insurance innovative drug catalog and companies with better-than-expected semi-annual report performances [1] Investment Opportunities - The Guotai Innovation Drug ETF (589720) tracks the Innovation Drug Index (950161), which can fluctuate by up to 20% in a single day [1] - The index focuses on representative new drug research and development companies in the technology innovation field, emphasizing high R&D investment and innovation capabilities [1]