20cm速递｜科创创新药ETF国泰（589720）涨超2.0%，政策与业绩双轮驱动创新药板块

Core Viewpoint - The pharmaceutical and biotechnology sector has seen significant growth recently, driven by continuous innovation in drugs and CXO market trends, supported by favorable policies and strong performance from leading CXO companies [1] Policy Support - The recent release of measures to support the 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] - These policies provide comprehensive support across the entire chain from research and development to market access and payment, which is significant for the development of innovative drugs [1] Performance Outlook - Leading CXO companies that have disclosed their performance show a positive recovery trend, indicating a potential turning point for the sector's overall performance [1] - There is an expectation to capitalize on the policy support for innovative drugs and to monitor the progress of the commercial insurance innovative drug catalog [1] Market Trends - The 11th batch of centralized procurement is currently underway, with further optimization of the rules, which is expected to benefit the pharmaceutical sector [1] - The Guotai Innovation Drug ETF (589720) tracks the Innovation Drug Index (950161), which can experience daily fluctuations of up to 20% [1] - This index focuses on publicly listed companies engaged in new drug research and development, covering sub-sectors such as biomedicine and chemical pharmaceuticals, and emphasizes companies with high research investment and innovation capabilities [1]