Group 1 - The Hong Kong stock market showed positive performance on August 13, with the innovative drug sector experiencing fluctuations but maintaining investor interest [1] - According to Wind data, as of August 12, the pharmaceutical and biotechnology sector was the top recipient of southbound capital net purchases over the past week, indicating strong market focus on innovative drugs [1] - The Hang Seng Pharmaceutical ETF (159892) rose nearly 1.5%, while the Hong Kong Stock Connect Medical ETF (520510) increased by approximately 2.5% [1] Group 2 - The National Healthcare Security Administration announced the preliminary review results for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, with 121 drug generic names passing the initial review for the commercial insurance innovative drug catalog [1] - The inclusion of innovative drugs in the commercial insurance category signifies an enhanced role of commercial insurance in the multi-tiered medical security system [1] - Guoyuan Securities believes that the expansion of the commercial insurance innovative drug catalog will create more development opportunities for the innovative drug industry [1]
商保创新药目录新进展!医药板块迎发展新机遇,港股通医疗ETF(520510)现涨近2.5%
Mei Ri Jing Ji Xin Wen·2025-08-13 03:12