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创新药再度领涨市场!创新药ETF富国(159748)盘中涨幅达3.85%
Mei Ri Jing Ji Xin Wen·2025-08-13 05:25

Group 1 - The core viewpoint of the articles highlights the strong performance of innovative drugs, biomedicine, and AI healthcare sectors, leading the market gains [1] - As of the report, the innovative drug ETF (159748) saw an intraday increase of 3.85%, with key stocks like Haikang rising over 10% and others like Innovent and Kelun increasing over 7% [1] - The Hong Kong Stock Connect medical ETF (159506) also experienced a rise of 3.20%, with stocks such as CanSino Biologics increasing over 8% and WuXi AppTec rising over 6% [1] Group 2 - On August 12, the National Healthcare Security Administration announced the preliminary review of 121 innovative drugs for inclusion in the commercial insurance innovative drug directory, which includes several PD-1 drugs and five domestically approved CAR-T therapies [1] - The announcement from the healthcare authority is expected to enhance the accessibility of payments and improve commercialization expectations for these "star products," potentially raising the valuation center for innovative drugs in the Hong Kong market [1] - Recent clarifications on brain-computer interface implementation and industrial goals are expected to boost expectations in high-end medical equipment, neuroregulation, and surgical robotics sectors [1] Group 3 - The innovative drug ETF (159748) closely tracks the SHS Innovative Drug Index (CSI: 931409), which selects listed companies engaged in the research, production, and sales of innovative drugs, focusing on high-quality securities in the pharmaceutical sector [1] - The Hong Kong Stock Connect medical ETF (159506) tracks the Hang Seng Hong Kong Stock Connect Healthcare Index (HSSCHI), which excludes companies with the lowest average R&D to revenue rankings over the past two years, emphasizing high R&D spending and innovative drug business proportions [2]