医保新增商保目录，医药板块发展再提速，医疗创新ETF(516820.SH)涨超2%

Group 1 - The core viewpoint is that the expectation of interest rate cuts by the Federal Reserve has boosted market sentiment, leading to a rise in the Medical Innovation ETF (516820.SH) by 2.08% [1] - Key stocks in the sector, such as Haikang (002653), Kanglong Chemical (300759), Kanghong Pharmaceutical (002773), and WuXi AppTec (603259), have seen significant increases in their share prices, with gains of 7.81%, 6.63%, 6.33%, respectively [1] - The National Healthcare Security Administration has announced a plan for the adjustment of the drug catalog for basic medical insurance and commercial health insurance, establishing a dual-track system of "basic medical insurance + commercial insurance for innovative drugs" to alleviate pressure on basic medical insurance funds [1] Group 2 - The upcoming catalysts include the release of mid-year reports in August, with positive trends expected in the innovative drug sector and its supply chain, as some companies are already seeing a recovery in orders [2] - The approaching Innovative Drug Industry Conference in late August, along with updates from major cancer conferences like WCLC and ESMO, are anticipated to be significant events for the sector [2] - Domestic policy changes, including adjustments to the medical insurance catalog and the promotion of commercial insurance policies in the second half of the year, are also seen as important catalysts for the industry [2]