20cm速递｜科创综指ETF国泰（589630）涨超1.0%，政策与业绩双驱动医药板块回暖

Group 1 - The pharmaceutical and biotechnology sector has seen significant recent gains, with a continued trend in innovative drugs and CXO market performance [1] - Recent policies, including measures to support the high-quality development of innovative drugs and notifications regarding the 11th batch of national drug centralized procurement, provide comprehensive support for the development of innovative drugs across the entire supply chain [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] Group 2 - The focus should be on pharmaceutical and medical device sectors benefiting from optimized centralized procurement rules, as well as the CXO sector, which is experiencing improved overseas demand and gradually recovering orders [1] - The establishment of a commercial insurance innovative drug catalog will clarify the boundaries of basic medical insurance coverage, providing stronger economic support for the development of innovative drugs [1] - The Guotai Science and Technology Innovation Index ETF (589630) tracks the Science and Technology Innovation Index (000680), which can have daily fluctuations of up to 20%, reflecting the overall performance of the science and technology innovation sector [1]