创新药强势反攻！恒生医药ETF（159892）涨超3%，港股通医疗ETF（520510）涨近4%

Group 1 - The core viewpoint of the articles highlights the strong performance of innovative drugs, with related ETFs such as the Hang Seng Pharmaceutical ETF (159892) rising over 3% and the Hong Kong Stock Connect Medical ETF (520510) increasing nearly 4% [1] - On August 12, authorities announced the preliminary review results for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, which includes 534 drug generic names for basic medical insurance and 121 drug generic names for commercial insurance innovation [1] - Xiangcai Securities pointed out that the domestic innovative drug industry has been building momentum for ten years and is currently entering a turning point where innovative achievements are being realized [1] Group 2 - The National Medical Insurance Administration mentioned the establishment of a "first launch price mechanism for new drugs" during a recent meeting focused on innovative drugs and medical devices, indicating that relevant detailed policies are expected to be released soon [1] - Related products include the Hang Seng Pharmaceutical ETF (159892), which focuses on leading innovative drug companies, and the Hong Kong Stock Connect Medical ETF (520510), which benefits from trends such as anti-involution, the overseas expansion of innovative drugs, and the AI technology revolution [2]