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港股创新药50ETF(513780)开盘拉升超2%!创新药概念股再度走高
Jin Rong Jie·2025-08-18 02:20

Group 1 - The core viewpoint of the articles highlights the significant growth and investment opportunities in the Hong Kong innovative drug sector, particularly driven by recent policy support and market dynamics [1][2][3] - The Hong Kong Innovative Drug 50 ETF (513780) has seen a remarkable increase of over 107% year-to-date, with a net inflow of 1.81 billion yuan since the beginning of the year [1] - The recent announcement by the National Healthcare Security Administration regarding the adjustment of the national medical insurance drug catalog is expected to benefit high-priced innovative drugs and gene therapies, fostering a collaborative development model between basic medical insurance and commercial insurance [1][2] Group 2 - The top ten constituents of the CSI Hong Kong Stock Connect Innovative Drug Index account for 70.59% of the total weight, including high-quality A-share companies like Innovent Biologics and CSPC Pharmaceutical Group [2] - The innovative drug sector in China is at a new historical starting point, with domestic companies enhancing their competitiveness and expanding overseas, while the industry is transitioning towards a profit-driven cycle supported by strong policy backing [2] - Investors are encouraged to pay attention to the Hong Kong Innovative Drug 50 ETF and its related funds as potential investment opportunities in this growing sector [2]