中国医药创新引全球关注 建信基金打造浮动费率医疗创新基金

Core Viewpoint - The A-share market is experiencing a strong upward trend, with the medical industry showing significant gains, driven by policy improvements and corporate profit recovery [1] Group 1: Market Trends - The A-share market has recently broken through the 3700-point barrier, indicating a bullish trend [1] - The medical sector is highlighted as a strong performer within the market [1] Group 2: Investment Opportunities - Jianxin Fund is launching the Jianxin Medical Innovation fund, focusing on innovative investment opportunities in the medical field [1][2] - The fund manager emphasizes that China's pharmaceutical innovation capabilities have gained significant global competitiveness, transitioning from imitation to original innovation [1][2] - The number of international authorizations for Chinese innovative drugs is on the rise, reflecting global recognition [1] Group 3: Policy Support - Recent measures from the National Healthcare Security Administration and the National Health Commission support the high-quality development of innovative drugs [1] - Ongoing optimization of the selection rules for national medical insurance procurement is expected to further bolster the innovative drug industry [1] Group 4: Fund Strategy - The Jianxin Medical Innovation fund will focus on a dual market strategy (A+H), with an equity allocation of 80%-95% [2] - The fund will prioritize innovative drugs with broad market potential and clear competitive landscapes, while also considering external authorization probabilities and amounts [2] - A new floating fee structure is introduced to align the interests of investors and fund managers, with management fees varying based on holding period and annualized returns [2]