Group 1 - The core viewpoint is that traditional Pharma is showing strong performance in the first half of 2025, driven by significant results from innovation transformation, with increasing innovative revenue and its proportion becoming a key engine for growth [1] - The domestic innovation industry has reached a scale, with several pharmaceutical companies reaping the benefits of their innovative layouts, and traditional pharma has completed its innovation transformation, leading to the rapid rise of innovative drug companies [1] - The aging population is accelerating the demand for chronic disease treatment, contributing to the growth of the silver economy [1] Group 2 - The medical insurance revenue and expenditure are steadily growing, and the development of commercial insurance is constructing a multi-layered payment system [1] - The AI wave is expected to release new growth logic in the pharmaceutical industry [1] - The Guotai Innovation Drug ETF (589720) focuses on innovative drug companies on the Sci-Tech Innovation Board, tracking 30 representative quality companies, primarily in high-growth biotech, with a 20% limit on price fluctuations to better align with sector volatility [1] Group 3 - Since the "924 market" period, the Sci-Tech Innovation Drug Index has outperformed major Hong Kong innovative drug indices, with the index rising 75% compared to 70% for both the Hong Kong innovative drug index and the Hang Seng Hong Kong Stock Connect innovative drug index during the market rebound from September 24, 2024, to June 30, 2025 [1] - The Sci-Tech Innovation Drug Index may help better share the elasticity of the Sci-Tech Innovation Board when market risk appetite rebounds [1]
20cm速递|科创创新药ETF(589720)涨超1.5%,924行情以来指数跑赢主要港股创新药指数
Mei Ri Jing Ji Xin Wen·2025-08-26 03:34