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资金逢跌买入，港股创新药ETF(513120)最新融资买入7.61亿元，多因素利好有望催化板块回暖
Xin Lang Cai Jing·2025-08-28 07:21

Group 1: Domestic Innovative Drugs - The clinical trial HARMONi-A for AK112, a core product of Kangfang Biotech, shows statistically significant overall survival (OS) benefits for second-line EGFR mutation non-small cell lung cancer (2L EGFRm NSCLC) [1] - AK112 has initiated 13 registrational/Phase III clinical studies globally, covering multiple high-incidence cancers such as lung cancer, cholangiocarcinoma, and triple-negative breast cancer, indicating its broad clinical potential [1] - Over 40 Chinese studies have been selected for presentation at the 2025 World Lung Cancer Conference (WCLC) in Barcelona, highlighting the increasing international recognition of domestic research [1] Group 2: Industry Performance - Fosun Pharma reported a revenue of 19.514 billion RMB and a net profit of 1.702 billion RMB for the first half of 2025, with innovative drug revenue exceeding 4.3 billion RMB, a year-on-year increase of 14.26% [2] - The operating cash flow for Fosun Pharma reached 2.134 billion RMB, up 11.90% year-on-year, while the company continues to optimize its asset structure by disposing of non-core assets totaling over 2 billion RMB since the beginning of 2025 [2] - As of August 28, 2025, the Hong Kong Innovation Drug Index fell by 2.17%, but the Hong Kong Innovation Drug ETF saw a 5.62% increase over the past month, with the top ten weighted stocks accounting for 70.59% of the index [2] Group 3: Financing and Market Trends - As of August 27, 2025, the latest financing buy-in for the Hong Kong Innovation Drug ETF was 761 million RMB, with a net inflow of 191 million RMB [3] - The global pharmaceutical transaction volume reached 456 deals in the first half of 2025, a 32% year-on-year increase, with a total transaction value of 130.4 billion USD, up 58% year-on-year, indicating growing recognition of Chinese enterprises in global innovative drugs [3] - The approval time for innovative drug clinical trials has been shortened to 30 working days, further promoting industry recovery [3]