Group 1 - The core viewpoint is that the Hong Kong pharmaceutical sector is experiencing a strong performance driven by innovative drug concepts, with the Hong Kong pharmaceutical ETF rising by 2.93% and nearly 88% year-to-date [1] - Major stocks such as MicroPort Medical (00853) and Innovent Biologics (01801) saw significant increases of 13.13% and 6.97% respectively, indicating strong investor interest [1] - The mid-year performance disclosures of pharmaceutical companies show that CRO/CMO, biopharmaceutical upstream, medical services, and home medical devices sectors have high growth rates in net profit [1] Group 2 - Recent volatility in innovative drugs is attributed to funding reasons, with most pharmaceutical companies' mid-year reports meeting expectations, while generic drug companies face pressure [2] - The upcoming key academic conferences and strong catalysts for individual stocks are expected to drive a new wave of growth in innovative drugs in September [2] - The Hong Kong pharmaceutical ETF focuses on 18A biotech companies, benefiting from global innovative drug development trends, with policy support and market dynamics driving valuation reconstruction [2]
创新药向上的产业趋势不变,港股医药ETF(159718.SZ)现涨近3%
Sou Hu Cai Jing·2025-09-01 03:29