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ETF涨幅榜第一!创新药重回主线!高弹性港股通创新药ETF(520880)大涨3.55%强势领涨
Mei Ri Jing Ji Xin Wen·2025-09-02 02:46

Group 1 - The core viewpoint is that the Hong Kong stock market's innovative drug sector is experiencing significant growth, with the Hong Kong Stock Connect Innovative Drug ETF (520880) leading the market with a 3.55% increase, marking three consecutive days of gains [1] - The National Healthcare Security Administration announced the preliminary review list for the 2025 medical insurance and commercial insurance innovative drug directory, featuring new drugs including CAR-T products and several "first and only" global products [1] - Many leading innovative drug companies have reported positive half-year results, indicating a trend towards profitability in the industry after years of high R&D investment [1] Group 2 - The Hong Kong Stock Connect Innovative Drug ETF (520880) has shown outstanding performance this year, with a cumulative increase of 115.29%, leading other innovative drug indices [2] - The Hang Seng Index has revised the index compilation scheme for the Hang Seng Hong Kong Stock Connect Innovative Drug Select Index, focusing solely on innovative drug R&D companies and excluding CXO companies, which enhances the index's purity [2] - The growth logic for innovative drugs this year is attributed to the maturation of domestic innovative drug pipelines and comprehensive policy support for the industry, which protects profit margins for innovative drug companies [2]