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创新药出海量价齐升,备受MNC青睐!港股通创新药ETF(159570)大涨超2%,昨天单日吸金4.46亿元!
Sou Hu Cai Jing·2025-09-03 02:32

Group 1 - The core viewpoint of the news highlights the significant growth and investment interest in the Hong Kong innovative drug ETF (159570), which has seen a continuous net inflow of funds for 32 days, with a record high scale of over 20.6 billion yuan as of September 2 [1][8] - The innovative drug ETF (159570) experienced a notable increase of 2.23% in trading, with a transaction volume surpassing 1 billion yuan [1] - The underlying index of the ETF has shown strong performance, with most constituent stocks, including major pharmaceutical companies, reporting gains of over 5% [3] Group 2 - The report from Zhongyou Securities indicates that the innovative drug business development (BD) transactions are experiencing a surge, with the total transaction volume in 2024 expected to reach 64.08 billion USD, primarily driven by overseas transactions [5] - The number of original innovative drugs in China has reached 3,575, ranking first globally, with over 1,200 innovative drug companies and more than 7,000 projects in the pipeline, positioning China as a significant player in the global pharmaceutical industry [5] - Guojin Securities notes that the pharmaceutical sector is transitioning from generic drugs to innovative drugs, with a strong performance expected from leading pharmaceutical companies and biotech firms [6] Group 3 - The innovative drug sector is entering a harvest period, with a projected revenue growth of nearly 30% for representative biotech companies in the first half of 2025 [6] - The overseas sales of innovative drugs, such as Baiyi Shenzhou's products, have shown remarkable growth, with a 52% increase in the US market and an 81% increase in Europe [6] - The unique positioning of certain drugs, such as Noceren's core product, has led to significant revenue growth, indicating a strong competitive advantage in the market [7]