Core Viewpoint - The Hong Kong innovative drug sector is showing resilience, with the Hang Seng Innovative Drug Index rising by 1.6% and significant trading activity in the Hang Seng Innovative Drug ETF, indicating strong investor interest and growth potential in this segment [1] Industry Performance - The innovative drug companies in Hong Kong reported rapid revenue growth in the first half of the year, with BeiGene achieving revenue of 17.52 billion, a year-on-year increase of 46.0%; Innovent Biologics reaching 6.19 billion, up 45.6%; and CanSino Biologics reporting 1.41 billion, a growth of 32.6% [1] - The performance of the innovative drug sector is driven by successful overseas collaborations, positive clinical data releases, and supportive policies, positioning it as a high-growth segment within the market [1] Market Dynamics - The recent adjustment of the Hang Seng Innovative Drug Index, which now excludes contract research organizations (CROs), enhances its purity and accuracy in reflecting the performance of innovative drug companies in China [1] - The Hang Seng Innovative Drug ETF is currently the only product tracking this adjusted index, providing investors with a targeted opportunity to capitalize on the growth of the innovative drug industry [1]
港股创新药板块逆势走强,恒生创新药ETF(159316)交投活跃,盘中成交额超6亿元
Sou Hu Cai Jing·2025-09-03 06:16