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刚刚!港股通创新药ETF(520880)场内转为溢价交易,资金逢跌揽筹?
Xin Lang Ji Jin·2025-09-04 06:48

Core Viewpoint - The Hong Kong stock market for innovative drugs is experiencing a low-level operation, but there are signs of increased buying interest, particularly in the Hong Kong Stock Connect Innovative Drug ETF (520880), which has seen significant trading volume and price fluctuations [1][3]. Group 1: Market Performance - As of September 3, 2023, the Hong Kong Stock Connect Innovative Drug ETF (520880) has achieved a year-to-date increase of 118.95%, outperforming other innovative drug indices [4]. - The ETF has attracted nearly 73 million yuan in capital over the past two trading days, indicating strong investor interest [3]. Group 2: Upcoming Events and Opportunities - The 2025 World Lung Cancer Conference (WCLC) is set to take place from September 6 to 9 in Barcelona, where Chinese pharmaceutical companies will showcase their innovative drug developments [3]. - The current market adjustment may present a strategic opportunity for investors to enter the innovative drug sector, especially with the upcoming conference acting as a potential catalyst for recovery [3]. Group 3: Industry Trends - From January to July 2023, the amount of License out (patent authorization) transactions by Chinese innovative drug companies reached nearly 80 billion USD, reflecting a year-on-year growth of over 160% [3]. - The trend of Chinese innovative drug companies expanding internationally is expected to continue, with potential benefits from a favorable global investment environment if a new round of interest rate cuts occurs overseas [3]. Group 4: Index Adjustments - The Hong Kong Stock Connect Innovative Drug ETF (520880) will undergo a revision of its index compilation scheme on September 8, 2023, focusing exclusively on companies engaged in innovative drug research and development [6].