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港股医药板块企稳回升,港股创新药ETF(159567)早盘涨超1%
Mei Ri Jing Ji Xin Wen·2025-09-05 02:18

Core Viewpoint - The Hong Kong pharmaceutical sector is stabilizing and rebounding, with the National Index for Hong Kong Innovative Drugs rising over 2% as of September 5th [1] Group 1: Market Performance - The Hong Kong Innovative Drug ETF (159567) saw an increase of approximately 1.24% by 9:53 AM, with a trading volume nearing 300 million [1] - Leading stocks in the sector include Sanofi, Ascentage Pharma, and United Laboratories, while Lepu Medical and BeiGene experienced declines [1] Group 2: Industry Developments - The first half of the year has been positive for the Hong Kong biopharmaceutical sector, with several listed companies entering a harvest phase in their R&D efforts, contributing to performance growth [1] - Guoyuan Securities noted that China's innovative drugs are entering a phase of realization, with significant R&D progress expected to drive the sector's performance in the second half of the year [1] Group 3: Investment Opportunities - Institutions suggest that the main line of innovative drugs and the reversal of left-side sector challenges remain the biggest investment opportunities for the pharmaceutical sector through 2025 [1] - The Hong Kong Innovative Drug ETF (159567) tracks the National Index for Hong Kong Innovative Drugs, primarily focusing on biopharmaceuticals and chemical pharmaceuticals, with 9 out of the top 10 constituent stocks being biotech companies involved in core innovative drug technologies [1] - Investors can also utilize linked funds (Class A: 023929, Class C: 023930) to capitalize on industry development opportunities [1]