Group 1 - The core viewpoint is that the trend of Chinese innovative drugs going global is irreversible, with a significant increase in global pharmaceutical transactions and upfront payments [1] - In the first half of 2025, the ADC (antibody-drug conjugate) sector is expected to perform well, with notable advancements from companies like Junshi Biosciences and Baillie Gifford [1] - Domestic companies have mastered the technology for small nucleic acid drugs and are advancing overseas development, exemplified by the collaboration between Wobang Pharmaceutical and Novartis [1] Group 2 - The performance of the Science and Technology Innovation Drug Index has outperformed major Hong Kong innovative drug indices since the "924 market" rally, indicating strong market resilience [2] - During the market rebound from September 24, 2024, to September 16, 2025, the respective growth rates of the Science and Technology Innovation Drug Index, Hong Kong Innovative Drug Index, and Hang Seng Hong Kong Stock Connect Innovative Drug Index were 126.7%, 123.8%, and 112.7% [2] - The Science and Technology Innovation Drug ETF focuses on innovative drug companies in the STAR Market, tracking a representative index of 30 high-quality companies [1]
20cm速递丨科创创新药ETF（589720）盘中涨超3%，去年“924行情”以来跑赢主要港股创新药指数，机构：中国创新药出海产业趋势不可逆转
Mei Ri Jing Ji Xin Wen·2025-09-18 03:40