Workflow
港股创新药ETF(513120)收涨2.29% 为全市场规模最大的创新药主题基金
Xin Lang Cai Jing·2025-09-22 12:46

Group 1 - The Hong Kong stock market experienced a pullback, but the innovative drug sector continued to strengthen, with the largest innovative drug ETF (513120) rising by 2.29% and achieving a daily trading volume exceeding 7.1 billion yuan [1] - As of September 21, the ETF's total size surpassed 24.7 billion yuan, making it the largest and most actively traded innovative drug-themed fund in the market, with a year-to-date increase of over 107%, ranking first among its peers [1] - The ETF tracks the CSI Hong Kong Innovative Drug Index, packaging leading companies in the Hong Kong innovative drug industry, with over 70% of the top ten constituent stocks and more than 90% of its holdings in innovative drugs (biologics + chemical drugs) [1] Group 2 - Multiple institutions remain optimistic about the future performance of the innovative drug sector, with Dongwu Securities suggesting that the backdrop of potential interest rate cuts by the Federal Reserve may lead to a recovery in domestic and international financing [2] - Guojin Securities believes that the upward trend in the innovative drug industry will continue, with strategies to introduce pipelines through business development to fill revenue gaps expected to persist [2] - Huaxin Securities indicates that the international expansion of Chinese innovative drugs is a result of continuous innovation and efficiency, predicting short-term volatility but an overall growth trend for the year [2]