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港股医药股走弱,多只港股医药、港股创新药相关ETF跌超2%
Mei Ri Jing Ji Xin Wen·2025-09-26 02:23

Group 1 - The Hong Kong pharmaceutical stocks have weakened, with companies like BeiGene, Innovent Biologics, WuXi Biologics, and 3SBio experiencing declines of over 3% [1] - Several Hong Kong pharmaceutical and innovative drug-related ETFs have also dropped by more than 2% due to market conditions [1] Group 2 - A brokerage firm indicates that the Chinese innovative drug industry has formed a pyramid structure led by top enterprises, supported by a large number of quality companies, demonstrating strong sustainability [1] - The underlying logic of this cycle is that China's innovative drugs in development possess global competitiveness, with the realization of value shifting from domestic sales to international data and transaction monetization (license out BD) [1] - The commercial space is expanding, and the ecosystem is becoming healthier and more mature, gradually entering a dual-driven phase of products and business models [1]