20cm速递|科创创新药ETF国泰（589720）回调超3%，集采规则优化与出海趋势引关注

Group 1 - The article highlights three major changes in the drug procurement process: higher quality control requirements for bidding companies, optimized reporting methods for medical institutions, and revised selection rules to stabilize price expectations while balancing patient burden, clinical needs, and corporate development [1] - The article mentions that the current procurement rules are continuously optimized, and innovative drugs receive full-chain policy support, maintaining an overall "leading the market" rating for the industry [1] - The article discusses the performance of the Science and Technology Innovation Drug ETF, which focuses on innovative drug companies on the Science and Technology Innovation Board, tracking 30 representative high-quality companies [1] Group 2 - The article provides performance data showing that since the "924 market," the Science and Technology Innovation Drug Index has outperformed major Hong Kong innovative drug indices, with respective gains of 126.7%, 123.8%, and 112.7% during the market rebound period from September 24, 2024, to September 16, 2025 [1]