Group 1 - The pharmaceutical and biotechnology industry is experiencing a significant rebound led by innovative drugs, with clear investment opportunities for the next decade in China's innovative drug sector [1] - The Chinese pharmaceutical industry has completed the transition from old to new growth drivers, with innovative industries reaching a scale and traditional pharmaceutical companies successfully transforming their R&D capabilities to rank among the top globally [1] - The aging population is accelerating the demand for chronic diseases such as cardiovascular and endocrine disorders, highlighting the potential of the silver economy [1] Group 2 - The payment side of healthcare is seeing stable growth in medical insurance revenue, and the development of commercial insurance is creating a multi-tiered payment system [1] - AI technology is bringing new development opportunities to the pharmaceutical industry, with a clear trend in innovative drugs and medical devices, and several products entering clinical stages [1] - The pharmaceutical industry is expected to see continued marginal improvement in 2025, with further performance enhancements anticipated in 2026 [1]
生物医药ETF(512290)盘中涨超2%,创新药产业趋势获市场关注
Mei Ri Jing Ji Xin Wen·2025-09-30 18:18