行业ETF风向标丨医药产业链ETF成交显著放量，多只创新药ETF半日涨幅超2%

Core Insights - The Chinese innovative pharmaceutical sector is experiencing significant trading activity, with the Hong Kong Innovative Drug ETF (513120) achieving a half-day trading volume of 34.72 million shares and a transaction value of 4.765 billion yuan [1][2] - The overall market for ETFs related to pharmaceuticals and healthcare is also active, with multiple ETFs exceeding 10 million shares in trading volume [1][2] - The innovative drug sector is poised for growth, driven by established companies like Hengrui Medicine and rising firms such as Bai Li Tianheng and Keren Botai, which are gaining global recognition [3][4] ETF Performance - The Hong Kong Innovative Drug ETF (513120) saw a price increase of 1.4% to 1.38 yuan, with a trading volume of 34.72 million shares and a transaction value of 4.765 billion yuan [2] - Other ETFs in the healthcare sector, such as the Medical ETF (512010) and Healthcare ETF (512170), also reported significant trading volumes exceeding 10 million shares [1][2] - The Innovative Drug ETF (515120) recorded a 2.4% increase, with a total of 8.693 billion shares and a half-day transaction value of 200 million yuan [4] Market Trends - The innovative drug industry in China is becoming a key source of innovation for multinational corporations, with medical equipment and supply chains gaining prominence in global markets [3] - Upcoming events such as ESMO, BD, and medical insurance negotiations are expected to catalyze a rebound in the innovative drug sector [3] - The China Innovative Drug Industry Index, which tracks companies involved in innovative drug development, includes major players like WuXi AppTec and Hengrui Medicine, reflecting a high level of R&D investment compared to the market average [4][5]