Group 1 - The Hong Kong Stock Connect innovative drug sector experienced a decline, with the Hong Kong Stock Connect Innovative Drug ETF (520880) dropping over 3% and trading volume exceeding 1 billion yuan [1] - The ETF attracted over 75 million yuan in a single day, totaling more than 1.23 billion yuan in inflows over the past four days [1] - The recent ESMO 2025 conference revealed positive data for several core projects of Chinese innovative drugs, and a record-breaking global strategic cooperation deal worth 11.4 billion USD was announced between Innovent Biologics and Takeda Pharmaceutical [2][3] Group 2 - The top ten weighted stocks in the Hong Kong Stock Connect Innovative Drug ETF include companies like BeiGene, China Biologic Products, and Innovent Biologics, with significant market capitalizations [3] - The innovative drug sector is expected to benefit from interest rate cuts, with a positive outlook for performance and a busy period for business development (BD) deals towards the end of the year [3] - Among the 37 constituent stocks, only one, CSPC Pharmaceutical Group, saw a slight increase, while others like Rongchang Biopharmaceutical and Kelun-Bio experienced significant declines [5]
港股通创新药继续下探，520880跌超3%延续高溢价！机构：BD密集期将至，10月下旬或为重要布局时点
Xin Lang Ji Jin·2025-10-23 02:36