Group 1 - The core viewpoint is that the recent meeting between the US and China leaders has positively impacted the market sentiment towards innovative drugs, leading to significant gains in related stocks and ETFs [1][2] - The Hang Seng Innovative Drug ETF (159316) saw a net inflow of over 1.7 billion yuan in the past 20 days, indicating a clear trend of bottom-fishing by investors [2] - The Hang Seng Innovative Drug Index, which excludes CXO companies, focuses on core enterprises in the innovative drug industry, providing investors with a convenient tool to invest in leading innovative drug companies in Hong Kong [2] Group 2 - The industry fundamentals indicate that 2025 will be a critical year for Chinese innovative drugs going global, with expected patent licensing transaction amounts exceeding 100 billion USD, a 170% year-on-year increase [1] - China has become a significant contributor to the global innovative drug industry, with the proportion of patents acquired by the US from Chinese companies rising from 5% in 2019 to 24% [1]
恒生创新药ETF(159316)涨4.58%，近20个交易日资金净流入超17亿元
Ge Long Hui·2025-10-31 03:04