医保谈判 +商保目录双引擎启动，港股创新药ETF(513120)年内获超92亿元资金抢筹

Group 1 - The core viewpoint of the news highlights the positive market response to innovative drug companies in Hong Kong, with notable stock increases for companies like Kangfang Biotech and Innovent Biologics, driven by the initiation of the 2025 National Medical Insurance negotiations [1] - The 2025 National Medical Insurance negotiations began on October 30, expected to last 4-5 days, focusing first on basic medical insurance and then on commercial insurance for innovative drugs [1] - A total of 535 drug names passed the formal review for the basic medical insurance directory, with 311 outside the directory and 224 within it, while 121 drug names were reviewed for the commercial insurance innovative drug directory [1] Group 2 - The Hong Kong innovative drug ETF (513120) has seen over 1 billion yuan in net inflows in the past 10 days, with a total net inflow of over 9.218 billion yuan year-to-date, reaching a latest scale of 23.468 billion yuan [2] - The ETF focuses on high-quality biotech companies in the Hong Kong market, covering sectors such as innovative drugs, gene therapy, and cutting-edge biotechnology, with a combined weight of 88.9% in biopharmaceuticals and chemical pharmaceuticals [2] - The ETF includes major stocks like Innovent Biologics, BeiGene, and Kangfang Biotech, providing a convenient and efficient investment tool for investors with T+0 trading support [2]