Core Viewpoint - The pharmaceutical sector shows mixed performance in early trading, with various indices reflecting slight fluctuations in value, indicating a cautious market sentiment towards innovative drugs [1] Group 1: Market Performance - As of midday close, the Hang Seng Hong Kong Stock Connect Innovative Drug Index increased by 0.03%, while the China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index rose by 0.02% [1] - The China Securities Innovative Drug Industry Index decreased by 0.6%, and the China Securities Biotechnology Theme Index fell by 0.5% [1] - The CSI 300 Pharmaceutical and Health Index saw a modest increase of 0.1% [1] - The Hang Seng Innovative Drug ETF (159316) experienced a net inflow of approximately 400 million yuan over the previous four trading days [1] Group 2: Policy Developments - The first version of the commercial insurance innovative drug catalog is set to be officially released on the first weekend of December, with implementation starting on January 1, 2026 [1] - The price negotiation work for this catalog has been successfully completed in conjunction with the 2025 National Medical Insurance Drug Directory negotiation and bidding [1] - This catalog is a significant measure to support the high-quality development of innovative drugs, linking with the medical insurance drug directory and broadening payment channels for innovative drugs, thereby enhancing drug accessibility [1]
首版商保创新药目录即将发布，关注恒生创新药ETF（159316）、创新药ETF易方达（516080）等配置价值
Sou Hu Cai Jing·2025-11-05 05:00