首版商保创新药目录拟下月发布！恒生创新药ETF（520500）高创新纯度含量引关注

Group 1 - The innovative drug sector has regained investor attention since the inclusion of innovative drugs in medical insurance negotiations, with significant capital inflow into the Hang Seng Innovative Drug ETF (520500) totaling 214 million yuan over four consecutive trading days [1] - The first version of the commercial insurance innovative drug catalog is set to be officially released on the first weekend of December 2025, with implementation starting on January 1, 2026 [1] - The National Healthcare Security Administration's announcement on November 4, 2025, regarding the successful conclusion of drug price negotiations has significantly boosted market confidence, potentially enhancing the payment landscape for high-value innovative drugs [1] Group 2 - The "Creating the Future: International Lung Cancer Frontier and Innovation Forum" held in Shanghai on November 2, 2025, gathered top lung cancer experts from multiple countries to address key challenges in lung cancer treatment, which may further promote the integration and development of innovative drug technologies [2] - The Hang Seng Innovative Drug ETF (520500) is currently the only ETF tracking the Hang Seng Innovative Drug Index, which includes companies involved in the research, development, and production of innovative drugs, emphasizing strong R&D capabilities [2] - The establishment of the commercial insurance innovative drug catalog is expected to provide a more flexible market access pathway for high-value innovative drugs, opening up market demand channels [2]