BIOKIN PHARMACEUTICAL(SH:688506) Sou Hu Cai Jing·2025-11-07 06:28Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board's innovative drug index has decreased by 2.09% as of November 7, 2025, with mixed performance among constituent stocks [1] - The Huatai-PineBridge Sci-Tech Innovation Drug ETF has seen a recent increase in scale and shares, reaching a new high of 510 million yuan and 587 million shares respectively [3][4] - The ETF has experienced continuous net inflows over the past eight days, totaling 157 million yuan, with a peak single-day inflow of 45.58 million yuan [4] Market Performance - The ETF's trading volume was active, with a turnover rate of 11.02% and a transaction value of 55.6 million yuan [1] - Over the past week, the ETF has recorded a cumulative increase of 1.87%, ranking in the top half among comparable funds [1] Policy and Industry Support - The National Healthcare Security Administration has initiated a pilot program for intelligent review processes in medical insurance, integrating AI technology [5] - The Chongqing Municipal Government has issued measures to support the high-quality development of innovative drugs, aiming for 1 to 3 new drug approvals annually by 2027 [5] Investment Outlook - Analysts from China Galaxy Securities highlight a structural recovery trend in the pharmaceutical sector, with optimism for continued investment in innovative drugs and a potential revival in financing [5] - Guotai Junan Securities emphasizes that the main investment opportunities in the pharmaceutical sector for 2025-2026 will be in innovative drugs, particularly in areas addressing unmet clinical needs [6]