短期震荡提供布局窗口？港股通创新药ETF(159570)连续7日“吸金”！机构：三季报出炉，持续看好创新主线！

Group 1 - The Hong Kong Stock Connect Innovation Drug ETF (159570) experienced a slight decline of 0.41% on November 11, with a total trading volume exceeding 1.5 billion yuan, marking a continuous inflow of over 1.5 billion yuan in the last 10 days [1] - As of November 10, the latest scale of the Hong Kong Stock Connect Innovation Drug ETF (159570) surpassed 21.5 billion yuan, maintaining a leading position in terms of scale and liquidity [1] - The ETF has seen a significant increase in its net inflow, with a total of over 1.5 billion yuan in the past 10 days, indicating strong investor interest [1] Group 2 - The innovative drug sector has shown outstanding performance, with listed companies in this sector achieving a total revenue of 8.012 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 23.34% [3] - In Q3 2025, the innovative drug sector's listed companies reported a total revenue of 3.154 billion yuan, reflecting a year-on-year increase of 33.59% and a quarter-on-quarter growth of 23.75% [3] - The net profit attributable to shareholders for the innovative drug sector in Q3 2025 was -1.138 billion yuan, which is a year-on-year narrowing of 22.96% and a quarter-on-quarter narrowing of 26.01% [3] Group 3 - BeiGene has raised its full-year revenue guidance for 2025, now expecting revenue between 36.2 billion yuan and 38.1 billion yuan, driven by significant growth in product revenue and improved operational efficiency [6] - For the first three quarters of 2025, BeiGene reported revenue of 27.595 billion yuan, a year-on-year increase of 44.2%, surpassing the total revenue of 27.21 billion yuan for the entire previous year [6] - The growth in revenue is attributed to the leading position of its product, Brukinsa (Zebutinib), in the U.S. market and its continued expansion in Europe and other key global markets [6] Group 4 - The recent medical insurance negotiations involved 120 domestic and foreign enterprises, with 127 drugs participating in the basic medical insurance drug directory negotiations and 24 drugs in the commercial insurance innovative drug directory price negotiations [7] - The results of the medical insurance negotiations are expected to be announced in early December, with the new drug directory set to be implemented on January 1, 2026 [7] - This year marks the first introduction of an innovative drug directory, with a new price negotiation mechanism that facilitates coordination between pharmaceutical companies and commercial insurance [8]