港股创新药板块反弹,恒生医药ETF涨2.8%,港股央企红利ETF9月26日起涨超11%
Xin Lang Cai Jing·2025-11-12 02:24

Group 1 - The Hong Kong innovative drug sector experienced a strong performance, with companies like 3SBio and BeiGene rising by 6%, and others like InnoCare and CanSino Biologics increasing by 4.36% and 3.72% respectively, contributing to a 2% rise in the Hang Seng Pharmaceutical ETF [1] - BeiGene reported a total revenue of $1.4 billion for Q3, marking a 41% year-on-year increase and achieving a historical high for the same period, with a GAAP net profit of $125 million, reversing previous losses [1] - The negotiation for the 2025 National Basic Medical Insurance Drug List and the pricing discussions for innovative drugs in commercial insurance were completed last week, with expectations of active business development transactions in November and December, coinciding with major industry conferences [1] Group 2 - The Hong Kong Central Enterprise Dividend ETF saw a rise of over 1%, accumulating an 11% increase since September 26, indicating renewed investor interest in high-dividend assets as year-end approaches [1] - The Central Enterprise Dividend ETF includes major stocks such as COSCO Shipping Holdings, Orient Overseas International, CITIC Bank, China Construction Bank, China National Offshore Oil Corporation, and PetroChina [2] - The Hang Seng Pharmaceutical ETF, representing the global pharmaceutical industry chain, increased by 2.85%, with top-weighted stocks including BeiGene, WuXi Biologics, InnoCare, China National Pharmaceutical Group, and 3SBio [2]