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11月多款创新药获批港股创新药ETF基金红盘震荡
Xin Lang Cai Jing·2025-11-12 10:56

Group 1 - The National Medical Products Administration of China has approved 2 innovative drugs and 2 innovative medical devices for market entry since November, indicating a shift from being a "technology follower" to a "technology leader" with 4,804 innovative drugs in the pipeline, ranking second globally [1] - In 2025, negotiations for the national basic medical insurance drug catalog and commercial insurance innovative drug catalog pricing have been completed, with 120 companies participating, including 127 drugs for basic medical insurance and 24 for commercial insurance [1] Group 2 - The Hong Kong innovative drug ETF (SH520700) has shown a 2.13% increase, reflecting a clear trend of innovation going global, with ongoing benefits from drug review reforms and supportive policies [2] - The Chinese innovative drug industry has entered its 2.0 era, transitioning from "importing and imitating" to "innovative output," with various forms of internationalization such as license out and new co [2] - The ETF tracks the CSI Hong Kong Stock Connect Innovative Drug Index, which includes leading companies like BeiGene, Innovent Biologics, and WuXi AppTec, focusing on innovative drug development, production, and services in the Hong Kong market [2]