Core Viewpoint - The innovative drug sector is experiencing a strong rebound, with the Kexin Innovative Drug ETF (589720) rising over 3%, and a net inflow of over 270 million yuan in the past 10 days [1]. Group 1: Market Performance - The Kexin Innovative Drug ETF (589720) focuses on innovative drug companies listed on the Sci-Tech Innovation Board, tracking 30 representative high-quality companies [1]. - The ETF is primarily composed of high-growth biotech firms, with a 20% limit on price fluctuations, making it more aligned with sector volatility [1]. Group 2: Future Outlook - Dongwu Securities projects that innovative drugs will remain the main investment theme through 2026 due to several factors, including the international competitiveness of innovative drugs, explosive growth in business development (BD) overseas, significant market capitalization potential, and a transition to profitability [1]. - Key focus areas for innovative drugs include the next generation of ADC+2.0 IO and small nucleic acids [1].
创新药主线行情归来？科创创新药ETF（589720）涨超3%
Mei Ri Jing Ji Xin Wen·2025-11-13 05:32