Market Performance - The three major A-share indices collectively strengthened, with the Shanghai Composite Index reaching a ten-year high, closing up 0.73% at 4029.50 points [1] - The Shenzhen Component Index rose 1.78% to 13476.52 points, while the ChiNext Index increased by 2.55% to 3201.75 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2042 billion, an increase of 96.9 billion compared to the previous day [1] Sector Performance - Almost all industry sectors saw gains, with notable increases in energy metals, batteries, fertilizers, precious metals, power equipment, non-metallic materials, and chemical products [1] - The lithium battery industry chain experienced a surge, driving the collective rise of the new energy sector, with the New Energy Vehicle ETF (159806) up 6.20% and the ChiNext New Energy ETF (159387) up 4.78% [1][3] Lithium Battery and Energy Storage - The demand for lithium batteries is being driven by energy storage, with lithium carbonate futures prices rising by 20% from October 14 to November 10 [3] - Major lithium iron phosphate manufacturers are operating at full or even over capacity, indicating strong production activity [3] - The energy storage sector is expected to enter a new cycle driven by global energy transition, with a projected 50% growth in energy storage demand by 2026 [2] Innovation in Pharmaceuticals - The innovative drug sector in China is experiencing growth, with revenue reaching 48.56 billion yuan in the first three quarters of 2025, a year-on-year increase of 21.41% [5] - The number of approved innovative drugs has been increasing, with 210 innovative drugs and 269 innovative medical devices approved during the 14th Five-Year Plan period [4] - The global market is increasingly recognizing Chinese innovative drugs, with total licensing amounts nearing 66 billion USD in the first half of 2025 [4]
ETF日报：经过了两个月左右的调整，创新药板块再度来到适宜的“击球区”，可关注科创创新药ETF
Xin Lang Ji Jin·2025-11-13 12:16