Group 1 - The Hong Kong innovative drug sector opened high today, with companies like 3SBio and InnoCare rising by 6%, and CSPC Pharmaceutical and Rongchang Bio increasing by 5%, contributing to a 3.27% rise in the Hong Kong Stock Connect Innovative Drug ETF (159297), which also saw a net subscription of 16 million shares, marking three consecutive days of gains [1][2] - CSPC Pharmaceutical's ActRIIA/B antibody JMT206 injection clinical trial application was approved for obesity treatment, and its self-developed chemical class 1 new drug SYH2061 injection received FDA approval for clinical trials. The company's executive chairman, Cai Dongchen, has increased his holdings by a total of 44.87 million shares in the past month [2] - The Federal Reserve's interest rate cut expectations have risen significantly, with a December rate cut probability now at 80% [2] Group 2 - There has been a significant increase in demand for flu-related medications, testing, and online consultations, with Meituan's platform reporting over a 100% increase in orders for specific flu medications since November. Alibaba Health's platform noted a more than 500% week-on-week increase in the number of buyers for antiviral flu medications in the last two weeks [2] - The Hong Kong Stock Connect Innovative Drug ETF (159297) recently underwent a major update, removing CXO companies to enhance the purity of innovative drugs to 100%. The frequency of sample adjustments has increased from semi-annual to quarterly, allowing for faster updates of constituent stocks [2] - Since its launch on September 22, the ETF has added 1.2 billion shares, achieving a growth rate of 295.26%, with a total management and custody fee rate of 0.2%, making it one of the lowest-cost options in its category, and it allows T+0 trading without QDII quota restrictions [3]
费率最低的港股通创新药ETF南方(159297)涨超3%,冲击三连阳
Ge Long Hui·2025-11-26 02:32