Group 1: Market Performance - The pharmaceutical sector experienced a collective rise this week, with innovative drugs and biotechnology sectors leading the gains [1] - The Hang Seng Hong Kong Stock Connect Innovative Drug Index increased by 5.7%, while the CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index rose by 3.9% [1][3] - Other indices also showed positive performance, including the CSI Innovative Drug Industry Index up by 2.5%, the CSI Biotechnology Theme Index up by 2.3%, and the CSI 300 Pharmaceutical and Health Index up by 1.3% [1][3] Group 2: Industry Outlook - CITIC Securities indicates that the Chinese pharmaceutical industry has entered a critical phase of "innovation realization + global layout," supported by population and domestic demand, as well as comprehensive manufacturing capabilities [1] - Companies are actively exploring diversified overseas paths, with a focus on innovation commercialization, global breakthroughs, policy optimization, and opportunities from industry mergers and acquisitions by 2026 [1]
医药板块本周集体上行，关注恒生创新药ETF（159316）、医药ETF（512010）等配置价值
Sou Hu Cai Jing·2025-11-28 10:41