ETF盘中资讯 | 医保、商保“双目录”发布！资金迅速行动，高纯度港股通创新药ETF（520880）宽幅溢价，机构：创新药跨年行情可期

Group 1 - The core viewpoint of the news highlights the ongoing volatility in the innovative drug sector, with a mixed performance among individual stocks, while some companies like Kangzhe Pharmaceutical and Green Leaf Pharmaceutical show resilience with over 1% gains [1] - The recent release of the "dual directory" for medical insurance and commercial insurance includes 114 new drugs for the national medical insurance drug list by 2025, with 50 being class 1 innovative drugs, indicating a sustained bullish trend for innovative drugs [3] - CITIC Construction Investment Securities notes that China's pharmaceutical industry has entered a critical phase of "innovation realization + global layout," supported by population and domestic demand, with innovative drugs expected to be a major upward trend into 2026 [3] Group 2 - The Hong Kong Stock Connect Innovative Drug ETF (520880) has over 70% of its portfolio invested in leading innovative drug stocks, reflecting strong buying sentiment despite a slight decline in its market price [1][3] - The top ten holdings of the ETF account for 72.57% of its total weight, showcasing the dominance of leading companies in the innovative drug sector [3] - The ETF has a total market value of HKD 12.873 billion, with a daily average trading volume of HKD 4.58 billion since its inception, making it the largest and most liquid ETF tracking the same index [3]