Group 1 - The three major indices opened lower on December 9, with the Hang Seng Shanghai Shenzhen Hong Kong Innovative Drug Selected 50 Index (HSSSHID.HK) rising over 1%, driven by significant gains in stocks like Zhaoyan New Drug and WuXi AppTec, which both increased by over 10% [1] - The Tianhong Innovative Drug ETF (517380) showed strength with a real-time premium rate of 0.17%, and it recorded a net inflow of 15.58 million yuan on the previous trading day, marking eight consecutive days of net inflows totaling 113 million yuan [1] - The new National Medical Insurance Drug List, effective from January 1, 2026, adds 114 new drugs, including 50 Class 1 innovative drugs, while removing 29 drugs that are either not clinically available or can be replaced by better alternatives, increasing the total number of drugs in the list to 3,253 [1] Group 2 - The Tianhong Innovative Drug ETF tracks the Hang Seng Hong Kong-Shenzhen Innovative Drug Selected 50 Index, covering the entire industry chain from preclinical research to commercialization, allowing for investment in both A-share and Hong Kong stocks in innovative drugs and CXO leading enterprises [2] - CITIC Securities believes that the success rate of national medical insurance negotiations is at a record high, and the commercial insurance directory is expected to become an important growth driver, with policies encouraging the development of innovative drugs [2] - The international competitiveness of China's innovative drug pipeline continues to improve, with ongoing upgrades in overseas expansion models and new technologies driving rapid industry development [2]
2025年医保商保“双目录”公布，创新药ETF天弘（517380）连续8日获资金净流入，机构：商保目录有望成为重要增量
2 1 Shi Ji Jing Ji Bao Dao·2025-12-09 02:19