20cm速递丨科创创新药ETF国泰（589720）领涨超1.6%，2025年医保及首版商保目录公布

Group 1 - The 2025 Innovative Drug High-Quality Development Conference was held in Guangzhou on December 7, announcing the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog, along with the first edition of the Commercial Health Insurance Innovative Drug Catalog [1] - The adjustment of the National Drug Catalog is the 8th since the establishment of the National Medical Insurance Administration, adding 114 new drugs, including 50 Class 1 innovative drugs [1] - The first edition of the commercial health insurance innovative drug catalog includes 19 drugs, featuring CAR-T cancer treatment drugs and Alzheimer's disease treatment drugs, indicating a sustained rise in innovative drugs from the perspectives of business development, commercialization, and policy [1] Group 2 - The Guotai Innovative Drug ETF (589720) focuses on innovative drug companies listed on the Sci-Tech Innovation Board, tracking an index of 30 representative high-quality companies, primarily in high-growth biotech [1] - From September 24, 2024, to October 31, 2025, during the market rebound, the Sci-Tech Innovative Drug Index and the Hang Seng Hong Kong Stock Connect Innovative Drug Index increased by 143.70% and 135.34% respectively, suggesting that the Sci-Tech Innovative Drug Index may better capture the elasticity of the Sci-Tech Innovation Board when market risk appetite recovers [1]