20cm速递丨科创创新药ETF国泰（589720）盘中涨超1%，政策利好或提振板块情绪

Group 1 - The National Healthcare Security Administration released the first version of the "Medical Insurance + Commercial Insurance Dual Directory" on December 7, which may boost investment enthusiasm for innovative drugs in the short term [1] - The innovative drug sector has seen a recent stock price correction, but the long-term logic of the rise of Chinese innovative drugs remains unchanged, suggesting that investment opportunities in innovative drugs, CXO, and upstream life sciences should be emphasized [1] - High-end medical devices may present turning point opportunities, with pharmaceutical equipment benefiting from the overseas pharmaceutical investment upcycle and the recovery of in-hospital procurement driving business growth [1] Group 2 - The Guotai Innovation Drug ETF (589720) tracks the Innovation Drug Index (950161), which had a daily fluctuation of 20%, reflecting the overall performance of listed companies engaged in innovative drug research and related businesses in China [1] - The index includes companies from the biopharmaceutical and chemical pharmaceutical sectors, highlighting the high R&D investment and technological innovation characteristics of the Chinese innovative drug industry [1]