ETF盘中资讯|久违爆发！港股通创新药ETF（520880）急速飙升4%！国家药监局：2025年我国创新药对外授权超1300亿美元

Core Viewpoint - The Hong Kong Stock Connect Innovative Drug ETF (520880) has shown significant upward movement, with a peak increase of over 4% and a trading volume exceeding 258 million yuan, surpassing the previous day's total [1]. Group 1: Market Performance - The ETF opened at 0.516, experiencing a rise of 0.018 (3.61%) during trading [1]. - The trading volume reached 2.58 billion yuan, indicating strong market interest [1]. - The ETF has seen a decline of 7.53% over the past 20 days and 17.04% over the past 60 days, reflecting recent market volatility [1]. Group 2: Industry Insights - The National Medical Products Administration reported that 76 innovative drugs were approved for market in China by 2025, significantly exceeding the 48 approved in 2024, marking a historical high [1]. - The total transaction value for innovative drug licensing in 2025 is projected to exceed 130 billion USD, with over 150 licensing transactions, also a record high [1]. Group 3: Investment Strategy - Analysts from Zhongyou Securities suggest that the maturity of clinical data will be a key driver for the innovative drug market in 2026, with business development (BD) becoming a necessary outcome of enhanced competitiveness for domestic new drugs [2]. - The current period is viewed as an optimal configuration window for the Hong Kong Stock Connect innovative drug sector, following a three-month adjustment that began in September 2025 [2]. - The Hong Kong Stock Connect Innovative Drug ETF (520880) tracks the Hang Seng Hong Kong Stock Connect Innovative Drug Select Index, which has unique advantages, including a focus on pure innovative drug companies and a high concentration of leading firms [2][4]. Group 4: ETF Composition - The top ten holdings in the ETF account for over 72% of its weight, showcasing the dominance of leading innovative drug companies [4]. - Notable companies within the ETF include BeiGene (11.51% weight), Innovent Biologics (10.19%), and China National Pharmaceutical Group (9.47%) [4]. Group 5: Alternative Investment Options - For investors seeking to mitigate volatility while still focusing on innovative drugs, the market offers the only ETF (562050) that combines innovative drugs with traditional Chinese medicine, providing a balanced approach [4].