Group 1 - The A-share market experienced a collective rise on the first trading day of 2026, with significant gains in sectors such as medical services and CRO [1] - The Hong Kong Innovation Drug Index surged by 3.86%, with notable individual stock performances including Zhaoyan New Drug up 11.32% and Tigermed up 7.07% [1] - The Hong Kong Innovation Drug 50 ETF saw a 5.30% increase, with a cumulative rise of 67.18% over the past year as of December 31, 2025 [1] Group 2 - In 2025, China approved 76 innovative drugs for market entry, significantly surpassing the 48 approved in 2024, marking a historical high [1] - The total value of innovative drug licensing transactions in China exceeded $130 billion in 2025, with over 150 transactions, also a record high [1] - Open Source Securities highlighted the emergence of multiple doubling stocks in various pharmaceutical segments driven by innovation, particularly in chemical preparations, biological products, and CXO sectors [2] Group 3 - The Hong Kong Innovation Drug 50 ETF tracks the Hong Kong Innovation Drug Index, which has a current P/E ratio of 31.23, indicating it is at a historical low compared to the past three years [2] - The index includes leading companies such as WuXi Biologics and Innovent Biologics, with nearly 90% weight in biological products and chemical pharmaceuticals, facilitating efficient investment in the high-volatility Hong Kong innovation drug sector [2] - The fund has established off-market connection funds for investors to maintain focus on the sector [2]
2025年我国已批准上市创新药数量创历史新高,港股创新药50ETF(513780)盘中涨超5%
Xin Lang Cai Jing·2026-01-05 03:05