20cm速递|科创创新药ETF国泰（589720）领涨超5.7%，创新药板块事件催化不断

Group 1 - The core viewpoint highlights the continuous catalysis in the innovative drug sector, particularly with the announcement from Elon Musk that Neuralink will start large-scale production of brain-machine interface devices in 2026, transitioning to fully automated surgical processes [1] - The first national standard for brain-machine interface medical devices in China will be implemented on January 1, 2026, laying the foundation for the standardized development of the industry [1] - The market sentiment is further catalyzed by the upcoming listing of Rebio Biotech on the Hong Kong stock market, enhancing the interest in small nucleic acid drugs that regulate pathological processes at the genetic level [1] Group 2 - Zai Lab has reached a strategic cooperation with AbbVie regarding ZG006, with an upfront payment of $100 million and a total transaction value potentially reaching $1.075 billion plus sales sharing, indicating the global value recognition of the product by multinational corporations [1] - According to Founder Securities, core assets in innovative drugs are expected to continue rising, with new opportunities emerging in small nucleic acids and in vivo CAR technologies, reflecting a long-term industry trend [1] - The innovative drug business development is seen as a value realization for China's innovative drug capabilities on the global stage, with authorized core assets expected to continue realizing value as clinical progress advances [1] Group 3 - The Guotai Innovation Drug ETF (589720) focuses on innovative drug companies on the Sci-Tech Innovation Board, tracking a representative index of 30 high-quality companies, primarily in high-growth biotech [2] - During the market rebound period from September 24, 2024, to October 31, 2025, the Sci-Tech Innovation Drug Index and the Hang Seng Hong Kong Stock Connect Innovation Drug Index recorded gains of 143.70% and 135.34% respectively, suggesting that the Sci-Tech Innovation Drug Index may help share the resilience of the Sci-Tech Innovation Board when market risk appetite increases [2]