Group 1 - The core viewpoint of the news highlights a significant increase in the biopharmaceutical sector within the Hong Kong stock market, with the innovative drug ETF (159567) rising by 5.21% and achieving a trading volume exceeding 1.3 billion HKD [1] - The NextPharma database indicates that by December 31, 2025, the total transaction amount for China's innovative drug business development (BD) overseas authorization is projected to reach 135.655 billion USD (approximately 948.3 billion RMB), with an upfront payment of 7 billion USD and a total of 157 transactions, marking a historical high compared to 51.9 billion USD and 94 transactions in 2024 [1] - Southwest Securities predicts that the innovative drug sector will experience a surge starting in May 2025, driven by the 1.25 billion USD upfront payment for PD1/VEGR dual antibodies, leading to a bullish market for innovative drugs [1] Group 2 - The Hong Kong innovative drug ETF (159567) closely tracks the National Index for Hong Kong Stock Connect Innovative Drugs, featuring leading stocks such as BeiGene, Innovent Biologics, and 3SBio, with a notable inclusion of several AI-driven pharmaceutical leaders, indicating a high proportion of innovative drug companies [2] - The ETF is expected to exhibit high elasticity as the market for AI-enabled innovative drugs gains momentum [2]
港股创新药ETF（159567）涨超5%，2025年中国创新药商务拓展（BD）出海授权达到了历史新高！
Jin Rong Jie·2026-01-05 06:02