创新药研发利好频出，港股通创新药ETF（520880）逆市冲高2%！机构：“创新+国际化”仍是医药板块主线

Group 1 - The Hong Kong stock market continues to adjust, but the innovative drug sector is experiencing gains, with the Hong Kong Stock Connect Innovative Drug ETF (520880) rising for the fourth consecutive day, up 2% and surpassing the 60-day moving average [1][8] - Major components of the ETF include companies like InnoCare Pharma-B, which rose over 6%, and Hutchison China MediTech, which increased by over 4% [1][8] - The National Medical Products Administration (NMPA) has optimized the review and approval process for innovative drugs, encouraging the application of urgently needed foreign-origin drugs and generics in China [1][10] Group 2 - Recent announcements from innovative drug companies include the acceptance of clinical trial applications for SAL0145 injection by Sinopharm and the approval of the innovative drug Ruilafup α injection by Hengrui Medicine [3][10] - Securities firms are increasingly optimistic about the innovative drug sector, with reports from Pacific Securities, Guotai Junan, and Industrial Securities recommending continued focus on the innovative drug and medical device industry chain [3][10] - The Hong Kong Stock Connect Innovative Drug ETF (520880) tracks the Hang Seng Stock Connect Innovative Drug Select Index, which has three unique advantages: it is purely focused on innovative drugs, has a high concentration of leading companies, and offers better risk control by reducing the weight of less liquid stocks [3][10] Group 3 - The top ten holdings in the Hong Kong Stock Connect Innovative Drug ETF account for over 73% of the total weight, indicating a strong presence of leading companies in the innovative drug sector [4][11] - Notable companies in the ETF include Kangfang Biologics (10.49% weight), BeiGene (10.01%), and CSPC Pharmaceutical Group (9.97%), among others, with a total market capitalization of approximately HKD 11.35 billion [4][11] - For investors looking to reduce volatility while still focusing on innovative drugs, the market offers the only pharmaceutical ETF (562050) that combines innovative drugs with traditional Chinese medicine, providing a more stable investment option [4][12]