ETF盘中资讯|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

Core Viewpoint - The Hong Kong stock market continues to adjust, but the innovative drug sector is experiencing a rally, with the Hong Kong Stock Connect Innovative Drug ETF (520880) rising for the fourth consecutive day, gaining over 2% and surpassing the 60-day moving average [1][3]. Group 1: Market Performance - The Hong Kong Stock Connect Innovative Drug ETF (520880) opened high and rose by 2.02% to a price of 0.555, with a trading volume of 95,100 shares [2]. - Major constituents of the ETF include: - InnoCare Pharma-B (映恩生物-B) up over 6% - Hutchison China MediTech (和黄医药) up over 4% [1][2]. Group 2: Regulatory and Company Developments - The National Medical Products Administration (NMPA) has optimized the review and approval process for innovative drugs, encouraging the application of urgently needed overseas marketed original and generic drugs in China [1][3]. - Recent announcements from innovative drug companies include: - Sinopharm's SAL0145 injection clinical trial application accepted by NMPA [3]. - Hengrui Medicine's approval for its innovative drug Rilapladib injection [3]. Group 3: Investment Sentiment and Recommendations - Recent reports from securities firms such as Pacific Securities, Guotai Junan, and Industrial Securities are bullish on the innovative drug sector, emphasizing the importance of "innovation + internationalization" as a core theme for the pharmaceutical sector by 2026 [3][4]. - The Hong Kong Stock Connect Innovative Drug ETF (520880) tracks the Hang Seng Stock Connect Innovative Drug Select Index, which has three key advantages: 1. Pure and comprehensive coverage of innovative drug R&D companies [4]. 2. High concentration of leading companies, with the top ten innovative drug leaders accounting for over 73% of the index [5]. 3. Controlled risks through forced de-weighting of less liquid constituent stocks [4].