聚焦沪港深龙头药企，创新药ETF天弘(517380)标的指数盘中涨超4%，跑赢港股通创新药指数，连续5日“吸金”超2亿

Group 1 - The CRO and innovative drug sectors are experiencing strong gains, with Rongchang Biopharma A-shares rising by 17%, H-shares by 9%, WuXi AppTec by 7.9%, and 3SBio by 7.2%, leading to a 3.5% increase in the Tianhong Innovative Drug ETF, outperforming the Hong Kong Stock Connect innovative drug index (2.25%) and the Hong Kong innovative drug index (0.18%) [1] - The Tianhong Innovative Drug ETF (517380) is the only ETF tracking the Hang Seng-Hushen-Hong Kong innovative drug selected 50 index, comprising 50 actively traded innovative drug and CXO companies with high R&D investment [1] - The ETF has seen a net inflow of 207 million yuan over the past five days, indicating strong investor interest [1] Group 2 - The 44th JPMorgan Global Healthcare Conference is set to take place on January 12, featuring over 20 domestic innovative drug companies, including WuXi AppTec and several others [2] - WuXi AppTec is projected to achieve a pre-tax profit of 19.151 billion yuan in 2025, representing a year-on-year increase of 103%, with Q4 net profit expected to reach 7.075 billion yuan, a quarter-on-quarter increase of 101% [2] - The sixth batch of national centralized procurement for high-value medical consumables is about to open for bidding, including 12 types of medical consumables [2] Group 3 - Guotai Junan Securities is optimistic about the pharmaceutical industry in 2026, focusing on innovation, overseas expansion, and recovery trends, with an emphasis on innovative drugs and supply chains as foundational investments [2] - The medical device ETF (159873) has a significant focus on brain-computer interfaces, accounting for over 19%, and is expected to benefit from domestic innovation, accelerated exports, and new technologies [2] - The biopharmaceutical ETF (159859) is recommended for its higher concentration and focus on 30 industry leaders, offering greater sharpness and elasticity in the market [2]