港股医药异军突起，港股通医疗ETF富国（159506）盘中涨幅达3.44%

Group 1 - The Hong Kong stock market saw a rebound on January 13, with the healthcare sector, particularly innovative drugs and medical devices, experiencing significant growth. The Hong Kong Medical ETF (159506) rose by 3.44%, with notable increases in component stocks such as Medical Mind (over 12%), Sangfor Technologies, and WuXi Biologics (over 6%) [1] - WuXi AppTec, a leading innovative drug company, announced a performance forecast for 2025, projecting a revenue increase of 15.84% year-on-year and a net profit attributable to shareholders growth of 41.33%, exceeding market expectations and boosting investor sentiment [1] - The collaboration between Rongchang Biologics and AbbVie on a core dual-antibody product includes an upfront payment of $650 million and potential milestone payments totaling up to $4.95 billion, indicating strong market interest and unexpected developments in business deals [1] Group 2 - Haitong Securities noted that multinational corporations (MNCs) have not altered their strategy for expansion in China, with 49 business development (BD) transactions occurring since October of the previous year, totaling over $39 billion. Although some anticipated BD transactions have faced delays, the trend of innovative drugs going overseas remains strong [1] - The Hong Kong Medical ETF (159506) closely tracks the Hang Seng Hong Kong Stock Connect Healthcare Index (HSSCHI), which excludes companies with the lowest average R&D to revenue ratios over the past two years. This focus on R&D spending and innovative drug business helps investors accurately capture investment opportunities in the Hong Kong healthcare sector [2]