Group 1 - The core viewpoint of the news highlights the positive performance of the innovative drug sector in the stock market, with significant gains in individual stocks and ETFs [1][3] - The new national medical insurance drug catalog will be implemented on January 1, 2026, adding 114 new drugs, including 50 Class 1 new drugs, marking a record high in both quantity and proportion [2] - The commercial insurance catalog will include 19 high-value innovative drugs, addressing accessibility issues for high-value innovative treatments [2] Group 2 - The collaboration between domestic innovative drug companies and multinational corporations continues, with 49 outbound transactions totaling over $39 billion since October last year [3] - The market is entering a peak season for business development (BD) and data disclosures, coinciding with the JPM conference and the upcoming annual report cycle [3] - The Hong Kong Stock Connect Innovative Drug ETF (520970) tracks the CSI Hong Kong Stock Connect Innovative Drug Index, with the top ten weighted stocks accounting for over 71.95% of the total weight [3]
医保商保双目录落地，BD 交易与研发齐热，港股通创新药 ETF 嘉实（520970）表现强势
Jin Rong Jie·2026-01-13 04:07