20cm速递｜科创创新药ETF国泰（589720）涨超1%，连续2日迎资金净流入，化学CDMO领域优势获市场关注

Group 1 - The core viewpoint is that the chemical CDMO sector in China is gaining market attention due to its comprehensive advantages in talent, chemical capabilities, compliance production capacity, and intellectual property protection [1] - Chinese companies are expected to maintain a strong irreplaceable position in the chemical CDMO field over the next five years, especially compared to European and Indian counterparts [1] - In the biopharmaceutical CDMO sector, companies from South Korea and Japan are experiencing higher revenue growth than domestic firms, while WuXi AppTec is increasing its global market share in the XDC CRDMO field [1] Group 2 - The Guotai Innovation Drug ETF (589720) tracks the Science and Innovation Drug Index (950161), which includes listed companies involved in biopharmaceuticals and chemical pharmaceuticals, focusing on those with high R&D investment and strong innovation capabilities [2] - The index has a daily price fluctuation limit of 20%, reflecting the overall performance and development trends of China's new drug R&D industry [2] - The implementation of the Biosecurity Act is expected to lead to a valuation recovery in the CXO sector, while long-term attention is needed on the global biopharmaceutical supply chain restructuring process and the impact of regulatory details [1]