Group 1 - The core viewpoint is that the chemical CDMO sector in China has significant advantages in talent, chemical capabilities, compliance capacity, and intellectual property protection, making it irreplaceable in the next five years [1] - The biopharmaceutical CDMO sector shows a clear industry beta, with companies in South Korea and Japan experiencing higher revenue growth compared to domestic firms, while the domestic leader WuXi AppTec is increasing its global market share in the CRDMO field [1] - The implementation of the Biological Safety Act is expected to lead to a valuation recovery in the CXO sector, indicating a long-term positive trend in China's innovative drug industry, particularly highlighted by explosive growth in BD transactions [1] Group 2 - The ETF Guotai (589720) tracks the Sci-Tech Innovation Drug Index (950161), which focuses on innovative R&D companies in the biopharmaceutical and chemical pharmaceutical sectors, reflecting the performance of growth-oriented companies driven by technological innovation in China's pharmaceutical industry [2]
20cm速递｜科创创新药ETF国泰（589720）涨超1.2%，化学CDMO领域优势获市场关注
Mei Ri Jing Ji Xin Wen·2026-01-14 02:55