Core Viewpoint - The Hong Kong innovative drug ETF fund (520700) has shown significant market activity, with a 4.00% increase and a turnover rate exceeding 55.40%, indicating strong investor interest in innovative pharmaceutical stocks [1] Group 1: Company Developments - Innovent Biologics reported promising clinical data for its first-in-class PD-1/IL-2α-bias bispecific antibody fusion protein IBI363 at the 2025 ASCO annual meeting, focusing on advanced non-small cell lung cancer [1] - IBI363 has shown controllable safety and encouraging efficacy trends in squamous non-small cell lung cancer and wild-type lung adenocarcinoma, contributing to long-term survival benefits [1] - At the ASCO conference, Innovent Biologics had a total of 8 oral presentations, accounting for approximately 2% of the total presentations at the event [1] Group 2: Market Analysis - Morgan Stanley has raised its sales forecasts for Innovent's IBI363 and IBI343, citing their significant potential and the likelihood of global development or licensing opportunities [2] - GF Securities emphasizes the value of investing in Hong Kong innovative drugs, noting a shift in market focus from traditional sectors to long-term strategic areas like the Sino-U.S. technology competition [2] - The recent emergence of the DeepSeek large model has positively influenced investor sentiment, leading to a systematic reassessment of China's potential in key technology sectors [2]

截至2025年6月4日 10:16，中证香港创新药指数(931787)强势上涨5.04%，成分股君圣泰医药-B(02511)领 涨17.44%，信达生物(01801)上涨17.14%，开拓药业-B(09939)上涨9.70%，泰格医药(03347)，再鼎医药 (09688)等个股跟涨。港股创新药ETF(513120)上涨4.56%，涨幅居全市场ETF第二！ 冲击4连涨。 流动性方面，港股创新药ETF盘中换手23.32%，成交23.69亿元，市场交投活跃。拉长时间看，截至6月 3日，港股创新药ETF近1周日均成交37.57亿元。规模方面，港股创新药ETF最新规模达98.55亿元，居 全市场港股医药类ETF第一。 信达证券表示，国产创新药板块近年来展现出强劲的投资价值和发展潜力，主要得益于政策支持、技术 进步以及资本市场对高质量医药企业的认可。随着中国创新药从"拼数量""拼速度"向"拼质量""拼创 新"的转变，行业整体的研发能力和产品差异化优势不断提升，形成了较为明确的竞争壁垒。 港股创新药ETF(513120)，（联接A:019670，联接C:019671）：紧密跟踪中证香港创新药指数，投资港 股创新药产业。值 ...

Group 1 - The core viewpoint of the articles highlights the active performance of innovative drug ETFs, particularly Tianhong (517380), which has seen significant gains and is leading the market in terms of growth [1][2] - As of June 3, 2025, the Tianhong innovative drug ETF has accumulated a year-to-date increase of 23.08%, ranking first among all industry ETFs [1] - The Tianhong ETF tracks the Hang Seng Shanghai-Shenzhen-Hong Kong Innovative Drug Selected 50 Index, which includes leading innovative drug companies from the three regions, indicating a high concentration of innovation [1] Group 2 - In the first five months of 2025, the National Medical Products Administration approved over 20 first-class innovative drugs, setting a record for the same period in the past five years [2] - The recent acceleration in the approval of innovative drugs in China reflects a shift from "follow-up innovation" to "global leadership" in the pharmaceutical sector [2] - The innovative drug sector is expected to experience a valuation reshaping, with significant catalysts such as overseas business development and the ASCO conference driving interest in the sector [2]

Group 1 - The Hang Seng Biotechnology ETF (159615) opened with a gap up, rising over 4% during the day, reaching a high of 1.008 yuan, marking a new high for the year [1] - The fund saw a turnover of 18.97% with a transaction volume of 61.0632 million yuan, indicating active market trading [1] - The Hang Seng Biotechnology Index surged by 3.83%, with constituent stocks such as Innovent Biologics rising over 16%, Zai Lab increasing by 7.66%, and Tigermed up by 6.42% [1] Group 2 - The National Medical Products Administration recently approved 11 new drugs for market launch, covering areas such as oncology and endocrinology, with several being the "first in China" or "first domestic" in their respective fields [1] - Among the 11 new drugs, 7 are classified as Category 1 drugs, representing the highest level of drug innovation in China's registration classification [1] - Guotai Junan Securities reported that the number of oral presentations for Chinese innovative drug assets at ASCO reached a historical high of 73, reflecting the growing demand for Chinese innovative drug assets from multinational corporations [2] Group 3 - The Hang Seng Biotechnology Index aims to reflect the overall performance of the largest 50 biotechnology companies listed in Hong Kong, with the top ten weighted stocks including Innovent Biologics, WuXi Biologics, BeiGene, and others [2]

Group 1 - The innovative drug sector showed strong performance today, with notable gains from companies such as Innovent Biologics rising over 13%, and Tigermed, Ascentage Pharma-B, and Kelun Pharmaceutical increasing over 3% [1] - The Tianhong Innovative Drug ETF (517380) rose by 1.88% in early trading, reaching a 250-day high in net value, influenced by the overall market trend [1] - The upcoming 2025 American Society of Clinical Oncology (ASCO) annual meeting in Chicago is expected to further boost investment enthusiasm in innovative drugs, with a record number of presentations from Chinese experts [1] Group 2 - The Tianhong Innovative Drug ETF (517380) has a core holding that includes leading innovative drug companies such as Hengrui Medicine, BeiGene, Innovent Biologics, Kelun Pharmaceutical, China National Pharmaceutical Group, Hansoh Pharmaceutical, and CXO companies like WuXi AppTec and Kelun [2] - Historically, the Tianhong Innovative Drug ETF has shown strong excess returns, with a cumulative increase of over 25% this year, outperforming the second-best industry ETF by more than 10 percentage points [2] Group 3 - Investors optimistic about the pharmaceutical sector may consider focusing on linked funds, specifically Class A (014564) and Class C (014565) [3]

简历显示：葛兰女士:中国籍。美国西北大学生物医学工程专业博士。历任国金证券股份有限公司研究 所研究员,民生加银基金管理有限公司研究员。2014年10月加入中欧基金管理有限公司,曾任研究员、中 欧明睿新起点灵活配置混合型证券投资基金基金经理(2015年1月29日起至2016年4月22日)、中欧瑾泉灵 活配置混合型证券投资基金基金经理(2015年3月16日起至2016年4月22日)、中欧瑾源灵活配置混合型证 券投资基金基金经理(2015年3月31日起至2016年4月22日)、中欧瑾和灵活配置混合型证券投资基金基金 经理(2015年4月13日起至2016年4月22日)。现任中欧医疗健康混合型证券投资基金基金经理(自2016年9 月29日起至今),中欧明睿新起点混合型证券投资基金基金经理(自2018年7月12日起至今)、中欧阿尔法混 合型证券投资基金基金经理(2020年8月20日起至2023年9月28日)。 中欧医疗创新股票C股票持仓前十占比合计75.62%，分别为：药明合联（10.35%）、科伦博泰生 （10.15%）、药明生物（9.82%）、药明康德（9.60%）、康方生物（7.89%）、康龙化成（7.01%）、 ...

Group 1 - The core viewpoint of the news is the performance and holdings of the China Europe Medical Health Mixed Fund C, which has shown positive growth in its net value and returns over various time frames [1] - As of June 3, 2025, the latest net value of the fund is 1.6391 yuan, with a growth of 0.96%. The fund's return over the past month is 7.34%, ranking 224 out of 4690 in its category. Over the past three months, the return is 7.88%, ranking 461 out of 4620, and since the beginning of the year, the return is 8.66%, ranking 977 out of 4568 [1] - The top ten stock holdings of the fund account for a total of 55.30%, with significant positions in companies such as Heng Rui Pharmaceutical (10.60%), WuXi AppTec (9.95%), and Mindray Medical (5.21%) [1] Group 2 - The China Europe Medical Health Mixed Fund C was established on September 29, 2016, and as of March 31, 2025, it has a total scale of 15.566 billion yuan [1] - The fund manager, Ge Lan, has a background in biomedical engineering and has held various positions in research and fund management since joining China Europe Fund Management Company in October 2014 [2]

6月3日，A股、港股市场集体上涨，创新药板块概念股持续走强。 相关ETF方面，截至收盘，创新药ETF天弘（517380）涨2.24%，年内累计涨幅达23.08%，位居全市场 行业类ETF涨幅第一，涨幅领先第二名超9%。成分股中，睿智医药涨超13%，亚盛医药-B涨超8%，华 海药业、联邦制药、和黄医药、贝达药业等股涨超7%。 创新药ETF天弘(517380)及联接基金(A类014564，C类014565)是全市场唯一一只跟踪恒生沪深港创新药 精选50指数的产品，该指数覆盖了沪、深、港三地创新药龙头，十大权重股包括百济神州、药明康德、 恒瑞医药、泰格医药等细分领域龙头，可谓是创新药"浓度"极高。同时，该ETF及联接基金（A类： 014564，C类：014565）采用量化指标优化，截至6月3日收盘，年内累计涨幅位居全市场行业类ETF涨 幅第一。 招银国际表示，我们认为，受益于创新药出海交易、国内集采政策优化、创新药丙类医保目录落地、医 疗设备招标复苏、内需复苏等积极因素推动，医药行业有望在 2025 年继续迎来估值修复。 消息面上，据第一财经，5月30日，在陆家嘴金融沙龙上，中国科学院院士马大为表示，我们有越来越 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年5月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 杭州泰格醫藥科技股份有限公司 呈交日期: 2025年6月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 300347 | 說明 | | 於深圳證券交易所上市 | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 741,823,770 | RMB | | 1 RMB | | 741,823,770 | | 增加 / 減少 (-) | | | -3,922,520 | | | RMB | | -3,922,520 | | 本月底結存 | | | 737,901,250 | RMB | | 1 RMB | | 737,901,250 | ...

6月3日，A股、港股创新药板块集体走强。 相关ETF方面，创新药ETF天弘（517380）截至收盘涨2.24%，位居创新药类ETF产品涨幅第一、全市 场ETF涨幅榜第十二，成交额超1100万元。成分股中，睿智医药涨超13%，泰格医药、和黄医药、联邦 制药、华海药业等股涨幅居前。 创新药ETF天弘（517380）为天弘基金在2021年发行的ETF，基准指数为"恒生沪深港创新药精选50"， 代码HSSSHID。该指数可以看作是"创新药行业SmartBeta"指数，以单个指数实现了A股+港股全面覆 盖、创新药+CXO全面覆盖。天弘的场内外基金为布局该指数的全市场唯一产品。而在场外，联接基金 成立也已超3年（A类：014564，C类：014565）。 消息面上，6月2日，翰森制药发布公告，宣布其全资附属公司上海翰森生物医药科技有限公司与 RegeneronPharmaceuticals,Inc.签订了一项许可协议。根据该协议，许可人将授予被许可人开发、生产及 商业化HS-20094的全球独占许可（不含中国内地、香港及澳门）。许可人将获得8000万美元的首付 款，并有资格根据该产品的开发、注册审批和商业化进展收取最高1 ...