科创创新药ETF国泰（589720）跟踪的是科创新药指数（950161），单日涨跌幅达20%，该指数从科创 板市场中选取涉及生物制药、化学制药等领域的创新药物研发企业作为指数样本，重点关注具有较高研 发投入和创新能力的企业，以反映中国创新药行业上市公司证券的整体表现和发展趋势。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 12月19日早盘，科创创新药ETF国泰（589720）涨超2.1%。 东方财富证券指出，2025年医药生物行业呈现多重积极趋势。医疗器械招采端持续复苏，设备更新政策 与资金落地驱动需求释放，2025Q3招投标市场规模同比增长29.8%，医疗设备公司收入端拐点显现。国 内集采与医疗反腐常态化背景下，企业加速出海寻求高毛利市场。创新药领域经历十年沉淀进入管线密 集收获期，2024年市场规模突破4 ...

Core Viewpoint - The A-share market shows positive momentum with significant gains in major indices, particularly in the retail and consumer sectors, driven by government initiatives to boost new consumption models [3][6]. Market Performance - As of midday, the Shanghai Composite Index rose by 0.59% to 3899.31, the Shenzhen Component Index increased by 0.93% to 13175.13, and the ChiNext Index climbed by 0.99% to 3137.73 [4]. - The retail sector led the market with a 4.01% increase, followed by duty-free shops and dairy industries, indicating strong consumer sentiment [5]. Sector Highlights - The consumer sector, including retail and food and beverage, continues to perform well, with several stocks reaching their daily limit up [6]. - The business environment is supported by a recent notice from the Ministry of Commerce and the Ministry of Finance to pilot new consumption models in 50 cities, which is expected to further stimulate growth in the consumer sector [6]. Stock Movements - Notable stock performances include Horizon Robotics rising nearly 7% and XPeng Motors increasing by nearly 5% within the technology sector [8]. - The innovative pharmaceutical sector saw a rebound, with stocks like Yifang Bio rising nearly 10% [9]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.09 trillion yuan, an increase of 42.1 billion yuan compared to the previous trading day, with nearly 4700 stocks rising [5].

恒生港股通创新药指数是ETF跟踪的指数中首批"纯度"达100%的创新药指数，聚焦港股创新药领军企 业，恒生创新药ETF（159316）为目前市场上唯一跟踪该指数的产品，可助力投资者一键把握板块投资 机会。 每日经济新闻 今日早盘，港股创新药板块高开高走，截至11:05，恒生港股通创新药指数上涨2.0%，成份股中，映恩 生物-B涨超7%，乐普生物-B、诺诚健华、三生制药涨超4%，恒生创新药ETF（159316）成交额近4亿 元。 近日，西安市发布《促进生物医药产业能力提升实施方案（2025—2027年）》，其中提到，在干细胞药 物、多肽药物、肝靶向创新药物、麻醉制品等领域突破一批药物研发关键核心技术；支持企业开展Ⅰ类 创新药、临床紧缺药研发及成果转化，推动企业研发立项Ⅱ类创新药。今年以来，北京、上海、重庆、 四川等多地也出台相关政策，推动创新药行业高质量发展。 长江证券指出，医药行业呈现一定的政策周期性。近年来，创新药全产业链支持政策逐步落地，比如引 入保险增量资金、丙类医保目录、临床试验30日审批通道等，医药行业尤其是创新药已经步入新一轮的 政策支持发展新周期。未来，应关注部分优质创新药资产，一是"硬创新"资 ...

Core Insights - The article highlights the performance of the Tianhong Innovation Drug ETF (517380), which has seen a trading volume of 14.27 million yuan and a nearly 3% increase in the tracked Hang Seng Shanghai-Shenzhen Hong Kong Innovation Drug Select 50 Index (HSSSHID) [1] - The article discusses a new three-year enhancement plan for the biopharmaceutical industry in Xi'an, indicating a new policy support cycle for the innovative drug sector [1][2] Product Highlights - The Tianhong Innovation Drug ETF (517380) spans the Shanghai, Hong Kong, and Shenzhen markets, selecting 50 leading innovative drug companies, with 40% from Hong Kong and 60% from A-shares, covering core areas such as biopharmaceuticals and chemical pharmaceuticals [1] - Related products include the Tianhong Innovation Drug ETF and its corresponding off-market connection funds (Class A: 014564, Class C: 014565) [1] Industry Developments - Xi'an's government has released an implementation plan for 2025-2027, aiming to achieve breakthroughs in key drug development technologies in areas such as stem cell drugs, peptide drugs, liver-targeted innovative drugs, and anesthetics [2] - By 2027, Xi'an aims to have one clinically approved drug and one production-approved drug in the innovative drug R&D field, along with 40 Class III and 400 Class II medical devices approved [2] - The innovative drug sector is entering a new policy support cycle, with various cities like Beijing and Shanghai implementing supportive policies for the pharmaceutical and health industry [2] Institutional Perspectives - Zhongtai Securities views innovative drugs as the most important theme in the pharmaceutical sector, noting that the recent 2-3 month market adjustment has brought stock prices, market expectations, and capital allocation back to relatively reasonable and low levels, highlighting investment safety margins and return value [2]

AH创新药联手反攻！ 12月19日早盘，港股通创新药率先启动，映恩生物-B大涨8%，乐普生物-B涨超5%，权重股三生制药涨5%，高弹性港股通创新药ETF（520880）盘中 一度冲击3%！ | | 多日 1分 5分 = | | | F9 程前投后 零加 九线 同线 下盘 Q (?) > | | | | | 港股通创新药ETF(1) | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.535 | | | 520880[港股通创新药ETF] 10:38 价 0.529 涨跌 0.010(1.93%) 均价 | | | | | | 520880 | | | 12% | 0.529 +0.010 +1.93% | | | 0.530 | | | | | 2.08% | | SSE CNY 10:38:58 交易中 查看L2全景 | | | T+0 融 / 自 H | | | | | | | | JA WA | | | | 除非通发 | 华宝恒生港股通创新药 ...

医药股今早明显反弹，CRO、创新药方向居前。截至发稿，凯莱英（002821）(06821)涨6.28%，报77港 元；药明生物(02269)涨6.11%，报34.72港元；三生制药(01530)涨5.04%，报26.68港元；诺诚健华 (09969)涨4.25%，报13.74港元。 消息面上，据券商中国日前报道，北京时间12月18日凌晨，参议院官网显示，搭载修订版《生物安全法 案》的美国2026财年国防授权法案（2026NDAA）获通过。新版本生物安全法未具体点名任何一家公 司。有券商研究机构认为，2025年法案进展阶段性落地，行业回归中长期增量逻辑。 兴业证券认为，近期创新药板块情绪回落，随着BD持续落地，该行认为当前板块景气度可持续，"创新 +国际化"创新药产业趋势不变，短期调整后创新药板块弹性进一步提升。同时，可继续重点关注基本 面已开始改善的创新药产业链，当前在投融资数据、订单和业绩层面均看到向好趋势。 ...

兴业证券认为，近期创新药板块情绪回落，随着BD持续落地，该行认为当前板块景气度可持续，"创新 +国际化"创新药产业趋势不变，短期调整后创新药板块弹性进一步提升。同时，可继续重点关注基本 面已开始改善的创新药产业链，当前在投融资数据、订单和业绩层面均看到向好趋势。 消息面上，据券商中国日前报道，北京时间12月18日凌晨，参议院官网显示，搭载修订版《生物安全法 案》的美国2026财年国防授权法案（2026NDAA）获通过。新版本生物安全法未具体点名任何一家公 司。有券商研究机构认为，2025年法案进展阶段性落地，行业回归中长期增量逻辑。 智通财经APP获悉，医药股今早明显反弹，CRO、创新药方向居前。截至发稿，凯莱英(06821)涨 6.28%，报77港元；药明生物(02269)涨6.11%，报34.72港元；三生制药(01530)涨5.04%，报26.68港元； 诺诚健华(09969)涨4.25%，报13.74港元。 ...

流动性方面，科创创新药ETF汇添富盘中换手5.27%，成交2366.22万元。拉长时间看，截至12月18日，科创创新药ETF汇添富近1年日均成交3756.23万元。 截至2025年12月19日 10:14，上证科创板创新药指数(950161)强势上涨3.26%，成分股成都先导(688222)上涨10.44%，益方生物(688382)上涨9.82%，悦康药业 (688658)上涨6.82%，阳光诺和(688621)，泽璟制药(688266)等个股跟涨。科创创新药ETF汇添富(589120)上涨3.02%，最新价报0.85元。（以上所列股票仅为 指数成份股，无特定推荐之意） 12月18日，益方生物在互动平台回答投资者提问时表示，目前公司主要有2款对外授权产品，其中就贝福替尼产品，公司已与贝达药业在合作区域内（包括 中国内地和香港、台湾地区）达成授权合作。 从资金净流入方面来看，科创创新药ETF汇添富近4天获得连续资金净流入，最高单日获得1415.88万元净流入，合计"吸金"3017.86万元，日均净流入达 754.46万元。（数据来源：Wind） 消息面上，近日，国家医保局、人力资源社会保障部公布《国家基本医疗保 ...

Group 1 - The core viewpoint of the news is that BaiO Technology's stock has experienced a significant decline this year, with a drop of 21.72% and a recent 5-day decline of 11.54% [1] - As of December 19, BaiO Technology's stock price was 51.51 CNY per share, with a market capitalization of 23.02 billion CNY [1] - The company experienced a net outflow of main funds amounting to 6.38 million CNY, with large orders showing a buy of 22.73 million CNY and a sell of 28.98 million CNY [1] Group 2 - BaiO Technology, established on November 13, 2009, is located in the Daxing District of Beijing and specializes in antibody drug research and preclinical research services [2] - The company operates five divisions, including gene editing services, preclinical pharmacology and efficacy evaluation, model animal sales, antibody development, and innovative drug development focusing on oncology and autoimmune diseases [2] - BaiO Technology is categorized under the pharmaceutical and biological industry, specifically in medical services and medical research outsourcing, with concepts including innovative drugs, cell therapy, and CRO [2]

12月19日，艾力斯盘中上涨2.02%，截至10:02，报101.98元/股，成交5559.07万元，换手率0.12%，总市 值458.91亿元。 资金流向方面，主力资金净流出105.51万元，大单买入722.43万元，占比13.00%，卖出827.94万元，占 比14.89%。 分红方面，艾力斯A股上市后累计派现6.53亿元。 机构持仓方面，截止2025年9月30日，艾力斯十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股2094.71万股，相比上期增加1056.93万股。中欧医疗健康混合A（003095）位居第八大流通 股东，持股859.51万股，相比上期减少55.75万股。易方达上证科创板50ETF（588080）位居第九大流通 股东，持股828.14万股，相比上期减少103.11万股。华夏上证科创板50成份ETF（588000）位居第十大 流通股东，持股796.44万股，相比上期减少445.65万股。 责任编辑：小浪快报 资料显示，上海艾力斯医药科技股份有限公司位于上海市浦东新区周浦镇凌霄花路268号，成立日期 2004年3月22日，上市日期2020年12月2日，公司主营业务涉及创新药物的 ...