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创新药指数调整
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50倍“妖王”坐上跳楼机
财联社· 2025-09-16 15:59
今日,药捷安康(02617.HK)上演极端行情: 早盘一度暴涨63%至679.5港元/股,午后直线跳水,报收192港元/股,跌幅达53.73%。 公司午间紧急公告,称"概不知悉股价异动原因,业务营运及财务状况无重大变动"。 药捷安康今日分时图 这场异动不仅搅动个股市场,更波及多只医药类ETF。其中,恒生创新药ETF(159316)、港股通创新药ETF(520880)当日分别下跌 1.18%、1.11%。值得注意的是,药捷安康9月8日刚被纳入港股通及三大创新药指数, 而南向资金截至9月15日增持了该股306.25万股。 50倍"妖王"惊天震荡 今日早盘,药捷安康延续前几日的狂热涨势,开盘后便在资金推动下快速突破。截至10时30分,南向资金单日净买入已达1.43亿港元, 助 推股价一路攀升至679.5港元/股的历史高点, 较6月23日13.15港元/股的发行价累计涨幅接近51倍, 市值一度逼近2700亿港元。 药捷安康股价的极端波动,传导至多只创新药ETF,这与该药企近期被密集纳入核心指数密切相关。药捷安康自9月8日正式被调入港股通标 的名单,随之又被纳入多个重要港股创新药指数成分股中, 与其密切关联的创新药ET ...
共享基经丨与AI一起读懂ETF(二十一):4个与创新药相关的指数将迎来调整,会有何不同?
Sou Hu Cai Jing· 2025-07-03 10:00
Group 1 - The Hang Seng Index Company announced adjustments to the calculation methods of several indices, including the Hang Seng Hong Kong Stock Connect Innovative Drug Index, Hang Seng Innovative Drug Index, Hang Seng Biotechnology Index, and Hang Seng Hong Kong-US Biotechnology Index [1] - The adjustments aim to enhance the focus on pure innovative drug companies by excluding companies primarily engaged in the CXO industry, which includes Contract Research Organizations (CRO), Contract Manufacturing Organizations (CMO), and Contract Development and Manufacturing Organizations (CDMO) [2][4] - The changes will result in a more concentrated index composition, with the top five constituents of the Hang Seng Hong Kong Stock Connect Innovative Drug Index shifting to companies like Innovent Biologics, BeiGene, and others, while the previous weight of excluded companies was approximately 18.1% [3] Group 2 - The Hang Seng Biotechnology Index will see a reduction in the number of constituents from 50 to a fixed number of 30, along with new trading qualification requirements under the Stock Connect program [6] - The Hang Seng Hong Kong-US Biotechnology Index will also reduce its constituent count from 60 to a fixed number of 40, indicating a significant decrease in the number of stocks included [9] - The adjustments to the indices will take effect on June 30, 2025, with the changes in constituent stocks implemented on September 8, 2025 [9]