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创新药支持政策2.0阶段
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创新药企ETF(560900)涨势不止,午后涨超1%,规模创近半年新高,我国创新药支持政策正式迈入2.0阶段
Xin Lang Cai Jing· 2025-07-04 06:19
Group 1 - The innovative drug ETF (560900) has seen a 1.14% increase as of July 4, 2025, with an active trading volume of 12.11% [1] - The CSI Innovative Drug Industry Index (931152) rose by 0.95%, with notable increases in constituent stocks such as Zhenjiang Cell (688520) up 19.31% and Rongchang Bio (688331) up 10.54% [1] - Over the past week, the innovative drug ETF (560900) has accumulated a 3.92% increase, reaching a six-month high in its latest scale [1] Group 2 - The National Healthcare Security Administration and the National Health Commission have jointly issued measures to support the high-quality development of innovative drugs, establishing a full-chain policy loop from R&D to payment [2] - The new policy includes the establishment of a commercial health insurance directory for innovative drugs, allowing for confidential pricing mechanisms and special policy treatments [2] - Jianghai Securities noted that the 2025 policy measures will further stimulate R&D efforts and accelerate the market entry of innovative drugs, marking a transition to the 2.0 phase of support policies [2] Group 3 - Morgan Asset Management is integrating its "Global Vision Investment Technology" product line to help investors capitalize on quality tech companies amid a new wave of technological advancements driven by AI [2] - Various actively managed funds focus on emerging industry trends, AI opportunities, and sectors like the new energy vehicle supply chain and humanoid robotics [3] - Passive investment options include the Morgan Hang Seng Technology ETF and the Morgan CSI Innovative Drug Industry ETF, providing easy access to tech assets and innovative drug companies in China [3]