近期创新药行业政策频出，国家药监局上半年批准43款创新药上市，其中40款由中国企业研发。国家医 保局建立动态调整机制加快创新药进医保，药监局推出"30日快速审批通道"优化临床试验审评流程。 诺诚健华-U属于生物医药板块，专注于肿瘤及自身免疫性疾病领域创新药物的研发。公司已实现A+H 两地上市，2025年一季度总收入同比增长129.9%至3.8亿元，当季度实现盈利0.14亿元。 8月11日主力资金净流入357.58万元，占流通市值0.05%。近五日主力资金净流出4275.03万元，占流通 市值0.56%。 诺诚健华-U股价报28.57元，较前一交易日下跌0.03%。成交量为53193手，成交金额达1.52亿元。 风险提示：医药研发存在不确定性，市场竞争加剧可能影响公司业绩。 来源：金融界 ...

Group 1 - The Hong Kong pharmaceutical ETF (513700.SH) increased by 2.72%, with its associated index, the Hong Kong Stock Connect Pharmaceutical C (930965.CSI), rising by 2.82% as of July 15 [1] - Major constituent stocks such as BeiGene rose by 6.89%, Innovent Biologics by 4.88%, CSPC Pharmaceutical by 7.88%, China Biologic Products by 4.28%, and CanSino Biologics by 3.38% [1] Group 2 - The adjustment of the 2025 National Medical Insurance Directory and the commercial health insurance innovative drug directory has officially started, focusing on innovative drugs with significant clinical value, providing additional payment support for the industry [3] - The significant rise in stocks like BeiGene and CSPC Pharmaceutical reflects market optimism regarding the policy dividends of innovative drugs and the positive expectations for industry valuation recovery [3] - According to Guosen Securities, the Hong Kong innovative pharmaceutical sector has led a rebound since the low point in April due to the tariff war, indicating that Chinese pharmaceutical companies are transitioning from generic development to a new phase of "original + overseas" [3] - Goldman Sachs noted that the overall market capitalization of Chinese biotech companies is only 14%-15% of that in the U.S., while their contribution to global innovation is nearly 33%, suggesting that the Chinese innovative drug sector remains undervalued [3]

此外，上周数据显示，医药生物行业以近20亿元的绝对优势，摘得上周融资净买入额行业冠军。分析人士指出， 创新药政策红利持续释放与行业景气度回暖是主要驱动力。国家层面不断释放支持医药产业高质量发展的信号， 叠加创新成果加速落地，推动资金加速布局。 有色金属板块以16.02亿元净买入额紧随其后，新能源产业链需求旺盛及全球通胀预期支撑下，刺激了有色金属的 市场需求，供给端方面，受地缘政治因素影响，部分主要有色金属生产国局势不稳定，加剧了供需紧张局面。食 品饮料行业则凭借14.96亿元净买入跻身前三，其中白酒龙头贵州茅台单周获近7亿元融资净买入。 ETF方面，广发中证香港创新药ETF以6.04亿元的周净买入额成为最大赢家，总融资余额飙升至12.22亿元。数据 显示，港股创新药ETF已连续两周蝉联ETF融资规模增幅榜首。科创板50ETF以1.73亿元净买入额位居第二，反映 市场对科技创新主线的长期看好。恒生科技主题ETF亦表现亮眼，华泰柏瑞南方东英恒生科技ETF、华夏恒生科 技ETF分获1.39亿元和0.76亿元净买入。此外，此外，汇添富与银华旗下的港股通创新药ETF合计吸金近2亿元， 黄金ETF、酒ETF等传统防御型品 ...