截至收盘，恒生港股通创新药指数下跌4.4%，中证创新药产业指数下跌4.2%，中证生物科技主题指数下跌4.1%，沪深300医药卫生指数下跌4%，中证港股 通医药卫生综合指数下跌3.9%，恒生创新药ETF（159316）今日获1.16亿份净申购。 国信证券指出，受创新药BD出海合作落地、优秀临床数据读出和政策支持驱动，创新药板块在上半年表现亮眼。在创新药政策支持下，新上市产品有望快 速实现商业价值，伴随着国家全链条鼓励创新药政策的落地，国产创新药在院内产品的占比还会快速提升，有望成为成长性最好的细分板块。 取标十儿酒胶迪医药 上一示宣情数 该指数聚焦港股医疗卫生行 业龙头,由50只医疗器械 、生物药品、化学药及其它 医药卫生行业的港股通股票 组成。 �H 该指数涨跌 创新药ETF易方达得 生物科技ETF (NO] 器踪中证生物科技术频指数 -3.9% 该指数聚焦A股生物科技龙 头,由不超过50只业务涉 及基因诊断、生物制药、血 液制品及其它人体生物科技 的公司股票组成。 �日 该指数涨跌 S 药 ETF ONLY 跟踪沪深300医药卫生指数 跟踪中证创新药产业指数 该指数聚焦A股创新药龙头, 由不超过50只主营业 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the innovative drug sector in the first half of the year, driven by successful collaborations, excellent clinical data, and supportive policies [1] - The China Securities report indicates that the innovative drug sector is expected to see a rapid increase in the commercial value of newly launched products due to national policies encouraging innovation [1] - The proportion of domestic innovative drugs in hospital products is anticipated to rise quickly, positioning this sector as one of the best growth segments [1] Group 2 - The index focuses on leading innovative drug companies in the A-share market, consisting of no more than 50 stocks involved in innovative drug research and development [4] - The index has shown a rolling price-to-earnings ratio of 59.2 times and an increase of 91.3% since its inception [5] - The biotechnology ETF tracks the China Biotechnology Theme Index, which includes up to 50 stocks related to gene diagnostics, biopharmaceuticals, and other human biotechnology [6] Group 3 - The healthcare ETF tracks the CSI 300 Healthcare Index, covering leading companies in the healthcare sector, including chemical pharmaceuticals, medical services, and medical devices [8] - The CSI 300 Healthcare Index has a rolling price-to-earnings ratio of 33.9 times and has increased by 65.7% since its inception [9]

Core Viewpoint - The Hong Kong innovative drug sector is showing resilience, with the Hang Seng Innovative Drug Index rising by 1.6% and significant trading activity in the Hang Seng Innovative Drug ETF, indicating strong investor interest and growth potential in this segment [1] Industry Performance - The innovative drug companies in Hong Kong reported rapid revenue growth in the first half of the year, with BeiGene achieving revenue of 17.52 billion, a year-on-year increase of 46.0%; Innovent Biologics reaching 6.19 billion, up 45.6%; and CanSino Biologics reporting 1.41 billion, a growth of 32.6% [1] - The performance of the innovative drug sector is driven by successful overseas collaborations, positive clinical data releases, and supportive policies, positioning it as a high-growth segment within the market [1] Market Dynamics - The recent adjustment of the Hang Seng Innovative Drug Index, which now excludes contract research organizations (CROs), enhances its purity and accuracy in reflecting the performance of innovative drug companies in China [1] - The Hang Seng Innovative Drug ETF is currently the only product tracking this adjusted index, providing investors with a targeted opportunity to capitalize on the growth of the innovative drug industry [1]