来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 港股通创新药ETF南方（159297）业绩比较基准为国证港股通创新药指数(经估值汇率调整后)收益率， 管理人为南方基金管理股份有限公司，基金经理为张其思、叶震南，成立（2025-09-12）以来回报 为-13.60%，近一个月回报为-8.36%。 11月11日，港股通创新药ETF南方（159297）跌0.69%，成交额8193.02万元。当日份额增加7500.00万 份，最新份额为15.68亿份，近20个交易日份额增加8.18亿份。最新资产净值计算值为13.55亿元。 ...

来源：新浪基金∞工作室 11月6日，港股创新药ETF鹏华（159286）涨0.11%，成交额7155.88万元。当日份额增加100.00万份，最 新份额为6.94亿份，近20个交易日份额增加1.45亿份。最新资产净值计算值为6.22亿元。 港股创新药ETF鹏华（159286）业绩比较基准为国证港股通创新药指数收益率(经汇率调整后)，管理人 为鹏华基金管理有限公司，基金经理为林嵩、张羽翔，成立（2025-08-20）以来回报为-10.40%，近一 个月回报为-11.44%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

Group 1 - The Hong Kong Innovative Drug ETF (159567) experienced a decline of 1.32% on August 1, with a trading volume of 3.137 billion yuan [1] - The fund's shares decreased by 20 million, bringing the total shares to 2.447 billion, with an increase of 450 million shares over the past 20 trading days [1] - The latest net asset value of the fund is 4.532 billion yuan [1] Group 2 - The performance benchmark for the Hong Kong Innovative Drug ETF is the National Index of Hong Kong Innovative Drugs, adjusted for valuation exchange rates [1] - The fund is managed by Yinhua Fund Management Co., Ltd., with Ma Jun as the fund manager [1] - Since its inception on January 3, 2024, the fund has achieved a return of 85.16%, with a return of 22.72% over the past month [1]

Group 1 - The Hong Kong Innovative Drug 50 ETF (513780) increased by 4.15% on July 29, with a trading volume of 985 million yuan [1] - The fund's shares rose by 80.5 million, bringing the total shares to 844 million, with an increase of 87.5 million shares over the last 20 trading days [1] - The latest net asset value of the fund is calculated at 1.606 billion yuan [1] Group 2 - The performance benchmark for the Hong Kong Innovative Drug 50 ETF is the CSI Hong Kong Stock Connect Innovative Drug Index return rate, adjusted for valuation exchange rates [1] - The fund is managed by Invesco Great Wall Fund Management Co., with fund managers Jin Huang and Zhang Xiaonan [1] - Since its establishment on October 16, 2024, the fund has achieved a return of 90.41%, with a one-month return of 32.21% [1]

Group 1 - The pharmaceutical sector in China is experiencing a resurgence after over three years of stagnation, driven by overseas business and innovative drug companies turning profitable [1] - In 2024, the total transaction value of Chinese innovative drugs going abroad is projected to reach $50.8 billion, marking a year-on-year increase of over 30% [1] - The National Medical Products Administration reported that 48 new Class 1 innovative drugs were approved for market in 2024, a 20% increase year-on-year, achieving a five-year high [1] Group 2 - Major companies are reporting strong financial results, with BeiGene's Q1 revenue reaching 8.048 billion yuan, a 50.2% year-on-year increase, marking its first quarterly profit [1] - WuXi AppTec, a leading CXO company, reported Q1 revenue of 9.65 billion yuan, a 21.0% increase year-on-year, with net profit attributable to shareholders at 3.67 billion yuan, up 89.1% [1] Group 3 - The innovative drug-related indices have seen significant increases, with leading indices reflecting strong performance from innovative drug companies [1] - The top ten constituent stocks of the National and China Securities innovative drug indices show a high similarity, indicating a strong leader effect [2] Group 4 - The leading constituent stock, Innovent Biologics, reported Q1 product sales exceeding 2.4 billion yuan, a year-on-year increase of over 40%, achieving a record high for a single quarter [3] - BeiGene's stock has increased by 45.51% this year, while WuXi Biologics has seen a 51.77% increase [4] Group 5 - There are currently three ETFs tracking the National innovative drug index, with the largest being the Huatai-PineBridge ETF, which has a scale of 4.474 billion yuan [4] - The two ETFs tracking the China Securities innovative drug index are smaller in scale compared to those tracking the National index [5] Group 6 - The Hang Seng innovative drug index and the Hang Seng Hong Kong Stock Connect innovative drug index have similar constituent stocks, with significant overlap in their top ten holdings [6] - The Hang Seng Hong Kong Stock Connect healthcare index has a more concentrated composition, leading to more pronounced gains during market upswings [9] Group 7 - The average growth rate for innovative drug revenues is projected at 36.8% for 2024, with many companies reducing losses significantly and some achieving profitability [12] - The current valuation of innovative drug companies is considered reasonable after three years of adjustments, with the industry entering a growth cycle [12]