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医药板块午后集体拉升,关注恒生创新药ETF(159316)、医药ETF(512010)等投资价值
Sou Hu Cai Jing· 2025-11-10 11:00
Group 1 - The pharmaceutical sector experienced a collective rise in the afternoon, with the Hang Seng Hong Kong Stock Connect Innovative Drug Index increasing by 1.5%, the CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index rising by 1.4%, the CSI 300 Pharmaceutical and Health Index up by 1.1%, the CSI Biotechnology Theme Index increasing by 1.0%, and the CSI Innovative Drug Industry Index rising by 0.9% [1] - China Galaxy Securities stated that the pharmaceutical sector has undergone a prolonged valuation adjustment, and a significant structural repair trend has emerged recently. The innovative drug business development (BD) is expected to continue in the second half of the year, and the global trend of interest rate cuts by major central banks is likely to further enhance the valuation of the innovative drug sector [1] Group 2 - The index focuses on leading companies in the Hong Kong medical and health industry, consisting of 50 stocks from the medical device, biopharmaceutical, chemical drug, and other pharmaceutical sectors [4] - The innovative drug ETF managed by E Fund tracks the CSI Innovative Drug Industry Index, which focuses on leading innovative drug companies in the A-share market, comprising no more than 50 stocks involved in innovative drug research and development [6] - The biotechnology ETF tracks the CSI Biotechnology Technology Index, which focuses on leading biotechnology companies in the A-share market, consisting of no more than 50 stocks involved in gene diagnosis, biopharmaceuticals, blood products, and other human biotechnology [11] - The pharmaceutical ETF tracks the CSI 300 Pharmaceutical and Health Index, which focuses on leading companies in the A-share pharmaceutical and health industry, covering various segments of the future health industry, including chemical pharmaceuticals, medical services, and medical devices [13]