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今年,一类人赚麻了!最牛板块又传来重磅消息——道达投资手记
Mei Ri Jing Ji Xin Wen· 2025-06-12 11:33
Market Overview - The A-share market experienced a mixed performance today, with the Shanghai Composite Index and the ChiNext Index rising by 0.01% and 0.26% respectively, while the Shenzhen Component Index fell by 0.11% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 12,718 billion yuan, an increase of 163 billion yuan compared to the previous day [1] - A total of 2,327 stocks rose, while 2,868 stocks fell, with a median decline of 0.14% in stock prices [1] Innovation Drug Sector - The innovation drug sector continued to rise, with the sector index reaching a new high not seen in over two years [3] - The CSI Hong Kong Innovation Drug Index (931787) saw a nearly 5% increase today, following a less than 1% decline yesterday, and has risen over 60% since April 9 [3][6] - Ten ETFs focused on Hong Kong pharmaceutical and innovation drugs have seen gains exceeding 60% year-to-date, indicating strong investor interest in this sector [3] ETF Performance - The top-performing ETFs related to Hong Kong innovation drugs have shown significant returns, with the leading ETF, 汇添富国证港股通创新药ETF, achieving a return of 71.59% [4] - Other notable ETFs include 华泰柏瑞恒生创新药ETF and 银华国证港股通创新药ETF, with returns of 71.27% and 70.79% respectively [4] Market Sentiment and Trends - The recent surge in the innovation drug sector is attributed to several factors, including a boom in BD transactions, low valuations, and supportive policies [8] - Increased interest in the pharmaceutical and innovation drug sectors has led to crowded events, such as a recent mid-term strategy report meeting that was heavily attended [8] - Industry news indicates that China Biopharmaceutical (01177.HK) has received multiple cooperation intentions since the beginning of the year, with at least one significant out-license transaction expected to materialize [8] Other Sector Movements - The non-ferrous metals sector saw continued gains, with cobalt, gold, rare resources, and nickel indices all rising over 1% [9] - The recent performance of rare and strategic metals is linked to supply factors and geopolitical dynamics, with the Ministry of Commerce indicating ongoing approvals for compliant export applications [9]