医疗商业与服务
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卫星落,医疗起!港股通医疗ETF华宝(159137)大涨逾8%
Sou Hu Cai Jing· 2026-01-13 02:29
港股通医疗ETF华宝(159137)通过跟踪中证港股通医疗主题指数,在投资上全域覆盖了CXO、医疗商 业与服务、医疗器械、生物制药这四大港股医疗领域,其中超80%权重集中于CXO、互联网医疗、高端 医疗器械等行业龙头公司,成份股中"港股独家"的权重占比更是超85%,包括京东健康、阿里健康等"A 无港有"的独家特色标的等,助力投资者充分把握港股医疗领域的机遇。 每日经济新闻 1月13日,以低轨卫星为代表的商业航天板块,突发大幅回调,港股医疗板块早盘强劲大涨,展现接棒 势头。截至目前,港股通医疗ETF华宝(159137)大涨超5%,高居全市场ETF实时涨幅榜第一,盘中该 ETF一度快速拉升超8%,表现强势。2026年以来,港股通医疗主题指数涨幅已超20%,足见"港股医 疗"近期的火热程度。2025年,港股通医疗主题指数全年的涨幅也达到48.20%。 港股医疗板块此前已历经了4年时间的充分调整,港股通医疗主题指数的点位及估值处在历史相对低 位。截至2025年末,指数点位较2021年历史高点回撤逾65%;市盈率(TTM)29.43倍,低于基日以来 65%以上时间区间。整体来看,港股通医疗主题指数的配置性价比较为突出。 ...
脑机接口概念大爆发!“高脑机含量”医疗器械ETF(159883)盘中净申购超1.81亿份,规模居同标的首位
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-05 06:20
港股医疗ETF(159366)紧密跟踪中证港股通医疗主题指数,1月5日午后,中证港股通医疗主题指数 (932069)强势上涨3.57%,成分股微创脑科学上涨23.19%,脑动极光-B上涨18.24%,昭衍新药港股涨 超13%,映恩生物-B,医脉通等个股跟涨。港股医疗ETF(159366)上涨5.34%。中证港股通医疗主题 指数从港股通范围内选取50只业务涉及医疗器械、医疗商业与服务、制药与生物科技服务等领域的上市 公司证券作为指数样本,全面覆盖港股医疗板块龙头,能够较为充分地分享港股医疗龙头企业的成长红 利。 (文章来源:21世纪经济报道) 国开证券指出,脑机接口、AI应用等医疗"硬科技"领域也是关注方向。脑机接口作为人工智能领域的前 沿技术,在政策的支持下,有望在医疗精神神经类疾病、康复及健康管理等领域加速拓展运用。同时, 2025年来国内外人工智能技术、产品及商业化运用均快速发展,医药行业作为其最重要的应用领域之 一,AI+医药/医疗的发展将大有可为,有望在药物研发、辅助诊断、服务等应用领域展现较大的发展潜 力,建议继续关注。 医疗器械ETF(159883)跟踪专注医疗器械细分板块的中证医疗器械指数,规模 ...
中证1000医药卫生指数报14247.06点,前十大权重包含昭衍新药等
Jin Rong Jie· 2025-08-26 08:24
Group 1 - The core index of the CSI 1000 Healthcare Index closed at 14247.06 points, with a one-month increase of 7.51%, a three-month increase of 25.91%, and a year-to-date increase of 32.65% [1] - The CSI 1000 Index series selects liquid and representative securities from each industry to form ten industry indices, providing diversified investment targets for investors [1] - The top ten holdings in the CSI 1000 Healthcare Index include: Borui Pharmaceutical (3.76%), Tonghua Golden Horse (2.77%), Zai Jian Pharmaceutical (2.39%), Furuide Co. (1.96%), Zhongsheng Pharmaceutical (1.83%), Rongchang Bio (1.69%), Zhaoyan New Drug (1.69%), Zuoli Pharmaceutical (1.62%), Anke Bio (1.61%), and Yipin Hong (1.46%) [1] Group 2 - The market share of the CSI 1000 Healthcare Index holdings is 54.86% from the Shanghai Stock Exchange and 45.14% from the Shenzhen Stock Exchange [1] - The industry composition of the CSI 1000 Healthcare Index includes: Chemical drugs (34.72%), Medical devices (20.46%), Traditional Chinese medicine (16.77%), Biological drugs (14.77%), Medical commerce and services (7.27%), and Pharmaceutical and biotechnology services (6.01%) [2] - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December, and can be adjusted temporarily under special circumstances [2]
中证香港100医药卫生指数报1132.15点,前十大权重包含药明生物等
Jin Rong Jie· 2025-08-14 07:54
Group 1 - The core viewpoint of the article highlights the significant performance of the China Securities Hong Kong 100 Healthcare Index, which has seen a remarkable increase of 21.00% in the past month, 52.68% in the past three months, and 95.84% year-to-date [1] - The index is categorized based on the China Securities industry classification standards, with a base date of December 31, 2004, and a base point of 1000.0 [1] - The index is fully composed of securities listed on the Hong Kong Stock Exchange, with the chemical drugs sector accounting for 54.75%, biopharmaceuticals for 18.73%, pharmaceutical and biotechnology services for 14.45%, and medical commerce and services for 12.07% [1] Group 2 - The index samples are adjusted biannually, specifically on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments under special circumstances [2] - Adjustments to the index samples occur in response to changes in the parent index, special events affecting industry classification, or the delisting of sample companies [2]
中证香港100医药卫生指数报1095.17点,前十大权重包含石药集团等
Jin Rong Jie· 2025-08-08 07:47
Core Viewpoint - The China Securities Hong Kong 100 Pharmaceutical and Health Index has shown significant growth, with a year-to-date increase of 89.44% and a recent one-month increase of 20.84% [1]. Group 1: Index Performance - The China Securities Hong Kong 100 Pharmaceutical and Health Index reported a value of 1095.17 points [1]. - The index has increased by 44.95% over the past three months [1]. - The index is based on a sample of securities classified according to the China Securities industry classification standards, with a base date of December 31, 2004, set at 1000.0 points [1]. Group 2: Index Composition - The index is fully composed of securities listed on the Hong Kong Stock Exchange, with a 100.00% allocation [1]. - The composition by industry includes: - Chemical drugs: 55.11% - Biological drugs: 18.62% - Pharmaceutical and biotechnology services: 14.56% - Medical commerce and services: 11.71% [1]. Group 3: Index Adjustment Mechanism - The index samples are adjusted biannually, specifically on the next trading day following the second Friday of June and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]. - Adjustments occur in response to changes in the parent index, special events affecting industry classification, or the delisting of sample companies [2].
中证香港100医药卫生指数报1134.87点,前十大权重包含药明生物等
Jin Rong Jie· 2025-08-06 07:44
Core Viewpoint - The China Securities Hong Kong 100 Pharmaceutical and Health Index has shown significant growth, with a 22.21% increase over the past month, 41.09% over the past three months, and a remarkable 96.31% year-to-date [1]. Group 1: Index Performance - The China Securities Hong Kong 100 Pharmaceutical and Health Index is currently at 1134.87 points [1]. - The index is classified based on the China Securities Industry Classification Standard, with a base date of December 31, 2004, set at 1000.0 points [1]. Group 2: Market Composition - The index is fully composed of stocks listed on the Hong Kong Stock Exchange, with a 100.00% allocation [1]. - The industry composition of the index includes: - Chemical drugs: 54.47% - Biological drugs: 19.42% - Pharmaceutical and biotechnology services: 14.91% - Medical commerce and services: 11.20% [1]. Group 3: Index Adjustment Mechanism - The index samples are adjusted biannually, specifically on the next trading day following the second Friday of June and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments under special circumstances [2].
中证港股通医疗主题指数上涨2.58%,前十大权重包含国药控股等
Sou Hu Cai Jing· 2025-08-05 11:12
Core Viewpoint - The China Securities Index for Hong Kong Stock Connect Medical Theme has shown significant growth, with a year-to-date increase of 58.75% [1] Group 1: Index Performance - The index rose by 2.58% to 1088.62 points, with a trading volume of 19.47 billion [1] - Over the past month, the index has increased by 16.48%, and over the last three months, it has risen by 31.51% [1] Group 2: Index Composition - The index comprises 50 listed companies involved in medical devices, medical services, pharmaceuticals, and biotechnology [1] - The top ten weighted companies in the index include WuXi Biologics (15.03%), JD Health (10.75%), and WuXi AppTec (6.59%) [1] Group 3: Sector Allocation - The index's holdings are entirely from the Hong Kong Stock Exchange [2] - The sector breakdown of the index includes: Pharmaceuticals and Biotechnology Services (33.30%), Medical Services (32.85%), Medical Devices (12.81%), Chemical Drugs (12.34%), and Biological Drugs (8.70%) [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with changes implemented on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special adjustments made under certain circumstances [2]
中证香港100医药卫生指数报1100.25点,前十大权重包含信达生物等
Jin Rong Jie· 2025-08-05 07:41
Group 1 - The core viewpoint of the news is that the China Securities Hong Kong 100 Pharmaceutical and Health Index has shown significant growth, with a year-to-date increase of 90.32% [1] - The index has risen by 18.48% in the past month and 36.79% in the last three months, indicating strong performance in the pharmaceutical sector [1] - The index is composed entirely of securities listed on the Hong Kong Stock Exchange, with a base date of December 31, 2004, and a base point of 1000.0 [1] Group 2 - The index sample is adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, but can be temporarily modified under special circumstances [2] - Adjustments to the index sample occur in response to events such as delistings, mergers, or changes in industry classification [2]
中证1000医药卫生指数报13651.50点,前十大权重包含昭衍新药等
Jin Rong Jie· 2025-08-04 08:32
Core Insights - The CSI 1000 Healthcare Index has shown significant growth, with a 13.89% increase over the past month, 24.30% over the last three months, and 27.10% year-to-date [1] Group 1: Index Performance - The CSI 1000 Healthcare Index is currently at 13651.50 points [1] - The index is designed to provide a diversified investment option by selecting liquid and representative securities from each industry [1] Group 2: Index Holdings - The top ten weighted stocks in the CSI 1000 Healthcare Index include: - Borui Pharmaceutical (3.51%) - Tonghua Golden Horse (2.65%) - Zai Lab (2.51%) - Zhongsheng Pharmaceutical (1.75%) - Zhaoyan New Drug (1.70%) - Anke Biotechnology (1.66%) - Yipinhong (1.63%) - Zuoli Pharmaceutical (1.59%) - Furuide (1.39%) - Dongcheng Pharmaceutical (1.33%) [1] - The index's market distribution shows that the Shanghai Stock Exchange accounts for 55.62%, while the Shenzhen Stock Exchange accounts for 44.38% [1] Group 3: Industry Composition - The industry composition of the CSI 1000 Healthcare Index is as follows: - Chemical drugs: 36.28% - Medical devices: 19.30% - Traditional Chinese medicine: 17.00% - Biological drugs: 14.30% - Medical commerce and services: 7.16% - Pharmaceutical and biotechnology services: 5.94% [2] Group 4: Sample Adjustment - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - In special circumstances, the index may undergo temporary adjustments [2] - When a sample company is delisted, it will be removed from the index, and any mergers, acquisitions, or splits will be handled according to maintenance guidelines [2]
中证香港100医药卫生指数报1091.30点,前十大权重包含百济神州等
Jin Rong Jie· 2025-08-04 07:38
Core Points - The China Securities Hong Kong 100 Pharmaceutical and Health Index (H100 Pharmaceutical, L11185) reported a significant increase, with a 20.90% rise over the past month, 36.74% over the past three months, and an impressive 88.77% year-to-date [1] Group 1 - The index is classified according to the China Securities industry classification standards, with all securities in each industry forming the corresponding industry index sample [1] - The base date for the index is December 31, 2004, with a base point of 1000.0 [1] - The index is fully composed of stocks listed on the Hong Kong Stock Exchange, with a 100.00% allocation [1] Group 2 - The composition of the H100 Pharmaceutical Index includes 54.55% in chemical drugs, 19.02% in biological drugs, 15.26% in pharmaceutical and biotechnology services, and 11.18% in medical commerce and services [1] - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]