恭喜！T+0全球交易权限现已为您开通>> ETF午间收盘涨跌不一，矿业ETF(159690)领涨1.70%，黄金股票ETF(159321)涨1.54%，大宗商品 ETF(510170)涨1.37%，生物疫苗ETF(562860)领跌1.67%，金融科技ETF(516860)跌1.67%，金融科技 ETF(159851)跌1.56%。 ...

Core Viewpoint - The biopharmaceutical and vaccine sector is experiencing growth driven by new drug approvals and increasing demand for vaccines, particularly in the context of an aging population and rising health awareness in China [2][3]. Group 1: Market Performance - As of May 30, 2025, the National Vaccine and Biotechnology Index (980015) increased by 0.44%, with notable gains from companies such as Jinbo Biotechnology (5.61%), Fosun Pharma (5.23%), and Zhaoyan New Drug (5.12%) [1]. - The Biopharmaceutical ETF (159657) rose by 0.64%, with the latest price at 0.63 yuan [2]. Group 2: New Drug Approvals - On May 29, the National Medical Products Administration released approvals for 11 new drugs, covering areas such as oncology and metabolic diseases, involving several domestic pharmaceutical companies [2]. - The approval of new drugs is expected to contribute positively to the performance of related companies [3]. Group 3: Industry Growth Potential - The demand for shingles vaccines is projected to grow significantly, with the Chinese market expanding from 0 in 2015 to 600 million yuan in 2021, and expected to reach 10.8 billion yuan by 2025 [2]. - Globally, the market for shingles vaccines is also expanding, with low vaccination rates in many countries indicating substantial future growth potential [2]. - Domestic vaccines are emerging, with two out of four globally approved shingles vaccines already available in China, suggesting increased market options and further industry development [2]. Group 4: Index Composition - The National Vaccine and Biotechnology Index (980015) consists of 50 companies involved in the biotechnology sector, reflecting the overall performance of quality listed companies in the industry [3]. - As of April 30, 2025, the top ten weighted stocks in the index include Fosun Pharma, Changchun High-tech, and Wantai Biological Pharmacy, collectively accounting for 63.18% of the index [3].

5月20日，A股三大指数集体翻红，医药板块表现强势。 相关ETF方面，生物医药ETF（159859）截至发稿涨2.31%，成交额超1.57亿元，换手率4.39%，盘中交 投活跃。成分股中，荣昌生物涨超9%，华熙生物、泰格医药涨超5%。 创新药沪港深ETF（517380）截至发稿涨2.26%，成交额超273万元，换手率0.71%。成分股中，华海药 业涨停，瀚森制药、联邦制药涨超6%。 消息面上，三生国健与辉瑞签署双特异性抗体产品许可协议。5月20日，三生国健发布公告，公告中提 到公司与关联方三生制药和沈阳三生共同签署了一份许可协议，涉及与辉瑞公司在全球范围内的独家开 发、生产和商业化许可产品707项目。根据协议，三生制药将获得12.5亿美元不可退还且不可抵扣的首 付款，以及最高可达48亿美元的开发、监管批准和销售里程碑付款。公司还将根据授权地区的产品销售 额收取两位数百分比的梯度销售分成。此外，辉瑞将于协议生效日认购三生制药价值1亿美元的普通股 股份。 此外，据ASCO官网，2025年ASCO年会由美国临床肿瘤学会主办，将于2025年5月30日至6月3日在美国 伊利诺伊州芝加哥市举行，它被公认为全球最重要的肿瘤 ...

5月20日，三大指数集体高开，盘中走势各异，医药生物板块高开强势，中证疫苗与生物技术指数 (931992.CSI)上涨1.84%，该指数成分股中，三生国健"20cm"涨停，未名医药涨停，益方生物上涨超 7%，荣昌生物、神州细胞、康华生物、智飞生物等跟涨。 相关ETF方面，生物疫苗ETF（562860）上涨近2%，截至5月19日，该ETF流通份额为4.21亿份，最新流 通规模为2.56亿元。 消息面上，三生国健与辉瑞签署双特异性抗体产品许可协议。5月20日，三生国健发布公告，公告中提 到公司与关联方三生制药和沈阳三生共同签署了一份许可协议，涉及与辉瑞公司在全球范围内的独家开 发、生产和商业化许可产品707项目。 生物疫苗ETF（562860）跟踪中证疫苗与生物技术指数，中证疫苗与生物技术指数在沪深市场中选取不 超过50家业务涉及疫苗研发、疫苗生产、疫苗耗材、疫苗生产设备以及其他生物科技领域上市公司证券 作为样本，以反映沪深市场疫苗与生物技术主题上市公司证券的整体表现。 国信证券认为，2025年生物疫苗行业将面临显著分化，创新药板块步入快速放量期，国内外商业化与对 外授权齐发力，推动营收增长并加快盈利转折。然而， ...