2025年7月11日，创新药企ETF(560900)盘中涨超2%，截至13:14，该基金盘中换手11.19%，市场交投活 跃。跟踪指数中证创新药产业指数(931152)强势上涨1.85%，成分股凯莱英(002821)上涨10.00%，药明康 德(603259)上涨9.99%，博瑞医药(688166)上涨8.56%，特宝生物(688278)，康龙化成(300759)等个股跟 涨。 消息面上，7月10日晚间，药明康德发布2025年半年度业绩预告，预计上半年实现营收约207.99亿元， 同比增长约20.64%；预计实现归属于股东净利润约85.61亿元，同比增长约101.92%。经调整归母净利润 约63.15亿元，同比增长约44.43%；扣非后净利润约55.82亿元，同比增长约26.47%。 截至2025年7月10日，创新药企ETF(560900)近1周累计涨幅居可比基金第一。创新药企ETF(560900)近3 月规模增长470.91万元，近半年份额增长800.00万份，均实现显著增长。 主动管理方面，摩根新兴动力基金（A类：377240 C类：014642）从长期视角争取把握新兴产业趋势； 摩根智慧互联基金（A类： ...

Market Overview - The Shanghai Composite Index fell by 0.13% to close at 3493.05 points, with a daily high of 3512.67 points [1] - The Shenzhen Component Index decreased by 0.06% to 10581.8 points, reaching a high of 10656.58 points [1] - The ChiNext Index rose by 0.16% to close at 2184.67 points, with a peak of 2204.64 points [1] ETF Market Performance - The median return of stock ETFs was -0.14% [2] - The highest performing scale index ETF was Huatai-PB CSI A100 ETF with a return of 0.71% [2] - The top industry index ETF was E Fund CSI 300 Healthcare ETF, yielding 1.36% [2] - The best strategy index ETF was Southern S&P China A-share Large Cap Dividend Low Volatility 50 ETF, returning 0.67% [2] - The leading thematic index ETF was China Tai CSI Hong Kong-Shanghai Innovation Drug Industry ETF, achieving a return of 1.98% [2] ETF Performance Rankings - The top three ETFs by return were: - Guotai CSI Hong Kong-Shanghai Innovation Drug Industry ETF (1.98%) - Guotai CSI Film and Television Theme ETF (1.51%) - Huatai-PB CSI Hong Kong-Shanghai Innovation Drug Industry ETF (1.45%) [5] - The three ETFs with the largest declines were: - Huaan CSI Hong Kong-Shanghai Gold Industry Stock ETF (-2.25%) - Yongying CSI Hong Kong-Shanghai Gold Industry Stock ETF (-2.15%) - Huaxia CSI Fine Nonferrous Metal Industry Theme ETF (-2.13%) [6] ETF Fund Flows - The top three ETFs by inflow were: - Huaxia SSE STAR 50 ETF (inflow of 594 million) - Jiashi SSE STAR Chip ETF (inflow of 453 million) - Guolianan CSI All-Index Semiconductor Products and Equipment ETF (inflow of 346 million) [8] - The three ETFs with the largest outflows were: - E Fund ChiNext ETF (outflow of 547 million) - Huatai-PB CSI A500 ETF (outflow of 440 million) - E Fund SSE 300 ETF Initiated (outflow of 296 million) [9] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia SSE STAR 50 ETF (5.91 billion) - Guolianan CSI All-Index Semiconductor Products and Equipment ETF (2.31 billion) - Guotai CSI All-Index Securities Company ETF (2.1 billion) [11] - The highest margin selling amounts were: - Huatai-PB SSE 300 ETF (22.42 million) - GF CSI 1000 ETF (14.59 million) - Southern CSI 500 ETF (7.91 million) [12] Industry Insights - Industrial trends in the innovative pharmaceutical sector remain strong, with a focus on "innovation + internationalization" as a core direction supported by policies and enhanced global competitiveness [13] - The innovative pharmaceutical supply chain is showing signs of improvement, with overseas orders and performance recovering, and domestic business demonstrating self-controllable logic [13] - The demand in the domestic market is expected to recover by 2025, with potential growth in the consumption medical field [13] - The medical device sector is also anticipated to see improvements by 2025 [13] - The innovative pharmaceutical industry is projected to reach a turning point in 2025 [14]

截至2025年7月4日 13:43，创新药企ETF(560900)上涨1.14%，盘中换手12.11%，市场交投活跃。跟踪指 数中证创新药产业指数(931152)上涨0.95%，成分股神州细胞(688520)上涨19.31%，荣昌生物(688331)上 涨10.54%，奥赛康(002755)上涨10.00%，君实生物(688180)上涨6.88%，华海药业(600521)上涨5.14%。 伴随AI驱动新一轮科技浪潮的兴起，摩根资产管理整合旗下"全球视野投科技"产品线，从主动管理到被 动投资产品，助力投资者从全球视野布局优质科技企业，把握时代浪潮下的投资机遇。 主动管理方面，摩根新兴动力基金（A类：377240 C类：014642）从长期视角争取把握新兴产业趋势； 摩根智慧互联基金（A类：001313 C类：016919）聚焦人工智能相关领域机会；摩根动力精选基金（A 类：006250 C类：013137）关注新能源车产业链、人形机器人等领域；摩根慧选成长基金（A类： 008314 C类：008315），布局A+H优质成长企业；摩根太平洋科技基金（PRC人民币对冲（累计） 968061，PRC人民币（累计）96 ...

一、证券市场回顾 南财金融终端数据显示，昨日(7月3日,下同)上证综指日内上涨0.18%，收于3461.15点，最高3463.62点； 深证成指日内上涨1.17%，收于10534.58点，最高10546.74点；创业板指日内上涨1.9%，收于2164.09 点，最高2168.61点。 二、ETF市场表现 1、股票型ETF整体市场表现 昨日股票型ETF收益率中位数为0.5%。其中按照不同分类，规模指数ETF中万家创业板50ETF收益率最 高，为2.45%；行业指数ETF中广发中证全指信息技术ETF收益率最高，为1.74%；策略指数ETF中中金 MSCI中国A股国际质量ETF收益率最高，为1.01%；风格指数ETF中嘉实中证新兴科技100策略ETF收益 率最高，为2.55%；主题指数ETF中华泰柏瑞中证沪港深创新药产业ETF收益率最高，为3.6%。 2、股票型ETF涨跌幅排行 昨日股票型ETF涨幅最高的3只ETF及其收益率分别为：华泰柏瑞中证沪港深创新药产业ETF(3.6%)、华 夏中证5G通信主题ETF(3.3%)、银华中证5G通信主题ETF(3.06%)。涨幅前10详情见下表: 昨日股票型ETF跌幅最大的3只 ...

Group 1 - The core viewpoint is that the pharmaceutical and biotechnology industry is currently focused on innovative drugs and AI healthcare, with the latter showing strong performance due to the launch of Ant Group's AI health application AQ [1] - The chemical pharmaceutical sub-sector has the highest monthly return at 4.59%, outperforming the CSI 300 index which has a return of 2.45%. However, its weekly return ranks sixth with a change of 0.71%, compared to the CSI 300's -1.24% [1] - The valuation of the pharmaceutical and biotechnology industry is at a historically low level, with a current PE (TTM) of 27.69 times, compared to a 5-year historical average PE of 30.91 times [1] Group 2 - The Guotai Innovation Drug ETF tracks the SHS Innovation Drug (RMB) Index, which focuses on listed companies involved in the research, production, and sales of innovative drugs across the Shanghai, Shenzhen, and Hong Kong markets [1] - The index covers sectors such as biomedicine and chemical pharmaceuticals, emphasizing companies with core innovation capabilities and high growth potential, reflecting the overall performance of the innovative drug industry chain [1] - Investors without stock accounts can consider the Guotai CSI Hong Kong-Shenzhen Innovation Drug Industry ETF Initiated Link A (014117) and Link C (014118) [1]

一、证券市场回顾 南财金融终端数据显示，昨日(7月1日,下同)上证综指日内上涨0.39%，收于3457.75点，最高3459.59点； 深证成指日内上涨0.11%，收于10476.29点，最高10483.33点；创业板指日内下跌0.24%，收于2147.92 点，最高2152.92点。 二、ETF市场表现1、股票型ETF整体市场表现 昨日股票型ETF收益率中位数为0%。其中按照不同分类，规模指数ETF中景顺长城中证500增强策略 ETF收益率最高，为1.03%；行业指数ETF中华安中证银行ETF收益率最高，为1.65%；策略指数ETF中 华夏中证红利低波动ETF收益率最高，为1.14%；风格指数ETF中招商中证银行AH价格优选ETF收益率 最高，为1.7%；主题指数ETF中富国中证沪港深创新药产业ETF收益率最高，为5.88%。 2、股票型ETF涨跌幅排行 昨日股票型ETF涨幅最高的3只ETF及其收益率分别为：富国中证沪港深创新药产业ETF(5.88%)、国泰 中证沪港深创新药产业ETF(3.9%)、工银瑞信上证科创板生物医药ETF(3.18%)。涨幅前10详情见下表: | 美别 | 代码 | 基金名称 | ...

Group 1 - The core viewpoint highlights the significant growth and performance of the innovative pharmaceutical ETF (560900), which has seen a 1.64% increase and is experiencing active trading with a turnover of 12.59% and a transaction volume of 4.4435 million yuan [1] - The CSI Innovative Pharmaceutical Industry Index (931152) has also shown strong performance, rising by 1.83%, with notable increases in constituent stocks such as Rongchang Bio (688331) up 10.28%, Zai Lab (688266) up 6.28%, and Yifan Pharmaceutical (002019) up 5.77% [1] - As of June 30, the innovative pharmaceutical ETF (560900) has seen a significant increase in shares by 500,000, ranking first among comparable funds [1] Group 2 - According to Guojin Securities, the global competitiveness of innovative drugs is becoming more prominent, with accelerated external licensing and a trend towards profitability in the industry [1] - The number and quality of new drug approvals in China have continued to improve since the beginning of 2025, with an increasing pace of commercialization for innovative drugs and the introduction of internationally leading new drugs into China [1] - The innovative pharmaceutical sector, which has experienced several years of stagnation, is now considered to be in a value trough [1] Group 3 - The rise of AI is driving a new wave of technological advancements, prompting Morgan Asset Management to integrate its "Global Vision Investment Technology" product line to assist investors in strategically positioning themselves in quality tech companies [1] - Morgan's actively managed funds focus on emerging industry trends, including the Morgan Emerging Power Fund and the Morgan Smart Connectivity Fund, which targets opportunities in artificial intelligence [2] - The passive investment options include the Morgan Hang Seng Technology ETF and the Morgan CSI Innovative Pharmaceutical Industry ETF, providing easy access to Chinese innovative pharmaceutical companies [2]

Group 1 - The core viewpoint of the articles highlights the strong performance of the Science and Technology Innovation Information Technology ETF Morgan, which has seen significant growth in both price and trading volume, reflecting the positive market sentiment towards AI and technology sectors [1][2] - The AI Agent market is projected to grow significantly, with an expected market size of $790 million by 2025 and $52.6 billion by 2030, indicating a compound annual growth rate of approximately 46% [2] - The Science and Technology Innovation Information Technology Index tracks 50 large-cap companies in the next-generation information technology sectors, including AI, cloud computing, and big data services, showcasing the overall performance of the technology industry on the Science and Technology Innovation Board [2] Group 2 - Morgan's actively managed funds focus on emerging industry trends, with specific funds targeting opportunities in AI, new energy vehicles, and quality growth enterprises [3] - The passive investment products offered by Morgan provide investors with easy access to technology assets in various markets, including Hong Kong and global tech leaders [3]

Group 1 - The core viewpoint of the news highlights the strong performance of the Science and Technology Innovation Information Technology ETF Morgan (588770), which has seen a 2.02% increase, marking its third consecutive rise, with a trading volume of 5.2522 million yuan [1] - The underlying index, the Shanghai Stock Exchange Science and Technology Innovation Board New Generation Information Technology Index (000682), has also shown robust growth, increasing by 2.16% [1] - Notable individual stocks within the index include Wealth Trend (688318) rising by 17.83%, Shengke Communication (688702) up by 8.21%, and Naxin Micro (688052) increasing by 7.18% [1] Group 2 - Over the past week, the Science and Technology Innovation Information Technology ETF Morgan (588770) has accumulated a 2.29% increase, ranking in the top third among comparable funds [2] - The Lujiazui Forum has introduced the "Science and Technology Innovation Board 1+6" reform package, which is expected to enhance the capital market reform efforts [2] - There is an anticipated increase in support for private science and technology enterprises in terms of financing and mergers and acquisitions, which is expected to catalyze leading technology companies with financing or investment needs [2] Group 3 - The Science and Technology Innovation Information Technology Index comprises 50 large-cap companies from sectors such as next-generation information networks, electronic core, emerging software, and new information technology services [2] - The rise of AI is driving a new wave of technological advancements, prompting Morgan Asset Management to integrate its "Global Vision Investment Technology" product line to help investors capitalize on quality technology companies globally [2] - Various actively managed funds focus on emerging industry trends, AI opportunities, and sectors like new energy vehicles and humanoid robots, while passive investment options include ETFs targeting technology assets in Hong Kong and innovative pharmaceutical companies in China [3]

一、证券市场回顾 南财金融终端数据显示，昨日(6月17日,下同)上证综指日内下跌0.04%，收于3387.4点，最高3393.31点； 深证成指日内下跌0.12%，收于10151.43点，最高10198.98点；创业板指日内下跌0.36%，收于2049.94 点，最高2063.08点。 二、ETF市场表现 1、股票型ETF整体市场表现 昨日股票型ETF收益率中位数为-0.15%。其中按照不同分类，规模指数ETF中工银瑞信国证2000ETF收 益率最高，为1.92%；行业指数ETF中易方达中证绿色电力ETF收益率最高，为1.04%；策略指数ETF中 富国中证中央企业红利ETF收益率最高，为0.72%；风格指数ETF中国寿安保国证创业板中盘精选88ETF 收益率最高，为0.68%；主题指数ETF中汇添富中证油气资源ETF收益率最高，为1.91%。 | 美别 | 代码 | 基金名称 | 涨跌幅(%) | | --- | --- | --- | --- | | 股票型 | 517380.SH | 天弘恒生沪深港创新药精选50ETF | -3.85% | | 股票型 | 159748.SZ | 富国中证沪港深创新药产业 ...