行业主题指数方面，港股医药强势回暖，相关指数集体"霸榜"，中证港股通创新药指数、恒生港股通创 新药指数等均涨超2%，恒生创新药ETF（159316）今日获1600万份净申购，显示出较高的资金关注 度。 | | 8月21日指数涨跌幅榜 | | | | | --- | --- | --- | --- | --- | | | 指數简称 | 单日涨跌幅 | 近5日涨跌幅 | 近5年估值分位 | | | 深主板50 | 0.84% | 3.90% | 81.1% | | 单日涨跌幅前三 | 中证A50 | 0.77% | 1.90% | 59.0% | | | 中证A100 | 0.61% | 2.14% | 98.3% | | 宽基指数 | 上证580 | -0.91% | 3.97% | 100.0% | | 单日涨跌幅后三 | 科创200 | -1.33% | 4.94% | 99.6% | | | 科创100 | -1.52% | 5.26% | 46.0% | | | 中证港股通创新药 | 2.57% | 1.25% | 20.2% | | 单日涨跌幅前三 | 国语:能后通到鲜经 | 2.55% | 1.78 ...

截至午间收盘，沪深300医药卫生指数上涨1.2%，中证港股通医药卫生综合指数上涨1.1%，恒生港股通创新药指数、中证生物科技主题指数均上 涨0.7%，中证创新药产业指数上涨0.01%。恒生创新药ETF（159316）半日获1100万份净申购，截至昨日，该产品最新规模突破15亿元，创历史新 高。 （文章来源：每日经济新闻） | 恒生创新药ETF ONLY | | | 159316 | | --- | --- | --- | --- | | 跟踪恒生港股通创新药指数 | | | | | | | | ··· /////////// | | 该指数聚焦港股创新药龙 | 截至午间收盘 | 该指数 | 该指数 | | 头,由不超过40只业务涉 | 该指数涨跌 | 滚动市盈率 | | | 及创新药研究、开发及生 | | | | | 产的港股通股票组成,汇 | 0.7% | 56.2倍 | 2023年7月10日 | | 聚港股前沿创新药企业。 | | | 友布 | | 港股通医药ETF(NO] | | | 513200 | | 跟踪中证港股通医药卫生综合指数 | | | | | | | | ··· | | 该指数聚焦港股医疗 ...

Group 1 - The index focuses on leading innovative drug companies in the A-share market, consisting of no more than 50 stocks primarily involved in innovative drug research and development [4] - As of the midday close, the index has decreased by 1.5%, with a rolling price-to-earnings ratio of 53.3 times and a valuation increase of 80.9% since its launch [5] - The biotechnology ETF tracks the China Securities Biotechnology Theme Index, which also focuses on leading biotechnology companies in the A-share market, comprising stocks related to gene diagnosis, biopharmaceuticals, blood products, and other human biotechnology [6][7] Group 2 - The pharmaceutical ETF tracks the CSI 300 Healthcare Index, focusing on leading companies in the A-share pharmaceutical and healthcare sector, covering segments such as chemical pharmaceuticals, medical services, and medical devices [9] - As of the midday close, this index has decreased by 0.4%, with a rolling price-to-earnings ratio of 31.1 times and a valuation increase of 48.5% since its launch [10]

Market Performance - The China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index increased by 1.5% [1] - The Hang Seng Hong Kong Stock Connect Innovative Drug Index rose by 1.3% [1] - The China Securities Biotechnology Theme Index and the China Securities Innovative Drug Industry Index both saw an increase of 0.7% and 0.5% respectively [1] - The CSI 300 Pharmaceutical and Health Index grew by 0.6% [1] - The Hang Seng Innovative Drug ETF (159316) experienced a net subscription of 18 million units, reaching a record high of 1.26 billion yuan [1] Index Details - The Biotechnology ETF tracks the China Securities Biotechnology Theme Index, which focuses on leading A-share biotechnology companies involved in gene diagnosis, biopharmaceuticals, blood products, and other human biotechnology [4] - The rolling price-to-earnings (P/E) ratio for the Biotechnology Theme Index is 55.3 times, with a valuation percentile of 0.7% [5] - The Pharmaceutical ETF tracks the CSI 300 Pharmaceutical and Health Index, covering major companies in the pharmaceutical and health sector, including chemical pharmaceuticals, medical services, and medical devices [6][7] - The rolling P/E ratio for the CSI 300 Pharmaceutical and Health Index is 30.7 times, with a valuation percentile of 45.7% [7] ETF Characteristics - The Hang Seng Innovative Drug ETF is the only ETF tracking the innovative drug index, with a low management fee of 0.15% per year and a custody fee of 0.05% per year [9]

Group 1 - The Hong Kong innovative drug sector is experiencing significant growth, with the Hang Seng Hong Kong Stock Connect Innovative Drug Index rising by 4.1% as of 14:55, and notable increases in individual stocks such as CanSino Biologics-B up over 9%, Innovent Biologics up over 8%, and Lepu Biopharma-B up over 7% [1] - The National Healthcare Security Administration announced the approval of 534 drugs for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug list, marking a record high. Additionally, 121 out of 141 drugs in the newly established commercial insurance innovative drug list passed the review, achieving a pass rate of over 80% [1] - The innovative drug payment system is rapidly taking shape, attracting market attention towards investment opportunities in the industry. The recent revision of the Hang Seng Hong Kong Stock Connect Innovative Drug Index excludes CXO companies, resulting in a "pure" innovative drug index with a 100% purity rate [1] Group 2 - The Hang Seng Innovative Drug ETF (159316) is currently the only product tracking this index, with a net inflow of 540 million yuan in the past month, doubling its size to 1.17 billion yuan compared to a month ago, providing investors with precise opportunities for industry development [2]

Core Insights - The Hong Kong innovative drug sector experienced a rebound after a dip, with the Hang Seng Innovative Drug Index down by 1.2% as of 14:00, while the Hang Seng Innovative Drug ETF (159316) saw a net subscription of 20 million units, indicating strong investor interest [1] Industry Overview - The Insight database released a list of the top 50 drug sales for the first half of 2025, highlighting that GLP-1 class drugs dominate the market and are a key driver of industry growth [1] - BeiGene's self-developed BTK inhibitor, Zebutine, ranked 46th on the sales list, marking the first time a domestic innovative drug has entered this ranking [1] Investment Opportunities - The commercialization process for innovative drugs is accelerating, presenting potential investment opportunities in related products [1] - Recent revisions to the Hang Seng Innovative Drug Index's compilation scheme have removed CXO companies, focusing solely on innovative drug firms, resulting in a "pure" index with 100% focus on innovative drugs [1] - Backtesting data shows that since the index's release on July 10, 2023, it has achieved higher annualized returns and Sharpe ratios following the adjustments [1] - The Hang Seng Innovative Drug ETF (159316) is currently the only product tracking this index, providing a unique opportunity for investors to easily access leading innovative drug companies [1]

Group 1 - The Hang Seng Hong Kong Stock Connect Innovative Drug Index fell by 1.5%, while the CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index decreased by 1.3% as of midday close [1] - The recent revision of the Hang Seng Hong Kong Stock Connect Innovative Drug Index explicitly excludes CXO companies, focusing solely on core innovative drug companies, making it one of the first indices with a "purity" of 100% for innovative drugs tracked by ETFs [1] Group 2 - The CSI 300 Pharmaceutical and Health Index focuses on leading A-share companies in the pharmaceutical sector, covering chemical pharmaceuticals, medical services, and medical devices [4] - Since its inception in December 2007, the CSI 300 Pharmaceutical and Health Index has a valuation percentile of 30.2 times [4]

Group 1 - The Hong Kong innovative drug sector experienced a decline, with the Hang Seng Innovative Drug Index dropping by 1.2% as of 14:45, while the Hang Seng Innovative Drug ETF (159316) saw a net subscription of 40 million units during the day [1] - Recent data from Wind indicates that the scale of the Hang Seng Innovative Drug ETF has increased by over 110% in the past month, reaching a historical high [1] - On August 6, Heng Rui Medicine announced that its product, injection of Rui Kang Qu Mo Zhuan Tan combined with A De Bei Li injection and chemotherapy for gastric cancer or gastroesophageal junction adenocarcinoma, received orphan drug designation from the FDA [1] Group 2 - On the same day, Di Zhe Medicine announced that its product DZD8586 received "Fast Track Designation" from the FDA [1] - According to a report from Industrial Securities, the innovative drug sector's prosperity is sustainable, with the trend of "innovation + internationalization" remaining a core direction for the pharmaceutical sector, supported by ongoing policies and expected global competitiveness [1] - The Hang Seng Innovative Drug Index recently announced a revision to its compilation scheme, explicitly excluding CXO companies and focusing on core innovative drug companies, with the new rules set to take effect on August 11 [1] Group 3 - The revised index will become one of the first "pure" innovative drug indices with 100% purity among the ETFs it tracks, providing investors with a convenient way to invest in leading innovative pharmaceutical companies [1]

Market Performance - The CSI Cloud Computing and Big Data Theme Index increased by 1.2% [1] - The CSI Artificial Intelligence Theme Index rose by 0.5% [1] - The National Robot Industry Index decreased by 0.3% [1] - The Hang Seng Hong Kong Stock Connect Innovative Drug Index fell by 1.2% [1] - The CSI New Energy Index dropped by 3.1% [1] Company Developments - Alibaba Health launched an AI medical assistant named "Hydrogen Atom," which integrates millions of core medical journal articles and supports authoritative guideline access, semantic search, AI summarization, full-text translation, and intelligent Q&A [1] - The AI assistant is designed to help clinical medical workers and researchers quickly find necessary information, enhancing medical learning and research efficiency [1] Index Overview - The Artificial Intelligence ETF tracks the CSI Artificial Intelligence Theme Index, which comprehensively covers the AI industry chain, including upstream infrastructure, midstream models, and downstream applications [2] - The Robot ETF tracks the National Robot Industry Index, which covers the entire robot industry chain, with humanoid robots making up 53% of the index [2] - The Cloud Computing ETF tracks the CSI Cloud Computing and Big Data Theme Index, focusing on the cloud computing industry and related services [3] - The Innovative Drug ETF tracks the Hang Seng Hong Kong Stock Connect Innovative Drug Index, which includes stocks involved in innovative drug research, development, and production [3] - The New Energy ETF tracks the CSI New Energy Index, covering the new energy industry chain, including lithium batteries, photovoltaics, wind power, hydropower, and nuclear power [3]

Group 1 - The core viewpoint of the news highlights the performance of various healthcare indices, with the CSI Hong Kong Stock Connect Healthcare Index rising by 2%, the CSI 300 Healthcare Index increasing by 1.7%, and the Hang Seng Hong Kong Stock Connect Innovative Drug Index up by 1.5% [1][4][11] - The CSI Hong Kong Stock Connect Healthcare Index focuses on leading companies in the Hong Kong healthcare sector, comprising 50 stocks from medical devices, biopharmaceuticals, chemical drugs, and other healthcare-related industries [3] - The CSI Innovative Drug Industry Index targets leading A-share innovative drug companies, consisting of no more than 50 stocks involved in innovative drug research and development [6] - The CSI Biotechnology Theme Index centers on leading A-share biotechnology companies, including no more than 50 stocks related to gene diagnostics, biopharmaceuticals, blood products, and other human biotechnology [8] - The CSI 300 Healthcare Index encompasses leading A-share healthcare companies, covering segments such as chemical pharmaceuticals, medical services, and medical devices [10]