今日（7.23），港药继续飘红，可T+0交易的恒生生物科技ETF(513280)盘中大涨2%，现仍涨0.84%！资金面上，已连续 两日获资金净流入！值得注意的是，恒生生物科技ETF(513280)是同指数年内唯一净流入的ETF！ | 30સ્ત્ર 综合屏 F9 前复权 超级零加 画线 工具 © ② ાટસ્પ્ | = | | | 恒生生物科技ETF 1 | | 513280 | | --- | --- | --- | --- | --- | --- | --- | | RETF 2025/07/23 收 1.202 幅0.84%(0.010) 开 1.201 高 1.217 低 1.190 均四 | | | | .202 | | +0.010 +0.84% | | MA20 1.0951 MA60 0.9911 MA120 0.8941 MA250 0.7701 | | | (63日) / 63日) | SSE CNY 10:51:19 交易中 | | T+0 / 0 + | | .227 | | | | 净值走势 | | 汇添量恒生生物科技ETF | | 1.20 | | | | 委北 | -13.48 ...

恒生生物科技ETF(159615)紧密跟踪恒生生物科技指数，恒生生物科技指数旨在反映于香港上市最大的 50间生物科技公司之整体表现，包括在香港交易所透过上市规则第18A章上市的公司。该指数前十大权 重股分别为信达生物、药明生物、百济神州、康方生物、石药集团、中国生物制药、三生制药、巨子生 物、翰森制药、再鼎医药。 创新药ETF南方(159858)紧密跟踪中证创新药产业指数，中证创新药产业指数从主营业务涉及创新药研 发的上市公司证券中，选取不超过50只最具代表性上市公司证券作为指数样本，以反映创新药产业上市 公司证券的整体表现。指数前十大权重股分别为恒瑞医药、药明康德、科伦药业、华东医药、长春高 新、复星医药、百济神州、万泰生物、泰格医药、人福医药。 相关产品：恒生生物科技ETF(159615)；创新药ETF南方(159858)，场外联接(A：021097；C：021098)。 2025年7月23日，港股、A股创新药板块再度携手大涨，港股药明合联、乐普生物-B涨超12%，金斯瑞 生物科技、绿叶制药、药明生物等个股跟涨。A股康龙化成、博瑞医药涨超7%，凯莱英、九洲药业、 泰格医药等个股跟涨。 相关ETF——恒生生 ...

Group 1: Fund Management Changes - Yang Lin has been appointed as the new Chairman and legal representative of Zhongjia Fund, succeeding Xia Yuanyang who left due to work arrangements [1] - Wang Jing has taken over as the new General Manager of Mingya Fund, following the departure of former General Manager Ding Yue and Deputy General Manager Tu Jianzhong for personal reasons [2] - Yingda Fund has announced the dissolution of its supervisory board, becoming the first public fund company to do so, with the board's risk management and audit committee assuming the supervisory responsibilities [3] Group 2: Fund Manager Updates - Li Yuanbo has left his position as the manager of the Fortune Innovation Technology Mixed Fund, with Luo Qing appointed as the new manager; Luo has 8 years of experience in the securities industry [4] Group 3: ETF Market Overview - On July 16, the market experienced a slight decline with major indices showing minor drops; pharmaceutical stocks surged while PCB concept stocks adjusted [5] - Several Hong Kong stock-related ETFs saw increases of over 2%, including the Hang Seng Biotechnology ETF which rose by 2.28% to 1.168 [6][7] - Conversely, ETFs such as the S&P Biotechnology ETF and NASDAQ Biotechnology ETF fell by over 2%, with the S&P Biotechnology ETF decreasing by 2.34% to 0.919 [8] Group 4: ETF Thematic Opportunities - The Chinese internet industry is undergoing a deepening digital transformation, driven by new technologies such as AI, cloud computing, and smart vehicles; Tencent Cloud's AI-related revenue has seen rapid year-on-year growth [9] - The recovery in consumption and globalization is further expanding market opportunities for the Chinese internet sector, with potential focus on products like the China Concept Internet ETF [9]

ETF收盘涨跌不一，恒生生物科技ETF(159615)领涨2.28%，科创综指ETF嘉实(589300)涨2.16%，港股通 医疗ETF富国(159506)涨2.10%，标普生物科技ETF(159502)领跌2.34%，国投金融地产ETF(159933)跌 2.13%，纳指生物科技ETF(513290)跌2.06%。 ...

7 月 14 日，国内头部公募基金公司汇添富基金宣布董事长换届，东方证券副董事长、汇添富基金党委书记鲁伟铭接替李文出任新一任董事长。 | 基金管理人名称 | 汇添富基金管理股份有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管 理办法》《证券基金经营机构董事、监 事、高级管理人员及从业人员监督管理 | | | 办法》 | | 变更类型 | 新任基金管理公司董事长、离任基金管 | | | 理公司董事长 | 新帅鲁伟铭：东方证券 "元老" 接棒，履历暗藏战略线索 | 新任人员职务 | 重事长 | | --- | --- | | 新任人员姓名 | 鲁伟铭 | | 任职日期 | 2025 年 07 月 14 日 | | 过往从业经历 | 1994年7月至 1998年 3 月担任中国国 | | | 泰证券有限公司交易部业务员、交易 | | | 部经营处项目经理。1998年3月至 | | | 2022年3月曾任东方证券股份有限公 | | | 司交易总部证券投资部职员、副总经 | | | 理,证券投资业务总部高级投资经 | | | 理,固定收益业务总部总经理助理、 | | | 副总 ...

今日午后，港药大幅拉升，可T+0交易的恒生生物科技ETF(513280)大涨超2%，强势三连阳！资金面上，近5日有4日获资金净流 入！值得注意的是，恒生生物科技ETF(513280)是同类年内唯一净流入的ETF，最新规模亦创上市以来新高！ 该机构认为，短期内ADC、双抗领域交易有望延续，2025H2或有数项相关BD落地。中长期看，三抗、CAR-T、TCE、干细胞等平 台产品BD有望快速增多。疾病谱方面，MNC公司对于代谢内分泌、自身免疫产品购买意愿显著提升。考虑到成药确定性，对于 拥有丰富后期相关管线的创新药企有望持续受益。 中金研报称，长期看，中国创新药在经历跟随创新沉淀后，已经进入渐进式创新时代，开始具备国际竞争力；中期看，具备竞争 力的临床数据和MNC合作形式的BD事项是重要催化剂；短期看，围绕ASCO/ESMO学术会议重要数据披露/BD公布/国际化突破市 场天花板带来股价弹性。同时，一二级融资的便利，国际形势趋缓带来产业链CXO/科研上游等领域的衍生投资机会。 把握港股生物科技、创新药全产业链行情，认准恒生生物科技ETF（513280），创新药占比较高，分布相对均衡，不押注单一赛 道，胜率、锐度更强！ ...

Core Viewpoint - The pharmaceutical sector is experiencing a surge in sentiment due to the strong performance of leading CXO companies, leading to significant increases in related ETFs in both A-shares and Hong Kong stocks [1][2]. Group 1: CXO Company Performance - WuXi AppTec expects to achieve revenue of approximately 20.8 billion yuan in the first half of 2025, representing a year-on-year growth of about 20.64% [2]. - The net profit attributable to shareholders is projected to be around 8.56 billion yuan, showing a year-on-year increase of approximately 101.92% [2]. - The adjusted net profit is expected to be about 6.31 billion yuan, reflecting a year-on-year growth of approximately 44.43% [2]. - The company continues to focus on its unique "integrated, end-to-end" CRDMO business model, expanding new capabilities and optimizing production processes [2]. Group 2: Market Trends and Investment Sentiment - The global healthcare investment and financing amount is showing signs of recovery, with a projected growth rate of 25.3% in total financing for 2024 [2]. - The recovery in orders for CXO services is evident, with major companies reporting significant increases in their order backlogs [5][6]. - The trend of Chinese innovative drugs going global is gaining recognition in the capital market, indicating a strong future for the industry [6]. Group 3: ETF Performance - The Biopharmaceutical ETF (159839) has seen a rise of over 2%, with significant inflows for three consecutive days [1]. - The Hang Seng Biotechnology ETF (513280) increased by 1.5%, marking it as the only ETF tracking the Hang Seng Biotechnology Index to receive net inflows this year [7]. - The Biopharmaceutical ETF focuses on industry leaders, enhancing its potential for higher returns and volatility [7].

Core Viewpoint - The ETF performance in the first half of 2025 shows a stark contrast, with the Hong Kong innovative drug ETFs surging over 58%, while the photovoltaic industry ETFs faced a decline of over 11% [2][3]. Group 1: Performance of Innovative Drug ETFs - The top-performing ETFs are dominated by the pharmaceutical sector, particularly focusing on Hong Kong innovative drugs and biotechnology, indicating strong investor interest in the innovative drug field [3]. - The leading ETF, Huatai-PB Hong Kong Innovative Drug ETF, achieved a remarkable increase of 58.77%, with a scale of 7.802 billion [4]. - Other notable ETFs include Yinhua and Wanji's Hong Kong Innovative Drug ETFs, both exceeding 57% growth, showcasing significant capital involvement in the sector [4][5]. Group 2: Performance of Photovoltaic and Traditional Energy ETFs - In stark contrast, the coal and photovoltaic industry ETFs experienced significant declines, with the top loser, Guotai Zhongzheng Coal ETF, dropping by 12.28% [6][7]. - The photovoltaic ETFs collectively faced severe downturns, with all listed ETFs in this category recording declines exceeding 11%, reflecting the industry's adjustment pressures [7][8]. Group 3: Underlying Market Dynamics - The extreme market divergence reflects a sensitive response to changes in industry trends, driven by supportive policies for innovative drugs and the challenges faced by traditional energy and photovoltaic sectors [9]. - Recent policies from various government departments have provided robust support for the innovative drug industry, enhancing its development prospects [9][10]. - Conversely, the photovoltaic sector is grappling with overcapacity and financial losses, with expectations for a prolonged adjustment period before recovery [10]. Group 4: Future Outlook - The innovative drug market in China is projected to have significant growth potential, driven by low per capita medical spending and an aging population [11]. - The Hong Kong innovative drug sector is expected to continue its rapid development, supported by policy initiatives and advancements in research and commercialization [11][12]. - Long-term perspectives suggest that innovative drugs represent a "long slope, thick snow" sector, emphasizing the importance of distinguishing between thematic speculation and value growth [12].

Group 1 - The core viewpoint of the news highlights a significant rise in the innovative drug sector, with the Hang Seng Biotechnology ETF (513280) increasing by 3.5% and showing net inflows for 3 out of the last 5 days, making it the only ETF in its index with positive growth in shares this year [1][3] - The A-share innovative drug sector also saw gains, with the Biopharmaceutical ETF (159839) rising by 1.72% [1] - Notable stock performances include Kangfang Biotech rising over 14%, and other companies like Innovent Biologics and CSPC Pharmaceutical Group also showing significant increases [3] Group 2 - Kangfang Biotech announced the completion of the first patient enrollment in the Phase Ia clinical study for its dual-target ADC drug AK146D1, which targets Trop2 and Nectin4 for treating advanced solid tumors [3][4] - AK146D1 is the first dual-target ADC drug to enter clinical stages for Kangfang Biotech, having received approvals from the FDA, TGA, and the National Medical Products Administration for clinical trials [4] - The drug aims to enhance efficacy and reduce resistance and toxicity by targeting both Trop2 and Nectin4, which are promising tumor targets [4] Group 3 - New policies have been introduced to support the development of innovative drugs, including measures from the National Healthcare Security Administration and the National Health Commission aimed at enhancing the quality of innovative drug development [4][5] - The introduction of a commercial health insurance directory for innovative drugs is expected to expand market opportunities and incentivize pharmaceutical companies to increase R&D efforts [5][6] - The measures include optimizing drug directory access policies and promoting the global market development of innovative drugs [5] Group 4 - The Hang Seng Biotechnology ETF (513280) is noted for its high proportion of innovative drugs and is the only ETF in its category to have net inflows this year, with a year-to-date share change of 11.40% [7] - The ETF is also recognized for having the lowest management fees among Hong Kong pharmaceutical ETFs, making it an attractive option for investors [7] - The Biopharmaceutical ETF (159839) focuses on leading companies in the sector, emphasizing a higher concentration and potential for growth [7]

Group 1 - The average net value of QDII funds increased by 13.19% in the first half of the year, with significant performance from Hong Kong innovative drug sector funds, many of which saw net value increases exceeding 40% [1] - The top-performing QDII fund, Huatai-PB Hang Seng Innovation Drug ETF, achieved a remarkable 93.49% increase, followed by several other funds with gains over 50% [1] - QDII products related to European stock markets and gold also performed well, with net value increases surpassing 20% for funds like Huaan Germany DAX ETF and Jiashe Gold [1] Group 2 - Oil-related QDII funds experienced significant volatility in returns this year, with Brent crude oil prices dropping below $60 per barrel in April due to OPEC production increases and weak demand [2] - Following recent geopolitical tensions, international oil prices have rebounded, leading to a recovery in the returns of oil-related QDII funds, with Jiashe Oil seeing a 12.14% increase in net value since June [2] - Other oil-related ETFs, such as the Fuguo S&P Oil and Gas Exploration and Production Select Industry ETF, also reported net value increases exceeding 5% [2]