金融界6月12日消息，周四，港股集体低开，盘面上，创新药概念回暖，截至10：25，恒生生物科技 ETF（159615）涨2.14%，盘中换手率超47%，成交额超1.38亿元。拉长时间来看，该基金年内至今已涨 超58%！ 热门个股方面，中国生物制药涨超15%，再鼎医药涨超9%，绿叶制药涨超8%，云顶新耀、博 安生物、远大药业等涨超6%。 消息面上，近日，中共中央办公厅、国务院办公厅联合印发《关于进一 步保障和改善民生 着力解决群众急难愁盼的意见》。 《意见》提出"实施医疗卫生强基工程"，完善基 本医保药品目录调整机制，并制定商业健康保险创新药品目录。 东吴证券认为，国产创新药在全球市 场的竞争力不断提升，国际投资者对我国创新药企业的投资信心不断增强，国产创新药正实现从"跟 跑"到"领跑"的跨越式发展，投资机会值得重视。 西南证券表示，据统计，目前全国已有830+医院陆续 完成DeepSeek-R1的本地化部署，推动医院数字化、智能化转型，应用场景包括监测医疗质量、优化医 院资源调配、辅助诊断、保证数据安全等。国产大模型DeepSeek-R1的全面开源与多领域适配，标志着 AI医疗迈入技术融合与行业重构的新阶段， ...

Group 1 - Hong Kong stocks experienced a significant rise, with all three major indices increasing by over 1% on Tuesday, and a collective increase on Wednesday, driven by gains in technology, gold, and robotics sectors [1] - The Hang Seng Biotechnology ETF (159615) rose by 1.84%, marking a four-day winning streak, with notable individual stocks like CanSino Biologics and Ascentage Pharma increasing by over 9% [1] - Major technology companies including Tencent, Alibaba, and JD Group reported positive growth in revenue and net inflow for Q1, with Alibaba, BYD, and SMIC showing over 100% year-on-year growth in net inflow [1] Group 2 - Guoyuan Securities highlighted that China's innovative pharmaceuticals are entering a phase of realization, with significant R&D progress and resilience against trade war impacts, positioning it as a key investment theme for the pharmaceutical sector in 2025 [2] - The pharmaceutical market in China is undergoing a period of increasing concentration, with mergers and acquisitions expected to accelerate, as the impact of centralized procurement in various segments is clearing [2] - Industrial analyst Zhang Yidong from Industrial Securities anticipates that after the initial phase of tariff impact, Hong Kong stocks will experience a "bottom-up" oscillation, eventually leading to a bullish trend as economic policies take effect [2]