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创新药企ETF(560900)盘中涨超2%,强势冲击4连涨,成分股凯莱英、药明康德均涨停
Xin Lang Cai Jing· 2025-07-11 05:41
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: ...
创新药企ETF(560900)涨势不止,午后涨超1%,规模创近半年新高,我国创新药支持政策正式迈入2.0阶段
Xin Lang Cai Jing· 2025-07-04 06:19
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 ...
创新药企ETF(560900)交投活跃涨近2%,冲击3连涨,荣昌生物领涨涨超10%
Xin Lang Cai Jing· 2025-07-01 05:52
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]
科创信息技术ETF摩根(588770)上涨1.37%,近1周涨幅、新增规模均跑赢同类产品,Agent或成为当下应用最确定性方向
Sou Hu Cai Jing· 2025-06-30 02:27
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]
科创板块再度爆发,科创信息技术ETF摩根(588770)盘中涨超2%,有望实现3连涨
Sou Hu Cai Jing· 2025-06-25 06:49
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]
恒生科技HKETF(513890)午后涨超1%,最新单日“吸金”超1800万元,规模创新高
Sou Hu Cai Jing· 2025-06-16 06:08
2025年6月16日,恒生科技HKETF(513890)午后震荡涨超1%,截至13:33,该基金盘中换手14.47%,成 交6339.10万元,市场交投活跃。跟踪指数恒生科技指数(HSTECH)上涨0.57%,成分股金山软件(03888) 上涨12.50%,商汤-W(00020)上涨4.96%,小米集团-W(01810)上涨3.85%,哔哩哔哩-W(09626)上涨 3.13%,快手-W(01024)上涨2.24%。 截至6月13日,恒生科技HKETF(513890)最新规模达4.37亿元,创成立以来新高。资金流入方面,恒生 科技HKETF最新资金净流入1808.35万元,近5个交易日合计"吸金"1698.08万元。 以上内容与数据,与有连云立场无关,不构成投资建议。据此操作,风险自担。 华泰证券指出,港股近两月演绎反弹行情,目前点位接近2025年一季度高点。往前看,利率、风险溢价 和盈利三因素视角下市场或缺乏短期大幅上行的基础,叠加三季度全球经济和地缘环境不确定性仍然较 高,华泰证券认为指数短期内可能重回震荡。在海内外投资者对中国资产关注上升、港股扩容带来趋势 性增配环境下,市场大幅下行风险相对可控,但板块 ...
创新药行情火热不断,创新药企ETF(560900)盘中涨近4%,众生药业涨停
Sou Hu Cai Jing· 2025-06-09 03:26
截至2025年6月9日 11:07,创新药企ETF(560900)上涨3.86%,盘中换手9.64%,成交311.37万元。跟踪指 数中证创新药产业指数(931152)强势上涨3.77%,成分股百利天恒(688506)上涨10.71%,众生药业 (002317)上涨9.99%,百济神州(688235)上涨8.14%,迪哲医药(688192),信立泰(002294)等个股跟涨。 信达证券表示, ADA会议是中国创新药企业向海外展示GLP-1领域研发实力的重要窗口,有望带动 GLP-1 产业链相关行情。在CXO 和生命科学上游产业链方面,创新药企业投融资修复及授权BD获得的 资金,有望带动药企加码研发投入并加速研发项目推进速度。 中信建投证券指出,创新药方面,近期研发突破及新药获批上市驱动创新药板块表现强劲,中国创新药 在全球市场展现出强大的竞争力。 创新药企ETF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。 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 ...
创新药企ETF(560900)上涨2.20%,药明康德涨超4%,机构:创新药具备长周期价值投资属性
Xin Lang Cai Jing· 2025-05-29 02:30
Group 1 - The innovative pharmaceutical ETF (560900) has seen a 2.20% increase as of May 29, 2025, with significant trading volume [1] - The CSI Innovative Pharmaceutical Industry Index (931152) rose by 2.32%, with notable gains from constituent stocks such as Zhixiang Jintai (688443) up 8.91%, Sangfor Technologies (688336) up 7.41%, and Maiwei Biotech (688062) up 5.78% [1] - Over the past two weeks, the innovative pharmaceutical ETF (560900) has accumulated a 3.94% increase, ranking it among the top comparable funds [2] Group 2 - CITIC Securities believes that leading innovative pharmaceutical companies have entered a profit phase, with potential for nonlinear profit explosions as commercialization expands [2] - The investment opportunities in the innovative pharmaceutical sector are linked to the clinical progress of molecules under research and the entire commercialization phase, which can last up to ten years [2] - The innovative pharmaceutical ETF closely tracks the CSI Innovative Pharmaceutical Industry Index, which selects no more than 50 representative listed companies involved in innovative drug research and development [2] Group 3 - Morgan Asset Management is integrating its "Global Vision Investment Technology" product line to help investors capitalize on quality technology companies amid a new wave of AI-driven technological advancements [2] - Various 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 [3] - The Morgan Hang Seng Technology ETF (513890) and the Morgan CSI Innovative Pharmaceutical Industry ETF (560900) provide passive investment options for technology and innovative pharmaceutical sectors, respectively [3]
众生药业涨停,创新药企ETF(560900)盘中涨超1.5%,创新药景气度有望持续
Xin Lang Cai Jing· 2025-05-23 02:24
2025年5月23日,创新药企ETF(560900)盘中走强,一度涨超1.5%,截至09:53,该基金跟踪指数中证创 新药产业指数(931152)强势上涨1.17%,成分股众生药业(002317)上涨10.02%,科伦药业(002422)上涨 6.09%,贝达药业(300558)上涨5.29%,信立泰(002294),泰格医药(300347)等个股跟涨。截至5月22日, 创新药企ETF(560900)近1周累计上涨4.06%。 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) ...
三生国健强势三连板,创新药企ETF(560900)盘中上涨1.60%,机构:创新始终是医药板块核心方向
Xin Lang Cai Jing· 2025-05-21 03:23
Group 1 - The Innovation Drug ETF (560900) increased by 1.60% with a turnover of 4.89% and a transaction volume of 1.6387 million yuan as of May 21, 2025 [1] - The CSI Innovation Drug Industry Index (931152) rose by 1.24%, with constituent stocks such as Sangfor Technologies (688336) up by 19.99%, Kanghong Pharmaceutical (002773) up by 6.38%, and Sinocelltech (688520) up by 6.23% [1] - As of May 20, the Innovation Drug ETF (560900) saw a year-to-date increase of 1 million shares, ranking among the top in terms of new share growth compared to similar funds [1] Group 2 - On May 20, Sangfor Technologies announced a licensing agreement with related parties Sangfor Pharmaceutical and Shenyang Sangfor, involving exclusive global development, production, and commercialization rights for a product with Pfizer, with an upfront payment of $1.25 billion and potential milestone payments of up to $4.8 billion [1] - The pharmaceutical and biotechnology industry is characterized by a resonance of innovation and domestic demand, with innovation being the core direction of the pharmaceutical sector according to Industrial Securities [1] Group 3 - The Innovation Drug ETF closely tracks the CSI Innovation Drug Industry Index, which selects up to 50 representative listed companies involved in innovative drug research and development to reflect the overall performance of the innovative drug industry [2] - Morgan Asset Management integrates its "Global Vision Investment Technology" product line to help investors layout quality technology companies globally, seizing investment opportunities amid the new wave of technology driven by AI [2] Group 4 - In passive investment, Morgan Hang Seng Technology ETF (QDII) provides a one-click layout for Hong Kong stock technology assets, while Morgan CSI Innovation Drug Industry ETF (560900) offers a one-click layout for Chinese innovative pharmaceutical companies [3] - Morgan NASDAQ 100 Index Fund (QDII) allows for a one-click investment in global technology leaders [3]