Group 1 - The Hang Seng Hong Kong Stock Connect Innovative Drug Selected Index (HSSCPB) decreased by 1.63% as of August 8, 2025, with mixed performance among constituent stocks [3] - The top-performing stocks included CSPC Pharmaceutical Group (up 4.44%), United Laboratories (up 3.29%), and Kangji Medical Holdings (up 1.38%), while the worst performers were Hutchison China MediTech (down 15.70%), Zai Lab (down 10.86%), and BeiGene (down 6.47%) [3] - The Hong Kong Stock Connect Innovative Drug Selected ETF (520690) fell by 1.64%, with the latest price at 0.96 yuan [3] Group 2 - The pharmaceutical and biotechnology sector received a policy boost with the release of measures to support high-quality development of innovative drugs in July 2025, leading to a significant increase of 13.93% in the sector [4] - The latest share count for the Hong Kong Stock Connect Innovative Drug Selected ETF reached 360 million, a new high since its inception [4] - Recent net inflows into the ETF amounted to 4.92 million yuan, with a total of 32.45 million yuan net inflow over the last five trading days [4] Group 3 - The top ten weighted stocks in the HSSCPB index accounted for 78.03% of the total index weight, including companies like BeiGene, Innovent Biologics, and WuXi Biologics [6]

港股创新药概念股走强，信达生物、百济神州、康方生物涨超2%。 （文章来源：每日经济新闻） 受重仓股上涨影响，港股创新药相关ETF涨约2%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 | | | --- | --- | --- | --- | --- | | 520880 | 港股通创新药ETF | 1.230 | 0.023 | 1.91% | | 520690 | 港股创新药精选ETF | 0.996 | 0.020 | 2.05% | 有分析人士表示，今年以来跨国药企大幅增加在中国的创新药专利的采购，1-5月采购金额已接近2024年全年水平，验证了 我国创新药在国际市场上的竞争力。中长期来看，大型跨国药企加快从我国采购创新药专利的趋势有望持续。 ...

隔夜美股三大指数收跌，中概指数涨0.66%。港股三大指数小幅低开，恒指跌0.12%，国指跌0.14%，恒 生科技指数跌0.09%。盘面上，创新药概念股部分下跌，百济神州、诺诚健华、三生制药、药明康德均 有跌幅，脑机概念股南京熊猫电子跌近5%。 相关ETF方面，港股创新药精选ETF（520690）盘中持续震荡，截至发稿，上涨近1.5%，成交额近5000 万，换手率近15%，交投活跃。成分股中多数上涨，乐普生物-B涨超5%；亚盛医药-B涨超4%；石药集 团、丽珠医药、康方生物涨超3%；药明合联、康诺亚-B等个股跟涨，涨幅均超2%。 一、时代机遇：三重驱动力开启创新药黄金周期 中国创新药产业正经历从量变到质变的战略跃迁，在人口结构变革、政策红利释放、技术突破共振的三 重驱动下，行业步入高速发展的黄金周期。2024年我国65岁以上老龄人口规模突破2.2亿，占总人口比 例达15.6%，伴随老龄化加速的是疾病谱系的深刻转变——肿瘤年新增病例超过450万例，心脑血管、 自身免疫性疾病发病率持续攀升，催生出未被满足的千亿级临床需求。 政策体系构建起强有力的支撑框架，国务院政府工作报告首次将"制定创新药目录"纳入国家战略，国家 ...

Market Overview - The Shanghai Composite Index experienced a slight increase of 0.01% at the close, after reaching a peak of 1.3% during the day, while the Shenzhen Component Index rose by 0.61% and the ChiNext Index increased by 0.80% [1] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.7 trillion yuan, an increase of over 200 billion yuan compared to the previous day [1] Sector Performance - The rare earth and fintech sectors showed strong performance, with several rare earth ETFs leading the gains [1][2] - The top-performing ETFs included the Yifangda Rare Earth ETF (159715) with a rise of 6.31%, and the Jiashi Rare Earth ETF (516150) with a rise of 6.26% [1] Rare Earth Pricing - Major domestic rare earth companies, Northern Rare Earth and Baotou Steel, announced a price increase for rare earth concentrates to 19,109 yuan per ton, marking a 1.5% increase from the previous quarter and a cumulative increase of 13.8% since Q2 2024 [2] Fintech Sector Insights - The fintech sector is gaining attention due to the ongoing interest in stablecoin ecosystems, with companies disclosing business progress through investor relations activities [2] - The development of stablecoin ecosystems is supported by the software industry, which is expected to bring business growth to related listed companies [2] Banking Sector Performance - The banking sector faced a pullback, with several bank ETFs showing declines, including the Bank ETF (512800) which fell by 1.99% [3] - Analysts suggest that "stable return" assets, characterized by low volatility and consistent earnings, are becoming increasingly attractive in the current market environment [3][4] ETF Trading Activity - The Hong Kong Securities ETF (513090) led in trading volume with 38.204 billion yuan, followed by other ETFs exceeding 10 billion yuan in trading volume [5] - The Hong Kong Securities ETF also had the highest turnover rate at 334.06%, indicating strong market interest [6][7] Upcoming ETF Launches - Four new ETFs are set to launch on July 14, 2025, including the Cloud Computing ETF and various innovative drug ETFs, which will track indices related to cloud computing and innovative pharmaceuticals [7][8][9][10][11]