港股集体回调，截至午间收盘，中证港股通消费主题指数下跌0.9%，中证港股通医药卫生综合指数下跌1.3%，恒生港股通新经济指数、恒生科技指数均下 跌2.5%，中证港股通互联网指数下跌2.6%。Wind数据显示，恒生科技ETF易方达（513010）和港股通互联网ETF（513040）近期持续受资金关注 日,最新规模分别达224.7和53.5亿元,双双创下历史新高。 华泰证券指出，在美联储新一轮宽松周期开启、互联网及科技新一轮进展启动的背景下，港股情绪或仍有进一步改善空间，科技板块或依然处在布 港股新经济指数基本情况跟踪 (2025年10月10日) 恒生新经济ETF 跟踪恒生港股通新经济指数 该指数由港股通范围内、属于 "新经济"行业中市值最大的 50只股票组成,主要包括信息 技术、可选消费、医疗保健行 = 截至午间收盘 该指数涨跌 -2. 5% 该指数 滚动市盈率 26. 8倍 恒生科技ETF易方达 跟踪恒生科技指数 该指数由港股上市公司中与科 技主题高度相关的、市值最大 的30只股票组成,信息技术及 可选消费行业合计占比超90% 截至午间收盘 该指数涨跌 该指数 滚动市盈率 I 发 -2. 5% 24. 6倍 ...

证券之星消息，9月23日，港股通医药ETF（513200）融资买入2464.2万元，融资偿还2326.41万元，融 资净买入137.79万元，融资余额2420.13万元，近3个交易日已连续净买入累计374.65万元，近20个交易 日中有11个交易日出现融资净买入。 | 交易日 | 融资净买入(元) | | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | --- | | 2025-09-23 | | 137.79万 | 2420.13万 | | | 2025-09-22 | | 146.02万 | 2282.34万 | | | 2025-09-19 | | 90.84万 | 2136.32万 | | | 2025-09-18 | | 157.05万 | 2045.48万 | | | 2025-09-17 | | -326.38万 | 1888.43万 | | 融资融券余额2420.13万元，较昨日上涨6.04%。 融券方面，当日无融券交易。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 20 ...

Group 1 - The overall performance of the Hong Kong stock market showed a high opening followed by a decline, with the pharmaceutical sector rising against the trend, as evidenced by the CSI Hong Kong Stock Connect Pharmaceutical and Health Index increasing by 1.6% [1] - The CSI Hong Kong Stock Connect Internet Index saw a slight increase of 0.02%, while the Hang Seng New Economy Index and the Hang Seng Technology Index fell by 0.5% and 0.8% respectively [1] - The total trading volume of the E Fund Hang Seng Technology ETF reached nearly 1.5 billion yuan for the day [1] Group 2 - As of yesterday, the cumulative net inflow of southbound funds has exceeded 1 trillion Hong Kong dollars this year, setting a new annual record [1] - Goldman Sachs has raised its forecast for the total annual southbound fund inflow for 2025 from 110 billion USD to 160 billion USD, approximately 1.25 trillion Hong Kong dollars [1]

Group 1 - The core indices related to the pharmaceutical sector showed positive performance, with the CSI Innovation Drug Industry Index and the CSI Biotechnology Theme Index both rising by 2.7%, while the CSI 300 Healthcare Index increased by 2.4% and the CSI Hong Kong Stock Connect Healthcare Comprehensive Index rose by 0.7%. However, the Hang Seng Hong Kong Stock Connect Innovation Drug Index experienced a slight decline of 0.1% [1] - The Hang Seng Innovation Drug ETF (159316) saw a net inflow of 330 million yuan last week, bringing its total size to 1.598 billion yuan, marking a historical high [1] Group 2 - The Hang Seng Innovation Drug Index focuses on leading innovative drug companies listed in Hong Kong, comprising no more than 40 stocks involved in innovative drug research, development, and production [2] - The Hang Seng Healthcare ETF tracks the CSI Hong Kong Stock Connect Healthcare Comprehensive Index, which includes 50 stocks from the healthcare sector, such as medical devices, biopharmaceuticals, and chemical drugs [2] - The CSI Innovation Drug Industry Index concentrates on leading innovative drug companies in the A-share market, consisting of no more than 50 stocks primarily engaged in innovative drug research and development [2]

Group 1 - The Hong Kong stock market opened slightly higher on August 21, with the Hang Seng Index at 25,216 points, up 0.20%, while the Hang Seng Tech Index was at 5,528 points, down 0.23% [1] - Hong Kong Exchanges and Clearing (HKEX) reported record high revenue and net profit for the first half of 2025, with total revenue of HKD 14.076 billion, a year-on-year increase of 33%, and net profit of HKD 8.519 billion, up 39% [3] - The increase in trading volume in the cash market, derivatives market, and Stock Connect was attributed to the recovery of the Hong Kong stock market and growing global investor interest in non-USD assets [3] Group 2 - HKEX CEO Charles Li indicated that the exchange will explore a 24-hour trading mechanism, which positively impacted the stock price, reaching a high of HKD 447, up 1.31% [4] - Domestic brokerage stocks saw a significant rise, with Guotai Junan International up over 5% and Guotai Haitong up over 2%, while other firms like Zhongzhou Securities and China Galaxy also experienced gains [4] - Various cross-border ETFs, including the Hong Kong Stock Connect Innovative Drug ETF and Hong Kong Securities ETF, showed strong performance, with increases of over 1% [5]

Group 1 - The Hang Seng New Economy Index tracks the largest 50 stocks in the "new economy" sector within the Hong Kong Stock Connect, primarily including information technology, consumer discretionary, and healthcare [2] - The index experienced a daily change of 1.2% and has a rolling price-to-earnings (P/E) ratio of 23.3 times [2] - The Hang Seng Technology ETF follows the Hang Seng Technology Index, which consists of the 30 largest stocks related to technology, with over 90% of the index comprising information technology and consumer discretionary sectors [2] Group 2 - The Hong Kong Stock Connect Pharmaceutical ETF tracks the CSI Hong Kong Stock Connect Pharmaceutical and Healthcare Composite Index, which includes 50 liquid and large-cap stocks in the healthcare sector, accounting for over 90% of the index [2] - The index had a daily change of 2% and a rolling P/E ratio of 21.2 times [2] - The Hong Kong Stock Connect Internet ETF follows the CSI Hong Kong Stock Connect Internet Index, consisting of 30 leading internet companies, primarily in information technology and consumer discretionary [3] Group 3 - The Hong Kong Stock Connect Consumer ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which includes 50 liquid and large-cap consumer stocks, with nearly 60% in consumer discretionary [3] - The index experienced a daily change of 1.2% and has a rolling P/E ratio of 20.7 times [3] - The data for the indices is sourced from Mind, with the closing data as of August 4, 2025, and rolling P/E ratios as of August 1, 2025 [2][3]

Group 1 - The Hang Seng Hong Kong Stock Connect Innovative Drug Index, the CSI Innovative Drug Industry Index, and the CSI Biotechnology Theme Index all declined by 1.2%, while the CSI Hong Kong Stock Connect Medical and Health Comprehensive Index fell by 1.3%, and the CSI 300 Medical and Health Index decreased by 2.1% [1] - As of yesterday, the Hang Seng Innovative Drug ETF (159316) has seen continuous inflows for 12 trading days, with its latest scale exceeding 900 million yuan, reaching a historical high [1] Group 2 - The Hang Seng Innovative Drug ETF tracks the Hang Seng Hong Kong Stock Connect Innovative Drug Index, which focuses on leading innovative drug companies in the Hong Kong stock market, composed of no more than 40 stocks involved in innovative drug research, development, and production [2] - The index has experienced a decline of 1.2% with a rolling P/E ratio of 35.3 times as of July 10, 2023 [2] - The Hong Kong Stock Connect Medical ETF tracks the CSI Hong Kong Stock Connect Medical and Health Comprehensive Index, which focuses on leading companies in the medical and health sector, composed of 50 stocks from medical devices, biopharmaceuticals, and chemical drugs [2] - This index has also declined by 1.3% with a rolling P/E ratio of 33.5 times, and it has a valuation percentile of 50.7% since its inception in 2017 [2]

Group 1 - The Hong Kong Stock Connect medical ETF (159776) leads with a gain of 2.45% [1] - The Hong Kong Stock Connect ETF (513990) increases by 1.88% [1] - The private enterprise ETF (159973) rises by 1.54% [1] Group 2 - The ChiNext artificial intelligence ETF from Huaxia (159381) experiences a decline of 1.44% [1] - The Hong Kong automotive ETF (520600) falls by 1.42% [1] - The Hong Kong automotive ETF fund (159237) decreases by 1.37% [1]

21世纪经济报道记者 唐唯珂 广州报道 医药板块的暖意正从创新药向产业链上下游扩散。 7月28日，药明康德(603259.SH)发布半年报，公司上半年实现营业收入207.99亿元，同比增长20.64%； 归属于上市公司股东的净利润85.61亿元，同比增长101.92%。 药明康德预计2025年持续经营业务收入重回双位数增长，增速从10-15%上调至13-17%。此外，药明康 德预计全年整体收入从人民币415-430亿元上调至人民币425-435亿元，将持续聚焦CRDMO核心业务， 持续提高生产经营效率。 这也让业内对CXO的市场信心倍增，而从市场数据也不难看出，CXO板块正迎来估值恢复。截至2025 年07月28日，港股通医药ETF（159776）上涨2.01%，最新价报1.321元，盘中成交额已达1.18亿元，换 手率94.78%。此前，7月25日医药股延续活跃，CXO概念股震荡走高，博腾股份涨超8%，康龙化成、 昭衍新药、泰格医药等跟涨。 创新药的"卖铲人"CXO（医药研发及生产外包）板块近期成为资金追逐焦点，相关ETF流通份额单月增 长近10亿份。 国家医保局推动高水平科技创新成果尽快进入临床，意味着临 ...

Market Overview - The A-share market continues to rise, with the Shanghai Composite Index closing at 3534.48 points, marking a new high for the year [1] - The overall performance of ETFs has been active, particularly in the Hong Kong innovative drug sector, which has led the gains [1][2] ETF Performance - Nearly 1100 ETF products saw gains this week, with a median weekly increase of approximately 1.29%, slightly up from the previous week [2] - The top-performing ETFs include several Hong Kong innovative drug-related ETFs, with weekly gains exceeding 13% [4][6] - Notable ETFs include: - 恒生创新药ETF: 13.686% weekly gain, 89.746% year-to-date gain - 港股通创新药ETF: 13.248% weekly gain, 15.631% year-to-date gain - 港股创新药ETF基金: 13.128% weekly gain, 89.775% year-to-date gain [4] Sector Highlights - The Hong Kong innovative drug sector saw significant individual stock performances, with 康方生物 rising nearly 24% and 三生制药 increasing by 23% [6] - The entrepreneurial board's artificial intelligence ETFs also experienced over 10% gains, driven by strong performances from companies like 新易盛 and 中际旭创 [6] Declining Sectors - The gaming ETF sector faced declines, with several products dropping over 3% this week [7][10] - Other underperforming sectors included financial technology, photovoltaic, and real estate ETFs, with the banking ETF also experiencing a decline after reaching historical highs [10]