本周，恒生港股通创新药指数上涨7.1%，中证港股通医药卫生综合指数上涨6.9%，中证创新药产业指数上涨5.3%，中证生 物科技主题指数上涨3.6%，沪深300医药卫生指数上涨3.4%。Wind数据显示，截至昨日，恒生创新药ETF（159316）本周 获近2亿元资金净流入，最新规模突破20亿元、创历史新高。 | | 恒生港股通 | 中证港股通 | 中证创新 | 中证生物 | 沪深300 | | --- | --- | --- | --- | --- | --- | | | 创新药指数 | 医药卫生综 | 药产业指 | 科技主题 | 矢药卫生 | | | | 合指数 | 150 | 指数 | 指数 | | 本周涨跌幅 | 7.1% | 6.9% | 5. 3% | 3.6% | 3.4% | | 指数估值 | 滚动市盈率 57.7倍 | 滚动市盈率 30. 7倍 | 滚动市盈率 57.3倍 | 滚动市盈率 62. 3倍 | 滚动市盘率 33.0倍 | | 指数估值 | 2023年7月 | 48. 5% | 88. 1% | 82. 1% | 60. 2% | | 分位 | 10日发布 | | | | | | 跟踪 ...

Group 1 - The Hang Seng Hong Kong Stock Connect Innovative Drug Index decreased by 0.2%, while the CSI Hong Kong Stock Connect Medical and Health Comprehensive Index fell by 0.1%. Conversely, the CSI Innovative Drug Industry Index, CSI Biotechnology Theme Index, and CSI 300 Medical and Health Index all increased by 0.1% [1] - The Hang Seng Innovative Drug ETF (159316) experienced a growth of approximately 1 billion yuan in size over the past month, reaching a new historical high of nearly 2 billion yuan [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 Hong Kong, comprising no more than 40 stocks involved in innovative drug research, development, and production [2] - The CSI Hong Kong Stock Connect Medical and Health Comprehensive Index has been tracking since 2017 and includes 50 stocks from the medical device, biopharmaceutical, chemical drug, and other sectors within the Hong Kong Stock Connect [2] - The CSI Innovative Drug Industry Index focuses on leading innovative drug companies in the A-share market, consisting of no more than 50 stocks involved in innovative drug research and development [2] - The CSI Biotechnology Theme Index targets leading biotechnology companies in the A-share market, including no more than 50 stocks involved in gene diagnosis, biopharmaceuticals, and other human biotechnology sectors [2] - The CSI 300 Medical and Health Index covers leading companies in the medical and health industry within the CSI 300 Index, encompassing various segments of the future health industry, including chemical pharmaceuticals, medical services, and medical devices [2]

Core Viewpoint - The healthcare and biotechnology sectors in the Hong Kong stock market have shown significant positive performance, with various indices reflecting substantial gains as of the midday close. Group 1: Index Performance - The CSI Hong Kong Stock Connect Healthcare Comprehensive Index increased by 4.0% [1] - The Hang Seng Hong Kong Stock Connect Innovative Drug Index rose by 3.7% [1] - The CSI Innovative Drug Industry Index saw a rise of 3.3% [1] - The CSI Biotechnology Theme Index increased by 2.8% [1] - The CSI 300 Healthcare Index rose by 2.1% [1] - The Hang Seng Innovative Drug ETF (159316) recorded a trading volume exceeding 500 million yuan [1] Group 2: ETF and Index Details - The Biotechnology ETF (159837) tracks the CSI Biotechnology Theme Index, which focuses on A-share biotechnology leaders and has a rolling P/E ratio of 60.7 times, with a 2.8% increase [4] - The CSI 300 Healthcare Index ETF (512010) tracks the CSI 300 Healthcare Index, covering major companies in the healthcare sector, with a rolling P/E ratio of 32.8 times and a 2.1% increase [4] - The indices have been established for several years, with the CSI Biotechnology Theme Index launched in 2015 and the CSI 300 Healthcare Index in 2007 [5]

Group 1 - The Hang Seng Hong Kong Stock Connect Innovative Drug Index increased by 3.6% at midday, while the CSI Hong Kong Stock Connect Medical and Health Comprehensive Index rose by 3.5% [1] - The CSI Innovative Drug Industry Index saw a 2.2% increase, and the CSI Biotech Theme Index rose by 1.7% [1] - The CSI 300 Medical and Health Index increased by 1.9% [3] Group 2 - The Hang Seng Innovative Drug ETF (159316) had a trading volume exceeding 500 million yuan, with a net subscription of 54 million units [1] - The index tracked by the Hang Seng Innovative Drug ETF focuses on leading innovative drug companies in Hong Kong, consisting of no more than 40 stocks involved in innovative drug research and development [2] - The rolling price-to-earnings ratio for the Hang Seng Innovative Drug Index is 56.7 times [2] Group 3 - The CSI Hong Kong Stock Connect Medical and Health Comprehensive Index includes 50 stocks from the medical device, biopharmaceutical, and chemical drug sectors [2] - The rolling price-to-earnings ratio for this index is 29.2 times, with a 46.2% increase since its inception in 2017 [2] Group 4 - The CSI Innovative Drug Industry Index focuses on leading innovative drug companies in A-shares, consisting of no more than 50 stocks involved in innovative drug research and development [2] - The rolling price-to-earnings ratio for this index is 52.8 times, with a 79.8% increase since its launch in 2019 [2] Group 5 - The CSI Biotech Theme Index includes up to 50 stocks involved in gene diagnostics, biopharmaceuticals, and other human biotechnology [2] - The rolling price-to-earnings ratio for this index is 58.3 times, with a 72.4% increase since its inception in 2015 [2] Group 6 - The CSI 300 Medical and Health Index covers leading companies in the medical and health sector, including chemical pharmaceuticals, medical services, and medical devices [3] - The rolling price-to-earnings ratio for this index is 32.6 times, with a 58.0% increase since its inception in 2007 [3]

Group 1 - The Shanghai and Shenzhen 300 Pharmaceutical Health Index decreased by 0.3% at midday, while the CSI Biotech Theme Index fell by 0.4%, the CSI Innovative Drug Industry Index dropped by 0.6%, the CSI Hong Kong Stock Connect Pharmaceutical Health Comprehensive Index declined by 1.3%, and the Hang Seng Hong Kong Stock Connect Innovative Drug Index decreased by 1.6% [1][2][3] - The Hang Seng Innovative Drug ETF (159316) saw a net subscription of 14 million units during the half-day trading session [1][2] Group 2 - The Hang Seng Innovative Drug Index focuses on leading innovative drug companies in Hong Kong, consisting of no more than 40 stocks involved in innovative drug research, development, and production [2] - The CSI Hong Kong Stock Connect Pharmaceutical Health Comprehensive Index targets leading companies in the Hong Kong medical and health sector, comprising 50 stocks from medical devices, biopharmaceuticals, and chemical drugs [2] - The CSI Innovative Drug Industry Index concentrates on leading innovative drug companies in A-shares, made up of no more than 50 stocks primarily engaged in innovative drug research and development [2] - The CSI Biotech Theme Index focuses on leading biotech companies in A-shares, including no more than 50 stocks involved in gene diagnostics, biopharmaceuticals, and blood products [2]

Group 1 - The core viewpoint of the news highlights the positive performance of various healthcare indices, with the CSI Hong Kong Stock Connect Healthcare Index rising by 2.4%, the Hang Seng Hong Kong Stock Connect Innovative Drug Index increasing by 2.3%, and the CSI Biotech Theme Index up by 0.8% [1][2] - The Hang Seng Innovative Drug ETF (159316) saw a net subscription of 16 million units today, bringing its total size to over 1.5 billion yuan, marking a historical high [1][2] - The indices mentioned focus on leading companies in the healthcare and innovative drug sectors, with the Hang Seng Innovative Drug Index comprising no more than 40 stocks involved in innovative drug research and development [2][3] Group 2 - The CSI Hong Kong Stock Connect Healthcare Index includes 50 stocks from the healthcare sector, covering medical devices, biopharmaceuticals, and chemical drugs, with a rolling price-to-earnings ratio of 30.4 times [2][3] - The CSI Innovative Drug Industry Index focuses on A-share innovative drug leaders, consisting of no more than 50 companies engaged in innovative drug research, with a rolling price-to-earnings ratio of 53.7 times [2][3] - The CSI Biotech Theme Index targets A-share biotech leaders, including companies involved in gene diagnostics and biopharmaceuticals, with a rolling price-to-earnings ratio of 56.2 times [2][3]

Group 1 - The core viewpoint of the news highlights the positive performance of various healthcare indices, with the Hang Seng Hong Kong Stock Connect Innovative Drug Index rising by 1.0% and the overall healthcare sector indices showing upward trends [1][2][3] - The Hang Seng Innovative Drug ETF (159316) has seen a net inflow of funds for five consecutive trading days, reaching a record size of over 1.2 billion yuan [1][2] - The indices mentioned focus on leading companies in the pharmaceutical and biotechnology sectors, with specific indices tracking innovative drug companies in both Hong Kong and A-shares [2][3] Group 2 - The rolling price-to-earnings (P/E) ratio for the Hang Seng Hong Kong Stock Connect Innovative Drug Index is reported at 57.4 times, while the P/E ratio for the Hong Kong Stock Connect Medical and Health Comprehensive Index stands at 31.6 times [2][3] - The A-share Innovative Drug Industry Index has a rolling P/E ratio of 52.6 times, indicating a strong valuation in the innovative drug sector [2] - The rolling P/E ratio for the Biotech Theme Index is noted at 54.9 times, reflecting the valuation dynamics within the biotech industry [2]