截至2025年8月12日 10:36，上证科创板生物医药指数下跌1.19%。成分股方面涨跌互现，南微医学领涨5.64%，海尔生物上涨4.52%，爱博医疗上涨2.88%； 益方生物领跌，悦康药业、博瑞医药跟跌。科创医药ETF嘉实(588700)下修调整。 申万宏源表示，创新药板块的产品收入和对外授权过去三年来一直保持着较快增长，今年来大额BD交易频出，推动创新药行情呈现出向整体板块扩散趋 势，医保目录调整将首度纳入商保创新药目录。综合来看，板块短期承压不改长期产业趋势。 流动性方面，科创医药ETF嘉实盘中换手24.54%，成交5943.87万元，市场交投活跃。拉长时间看，截至8月11日，科创医药ETF嘉实近1周日均成交6010.27 万元，居可比基金第一。 兴业证券指出，创新药板块景气度可持续，"创新+国际化"趋势明确，政策持续支持产业，全球竞争力增强，商业化盈利逐步兑现。医疗器械行业2025年有 望迎来改善，行业正经历类似药品的创新与国际化加速周期，常态化集采下腾笼换鸟。随着政策不确定性边际减弱，行业将重回稳健发展轨道。 规模方面，科创医药ETF嘉实最新规模达2.43亿元，创近1月新高，位居可比基金第一。份额 ...

截至2025年8月6日 13:22，上证科创板生物医药指数上涨0.85%，成分股博瑞医药上涨15.37%，君实生 物上涨6.49%，康希诺上涨6.03%，百利天恒上涨3.39%，奕瑞科技上涨2.34%。科创医药ETF嘉实 (588700)上涨0.94%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 688271 | 联影医疗 | 0.35% | 9.73% | | 688235 | 百济神州 | -1.37% | 6.04% | | 688617 | 惠泰医疗 | -0.83% | 5.69% | | 688506 | 百利天恒 | 3.39% | 5.35% | | 688578 | 艾力斯 | -0.85% | 4.76% | | 688266 | 泽璟制药 | -1.99% | 4.53% | | 688180 | 君实生物 | 6.49% | 4.15% | | 688166 | 博瑞医药 | 15.37% | 3.60% | | 688114 | 华大智造 | -0.13% | 3.07% | | 688382 | 益方生物 | -0 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index decreased by 0.89% as of July 2, 2025, with mixed performance among constituent stocks [1] - Microchip Biotech led the gains with an increase of 9.47%, followed by Yuyuan Pharmaceutical at 3.45% and Junshi Biosciences at 2.05%, while Rongchang Biotech, Weigao Orthopedics, and BeiGene experienced declines [1] - The CSI Sci-Tech Medicine ETF (Jia Shi) adjusted its holdings [1] Group 2 - The CSI Sci-Tech Medicine ETF (Jia Shi) had a turnover rate of 2.46% and a trading volume of 5.4294 million yuan, with an average daily trading volume of 39.1454 million yuan over the past month, ranking first among comparable funds [3] - The ETF's scale increased by 15.801 million yuan over the past week, also ranking first among comparable funds, with a growth of 12.5 million shares [3] - The latest net inflow of funds into the ETF was 10.4149 million yuan, with a total net inflow of 15.5373 million yuan over the last five trading days [3] - The net value of the ETF increased by 32.18% over the past year, with the highest single-month return since inception being 23.29% and the longest consecutive monthly gain being five months [3] Group 3 - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index accounted for 50.3%, including United Imaging Healthcare, BeiGene, and Huatai Medical [3][5] - The National Healthcare Security Administration and the National Health Commission issued measures to support the high-quality development of innovative drugs, including increased support for R&D and inclusion in insurance directories [5] Group 4 - Zhongtai Securities believes that innovative drugs will remain the main investment theme in the pharmaceutical sector for the year, with expectations of continued growth amid differentiation [6] - Guolian Minsheng Securities anticipates that 2025 will be a significant year for domestic innovative drugs to enter international markets, following a shift from generic to innovative drugs over the past seven years [6] - Investors without stock accounts can access opportunities in the Sci-Tech Innovation Board biopharmaceutical sector through the CSI Sci-Tech Medicine ETF (Jia Shi) linked fund [6]