Group 1 - The Hong Kong stock market showed mixed performance, with the Hang Seng Index down 0.02% and the Hang Seng Tech Index up 0.19% [1] - The Hong Kong Innovative Drug ETF (159567) increased by 0.39%, with a turnover rate of 4.08% and a trading volume exceeding 660 million yuan, indicating active trading [1] - Notable stocks within the ETF included WuXi AppTec, which rose over 5%, WuXi Biologics, which increased over 4%, and Kelun Pharmaceutical, which gained over 2% [1] Group 2 - The innovative drug and AI medical sectors performed actively in Q1, with related fund products showing impressive returns, as the top-performing ETFs have all exceeded a 32% increase year-to-date [1] - The majority of pharmaceutical-themed funds have also shown positive growth, with 90% reporting positive performance for the year [1] - Industry analysts from Industrial Securities expect a steady recovery in the pharmaceutical sector due to favorable policies, particularly in the hospital market, which was previously impacted by anti-corruption and centralized procurement [1] Group 3 - Minsheng Securities highlighted continuous catalysts in the innovative drug sector, focusing on areas such as anti-tumor, autoimmune, GLP-1, stem cell, and gene therapy, while also emphasizing the importance of domestic substitution and medical consumption, particularly in the beauty sector [2]
港股创新药ETF（159567）飘红，药明合联涨超5%，机构：医药板块景气度有望稳步复苏