午后，连续六个交易日回调的创新药板块急速拉升，成分股君实生物、荣昌生物、百济神州分别涨6.86%、6.78%、6.06%和5.58%，带动创新药ETF天弘(517380)盘中大涨2.5%，6月13日-6月20日累计回调超9%。 消息面上，中国原研的“减肥神药”来了，III期临床结果亮眼，48周减重15.1%，药效堪比礼来。中国先为达生物研发的减肥新药埃诺格鲁肽是全球首个完成III期试验的偏向型GLP-1受体激动剂。该药兼具代谢指标改善优势，计划2026年初国内获批。 湘财证券认为，创新药此轮上涨本质是创新药企业在研管线研发成果价值兑现下的板块价值重塑。短期回调一方面受地缘冲突的情绪面扰动，另一方面是情绪推动下快速上涨的阶段性兑现。创新药十年持续投入后迎来成果兑现期，临床数据不断读出、海外授权持续落地及商业化加速有望为板块持续提供基本面支撑，短期回调迎来布局良机。 全市场独家品种·创新药ETF天弘(517380)及联接基金(A类014564， C类014565)，跟踪“创新药行业SmartBeta”指数，实现了A股+港股、创新药+CXO全面覆盖，该产品年内涨幅超24%，回调的6个交易日里录得连续6日“吸金”，近5、10、20、60个交易日净流率均居同类产品第一，份额年内暴增65.88%。
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