创新药板块再迎多重利好!创新药ETF天弘(517380)连续两日“吸金”,生物医药ETF(159859)盘中净申购超2800万

格隆汇
Jun 27, 2025

今日创新药概念股震荡走强,迈威生物20cm涨停,华人健康、锦波生物涨超10%,生物医药ETF(159859)涨0.28%,创新药ETF天弘(517380)小幅下跌0.6%。 消息面上: ①国家医疗保障局近日印发《2025年基本医保目录及商保创新药目录调整申报操作指南》,首次将商业健康保险创新药目录纳入调整方案。 ②由信达生物开发的首个国产GLP-1减重创新药玛仕度肽注射液减重适应症预计最快将于本周获批。 ③6月16日,《关于优化创新药临床试验审评审批有关事项的公告(征求意见稿)》意见。,审批效率提升将加速优质管线价值释放,提振市场对创新药板块的风险偏好 创新药震荡期间,资金坚定借道ETF布局,创新药ETF天弘(517380)连续两日吸金,近10个交易日有8日获资金净申购,合计净流入5673万元。 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)是全市场唯一跟踪恒生沪深港创新药精选50指数的ETF,实现了A股+港股、创新药+CXO全面覆盖,该产品年内涨幅24%。 生物医药ETF(159859)盘中获资金净申购2880万份,昨日净流入7646万元,稳居同标的第一。 生物医药ETF(159859)及联接基金(A类011040, C类011041)是同标的规模第一、流动性最好的产品,年初至今涨幅居标的第一,其跟踪生物医药指数,均衡布局医药板块,覆盖创新药、疫苗、血制品等细分品种。

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