6月30日,恒生港股通创新药指数宣布修订编制方案,明确剔除CXO公司,聚焦创新药核心公司。根据新的编制方案,药明生物、药明康德、金斯瑞、药明合联、晶泰控股5家公司,将从恒生港股通创新药指数中剔除。今后指数中的成份股全部为创新药企。(图片来源:易方达指数通)恒生港股通创新药指数是首批在编制方案中明确剔除CXO的。易方达基金指数通分析,CXO主要提供服务,并不直接获取创新药的核心知识产权,一般不承担...
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