港A创新药板块午后加速上涨,创新药ETF天弘(517380)涨超2%,位居同类行业ETF第一

格隆汇
15 Jul

创新药板块午后全面加速上涨,成分股奥赛康涨停,荣昌生物涨超8%,诺诚健华涨超7%,百济神州涨超6%,带动创新药ETF天弘(517380)今日上涨2.14%,位居医药行业ETF第一,今年涨超37%。 消息面上,继药明康德、博腾股份发布亮眼中报业绩预告,奥赛康上半年预计净利润约1.35亿元-1.75亿元,同比增长78.58%-131.5%。此外,为推进第十一批药品集中带量采购工作,国家组织药品联采办于近期在上海组织召开了工作会议。 资金面来看,创新药ETF天弘(517380)近5个交易日有4日迎来资金净流入,近60日合计“吸金”1.39亿元。 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,且权重股“药明系含量”接近20%。 中金研报称,长期看,中国创新药开始具备国际竞争力;中期看,具备竞争力的临床数据和MNC合作形式的BD事项是重要催化剂;短期看,围绕ASCO/ESMO学术会议重要数据披露/BD公布/国际化突破市场天花板带来股价弹性。 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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