“纯度”100%港股创新药标的恒生创新药ETF(159316)涨3.12%,近20日资金净流入额8.29亿元

格隆汇
Aug 29

港股创新药板块上涨,信达生物、百济神州涨超5%,带动“纯度”100%港股创新药标的恒生创新药ETF(159316)涨3.12%。 恒生创新药ETF(159316)是市场唯一跟踪恒生港股通创新药指数的ETF产品,近20日获得8.29亿元资金净流入,最新规模17.15亿元。 8月11日,恒生港股通创新药指数正式调整生效,通过在编制方案中剔除CXO,成为首批“纯度”100%的创新药指数,更加精准地反映我国创新药企的整体表现。根据模拟测算,剔除CXO后指数历史业绩将得到明显提升,指数发布日以来,修订版方案的指数业绩分别较原指数提升30%。 港股创新药今年持续上涨,消息面上,BD出海常态化,中国创新药全球竞争力的提升大概率成为中长期产业趋势。1-7月License out(专利授权出海)金额近800亿美元,同比增长超160%。8月以来,多家中国创新药公司继续公告大额专利授权交易。 对于创新药赛道,业内观点认为,海外降息周期开启后中国创新药仍有更多“可为”空间:今年以来,中国创新药出海的本质是通过国别优势替代海外biotech的部分生态位,后续若海外开启一轮降息周期,投融资环境显著改善,全球创新药产业有望出现新的产业突破和“大药”,中美创新药产业将迎来一轮景气共振。中国创新药本轮深度参与全球产业链,将充分受益全球创新周期。

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