港股创新药“纯度”100%·恒生创新药ETF(159316)继续反弹1.65%,机构看好下半年达成更多的BD交易

格隆汇
Sep 03, 2025

经过一轮回调的港股创新药继续反弹,四环医药涨6.67%,联邦制药、诺诚健华涨5%,带动恒生创新药ETF(159316)涨1.65%,4月9日至今累计上涨89%。 消息面上,①世界肺癌大会(WCLC)将于9月6日-9日举行,中国药企康方生物、百济神州、百利天恒等中国药企将在会议期间发布最新研究进展。 ②港股创新药企业凭借丰富的产品矩阵,已成功实现净利润转正。从2025H1净利润环比边际变化来看,医药生物改善幅度位居前五。 华泰证券指出,截至8月27日,全球创新药达成BD交易数量540项,同比增长24%,披露总金额达1634.10亿美元,同比73%。历史经验显示,年末往往是创新药出海BD的关键节点,预计下半年有望迎来更多BD交易的密集达成。 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,8月11日,该指数在编制方案中剔除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,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%。 恒生创新药ETF(159316)近60日有47日迎来资金净流入,合计获得15.48亿元资金净流入,最新规模19.65亿元。

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