2025WCLC会议明日来袭!恒生创新药ETF(159316)涨超4%,近5日“吸金”2.9亿!

格隆汇
Sep 05, 2025

港股创新药板块暴力拉升,三生制药、欧康维视生物、康诺亚分别涨16%、13%和12%,带动恒生创新药ETF(159316)大涨4.54%,彻底反包昨日阴线。 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、君实生物、百利天恒等中国药企将在会议期间发布最新研究进展。 ②BD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。 美国最新就业数据支持9月降息,业内认为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”,中国创新药将充分受益全球创新周期。 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,该指数最新编制方案中剔除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,优异的指数吸引资金持续申购,在创新药板块震荡的本周,恒生创新药ETF(159316)近5日合计“吸金”2.9亿,近60日流入规模超16亿元。

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