The performance of innovative drug leaders exploded, and the innovative drug Shanghai-Shenzhen-Hong Kong ETF (2) rose nearly 0%.
On the news side, Hengrui Pharmaceutical released a 60-year annual report, achieving operating income of 00 million yuan in 0 years, an increase of 0.0% year-on-year; net profit attributable to shareholders of listed companies was 0.0 billion yuan, an increase of 0.0% year-on-year; The net profit attributable to shareholders of listed companies was 0.0 billion yuan, an increase of 0.0% year-on-year. According to the report, Hengrui Pharmaceutical's sales revenue of innovative drugs in 0 years reached 00 million yuan (including tax, excluding external licensing income), an increase of 0.0% year-on-year, and the sales revenue of innovative drugs accounted for more than half of the company's total sales revenue (excluding external licensing revenue). At the same time, innovative drugs have achieved results in going overseas and become the second engine of performance growth.
Relevant institutions said that this year's government work report mentioned the optimization of the centralized procurement policy of drugs and consumables to support the development of innovative drugs and medical devices. Recently, the "Policy Plan for Further Optimizing the National Centralized Drug Procurement (Draft for Comments)" concentrates on the scope of centralized procurement of drugs, and limits the scope of centralized procurement to drugs that have expired the patent period, leaving room for the development of innovative drugs and first generic drugs. The adjustment of the centralized procurement policy is expected to bring about the valuation repair of the pharmaceutical sector, especially the innovative drug sector.
In the past year, the innovative drug Shanghai-Shenzhen-Hong Kong ETF has exceeded the CITIC pharmaceutical industry index by 17%, and AI+ has provided greater valuation space and trend flexibility for the innovative drug sector. Benefiting from AI empowerment and related concept spillover, superimposed on the catalysis of industrial policies, the segment of innovative drugs may have the possibility of rising profitability and valuation, which is worthy of investors' attention.
The Innovative Drugs Shanghai-Shenzhen-Hong Kong ETF (517110) closely tracks the CSI Shanghai-Hong Kong-Shenzhen Innovative Drugs Industry Index, focusing on the R&D and production of innovative drugs. Interested investors can pay attention to relevant layout opportunities.
Investors who do not have a stock account can grasp the investment opportunities of innovative drugs through the feeder fund of the Innovative Drugs Shanghai-Shenzhen-Hong Kong ETF(014118).
Note: The short-term changes and historical performance of the index/fund are for analysis and reference only and are not indicative of future performance. Market views are subject to change in market conditions and do not constitute any investment advice or commitment. The index mentioned in this article is for reference only and does not constitute any investment advice, nor does it constitute a prediction or guarantee of the performance of the fund. If you need to purchase the underlying fund product, please choose the product that matches the risk level. Funds are risky and should be invested with caution.
National Business Daily