Hong Kong stock pharmaceutical ETF (159718) hit 4 consecutive gains, and medical innovation ETF (516820) has "absorbed" more than 11 million yuan in the past 5 days, and institutions are optimistic about the long-term development potential and prospects of the AI pharmaceutical industry
DATE:  Mar 07 2025

As of 11:14 on March 7, 2025, the CSI Hong Kong Stock Connect Healthcare Composite Index (930965) rose 0.55%, the constituent stocks Genting Xinyao-B (01952) rose 15.06%, GenScript Biotech (01548) rose 7.48%, MicroPort (00853) rose 4.92%, WuXi XDC (02268) rose 4.60%, and Chi-Med (00013) rose 3.94%. Hong Kong Pharmaceutical ETF (159718) rose 0.87%, hitting the 4th consecutive gain. The latest price was reported at 0.69 yuan, and the intraday turnover had reached 35.2898 million yuan, with a turnover rate of 15.3%, and the market was actively trading.

As of 11:13 on March 7, 2025, the CSI Pharmaceutical and Medical Device Innovation Index (931484) fell by 0.68%. In terms of constituent stocks, Yirui Technology (688301) led by 1.41%, Huitai Medical (688617) rose 1.21%, and Huahai Pharmaceutical (600521) rose 1.06%; Baili Tianheng (688506) led the decline by 2.77%, Tebao Biotech (688278) fell 2.61%, and Aier Ophthalmology (300015) fell 1.92%. Medical Innovation ETF (516820) fell 0.87%, the latest price was 0.34 yuan, and the intraday turnover has reached 29.0531 million yuan, with a turnover rate of 1.64%.

In the long run, as of March 6, 2025, Hong Kong stock pharmaceutical ETFs have risen by 3.93% in the past two weeks, ranking 1/4 of comparable funds. Healthcare Innovation ETF has risen 5.21% in the past 1 month.

In terms of fund inflow, medical innovation ETF has had a net inflow of funds for 3 days in the past 5 trading days, with a total of 11.4746 million yuan of "gold absorption", and an average daily net inflow of 2.2949 million yuan.

The data shows that leveraged funds continue to be deployed. The net purchase amount of medical innovation ETF financing reached 1.1063 million yuan on the previous trading day, and the latest financing balance reached 83.9325 million yuan.

During the two sessions, Cao Pengjian proposed to use AI technology to promote the universalization of Internet medical care and cultivate new quality productivity of digital and intelligent medical care. According to China Securities Securities, the AI pharmaceutical field is undergoing rapid iteration and change, and the update and iteration of algorithms and the support of computing power have laid a good foundation for the application of AI in the pharmaceutical field. At present, AI algorithms have been deeply and profoundly applied in the preclinical drug discovery stage, and overseas leading clinical CRO companies have been deploying AI in clinical trials for many years, and new drugs developed entirely by AI are expected to be successfully launched within 1-2 years. AI is expected to reshape the model of drug discovery, and bring subtle and continuous cost reduction and efficiency increase to the pharmaceutical industry, driving the rapid growth of the AI pharmaceutical pipeline and market, and is optimistic about the long-term development potential and prospects of the AI pharmaceutical industry.

The CSI Hong Kong Stock Connect Medical and Health Composite Index selects 50 securities of listed companies in the medical and health industry with good liquidity and large market capitalization from the Hong Kong Stock Connect as index samples to reflect the overall performance of the securities of medical and health listed companies within the scope of Hong Kong Stock Connect.

According to the data, as of February 28, 2025, the top 10 weighted stocks of the CSI Hong Kong Stock Connect Medical and Health Composite Index (930965) are BeiGene (06160), WuXi Biologics (02269), Innovent Biologics (01801), Akeso Biologics (09926), JD Health (06618), CSPC Pharmaceutical Group (01093), Sino Biopharma (01177), Ali Health (00241), Zai Lab (09688), Sinopharm ( 01099), the top 10 weighted stocks accounted for 59.55% of the total.

Hong Kong Pharmaceutical ETF (159718), OTC Connect (Ping An CSI Hong Kong Pharmaceutical ETF Connect A: 019598; Ping An CSI Hong Kong Pharmaceutical ETF Connect C: 019599).

The

CSI Pharmaceutical and Medical Device Innovation Index selects 30 listed companies with good profitability and certain growth and R&D innovation capabilities from the listed companies in the medical and health industry as index samples to reflect the overall performance of the securities of listed pharmaceutical and medical device companies with both profitability and growth.

According to the data, as of February 28, 2025, the top 10 weighted stocks in the CSI Pharmaceutical and Medical Device Innovation Index (931484) are WuXi AppTec (603259), Mindray Medical (300760), Hengrui Pharmaceutical (600276), Aier Ophthalmology (300015), United Imaging Healthcare (688271), Kelun Pharmaceutical (002422), Changchun High-tech (000661), Huadong Medicine (000963), and Zhifei Biotechnology (300122). ), Pharmaron (300759), the top 10 weighted stocks together accounted for 66.9%.

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