Mass production of brain-computer interfaces to begin in 2026! The Hang Seng Medical ETF (159892) surged by 6%, with a 'brain-computer interface' exposure exceeding 20%. The Medical Device ETF (562600) rose by 5.6%.
Gelonghui, January 5th | On the first trading day of A-shares in 2026, the brain-computer interface sector experienced a strong surge. Component stocks such as Botuoshengwu, Sainuo Medical, and Xiangyu Medical collectively hit the “20CM” limit-up, driving the Medical Device ETF up by 5.6%. The Hong Kong stock medical sector also saw broad gains, with the Hang Seng Pharma ETF and the HK Stock Connect Medical ETF rising by 6% and 5.7%, respectively. News highlights: ① Elon Musk recently stated on social media that his brain-computer interface company Neuralink will begin “mass production” of brain-computer interface devices in 2026. ② According to CCTV, in 2025, China has already approved innovative products for market entry.
Just now, a major futures index was released!
The Resonance Between Derivatives and ETFs
Express News | The entire pharmaceutical sector in the Hong Kong stock market has strengthened, with the Hang Seng Pharmaceutical ETF rising over 2%.
Intelligent Market Analysis of Hong Kong Stocks | Price Hike Themes Dominate the Market, Technology Stocks Begin to Show Signs of Recovery
Today, both markets opened lower but surged significantly, with the Shanghai Composite Index breaking through the 4,000-point mark to reach a ten-year high. The Hang Seng Index also surpassed the 27,000-point level, coming within less than 300 points of this year's peak, while trading volume exceeded 270 billion Hong Kong dollars.
The U.S. government shutdown ends! Gold and innovative drugs rally together, with Hang Seng Medicine ETF and Gold Stock ETF surging over 3%. The CSOP Gold ETF, which has seen 10 consecutive inflows, rose by 1.4%.
Gelonghui, November 13th | The gold and innovative pharmaceuticals sectors continued their recent upward momentum today. The Huaxia Gold ETF rose by 1.41%, while the more elastic Gold Stock ETF surged by 3.12%, and the Hang Seng Pharmaceuticals ETF increased by 3.36%, marking two consecutive days of gains. News highlights: ① Overnight spot gold continued to rebound to USD 4,196.54 per ounce, nearing the USD 4,200 mark. The latest reports indicate that U.S. President Trump signed a temporary federal funding bill passed by both chambers of Congress at the White House, ending the longest government shutdown in history, which had lasted for 43 days. This is expected to ease the recent tightness in dollar liquidity.
The innovative drug sector in Hong Kong's stock market rebounded, with the Hang Seng Pharmaceuticals ETF rising by 2.8%. The Hang Seng SOE Dividend ETF surged over 11% starting from September 26.
Gelonghui, November 12 | The Hong Kong stock innovative drug sector opened high and continued to rise, with 3SBio and BeiGene up by 6%. DyNAbtx and Akeso rose by 4.36% and 3.72%, respectively, driving the largest-scale Hang Seng Medical ETF tracking these stocks to increase by 2%. The dividend sector extended its upward trend, with the Hong Kong SOE Dividend ETF rising over 1%, accumulating an 11% gain from September 26 to date. In terms of news: ① BeiGene reported total revenue of $1.4 billion in Q3, a robust year-over-year increase of 41%, setting a record high for the same period. Its GAAP net profit for the period was $125 million, reversing a year-over-year loss. ② On the industry front, last week's updates on the National Essential Medicines List for 2025...
A Comprehensive Overview of the Core Directions of the 15th Five-Year Plan and Related ETFs!
Historic transformation
Amid the ESMO conference and the Q3 earnings season, the innovative drug sector achieved two consecutive days of gains, with the Hang Seng Pharmaceuticals ETF rising 2% and attracting inflows for four consecutive sessions.
Gelonghui, October 16th | The Hong Kong stock innovative pharmaceuticals sector rebounded strongly for the second consecutive day after a period of consolidation. 3SBio, DualityBio, and Akeso rose by 7.76%, 6.88%, and 6.72% respectively, driving the Hang Seng Pharmaceuticals ETF and the HGT Healthcare ETF (520510) to increase by 2.04% and 0.57% respectively. Key catalysts include: ① The 2025 European Society for Medical Oncology (ESMO) Annual Congress, scheduled to take place in Berlin, Germany, from October 17th to 21st. Among the domestic innovative pharmaceutical companies selected for ESMO are Akeso, Kelun-Biotech, Hengrui Pharma, RemeGen, and Junshi Biosciences.
Hong Kong stocks rebound! The Hong Kong Stock Connect Technology ETF and Hang Seng Medical ETF, which have seen continuous inflows despite declines, rose over 1%.
Gelonghui, October 15 | The Hong Kong stock market opened higher and trended upward today, with the Hang Seng Tech Index rising over 1%. The technology and internet stocks, as well as the innovative pharmaceuticals sector, led gains. JD Health and Bilibili surged over 4%, while Ali Health and Alibaba rose more than 3%, driving the Hang Seng Pharmaceuticals ETF and the Hong Kong Stock Connect Technology ETF to increase by over 1%. In terms of news: ① Federal Reserve Chair Powell warned on Tuesday that the U.S. labor market is showing further signs of distress, hinting at another rate cut opportunity before the October monetary policy meeting. ② On October 14, the Hong Kong Exchanges and Clearing Limited (HKEX) announced plans to launch futures based on the Hang Seng Biotechnology Index, further optimizing its expanding range of derivative products.
Surging Wildly! Capital Floods into These Specialty ETFs
Comprehensive Review of Popular Investment Sectors
A report has caused a collapse! Hong Kong stocks of innovative drugs surged sharply, with funds actively purchasing the Hang Seng Healthcare ETF against the trend.
On September 11, Glonghui reported that today's Hong Kong stock market for innovative drugs experienced a dramatic deep V-shaped trend. Hansoh Pharmaceutical, BeiGene, and CSPC Pharma fell by 7.98%, 7.44%, and 6.86%, respectively. The Hang Seng Medical ETF (159892) once plunged by 6.49% during the session, but the decline quickly narrowed to -3.3%. There was a net subscription of 92 million units during the session, and the Hong Kong Stock Connect Medical ETF reduced its maximum decline from 4.64% to -1.88%. On the news front, The New York Times reported on September 10 that the Trump administration is considering a draft executive order aimed at innovative drugs from China.
Last week, equity ETFs saw an inflow exceeding 28 billion yuan, while broad-based ETFs such as the Sci-Tech Innovation 50, CSI 500, and ChiNext Index experienced profit-taking.
Last week, the ETF market experienced a substantial net inflow of 45.5 billion yuan, with stock ETFs seeing a remarkable inflow of 28.199 billion yuan, while bond ETFs continued to record a net inflow of 12.294 billion yuan.
Smart capital is entering the market through ETFs, with the number of ETFs exceeding one hundred in the hundred billion range, marking a prosperous year for industry and thematic strategy ETFs.
① The Shanghai Composite Index has broken through 3,800 points, with industry insiders declaring the "full bull market has commenced"; ② There is a surge of capital flowing into ETFs, with the number of ETFs exceeding 100 billion expected to surpass 100; ③ Is additional capital on the horizon? Institutional viewpoints are filled with optimism.
Seven new ETFs doubled in value in a single day, with innovative drugs being the key theme. Is it still a good time to buy after such a surge?
On July 29, the number of ETFs and actively managed equity funds that have doubled in value increased by 7 and 5, respectively, with many of them related to innovative pharmaceuticals. Currently, the total number of funds in the All Market that have doubled in value this year has risen to 16, with the highest year-to-date net return approaching 140%.
The BD (Business Development) boom in innovative drugs continues, with Hengrui Pharmaceuticals and GSK reaching a potential $12.5 billion combined licensing agreement.
① An initial payment of $500 million, with the total BD amount reaching $12.5 billion; ② In the first half of this year, the total value of out-licensing deals by Chinese pharmaceutical companies has exceeded $60.8 billion, surpassing the total for the entire previous year, and the annual growth rate is expected to reach a high point in recent years.
The pharmaceutical Sector is booming again! AKESO's stock has risen over 9%, reaching a new historical high, with Goldman Sachs stating that the global capital re-evaluation of Chinese innovative drugs has just begun.
According to Gelonghui on July 17, the medical Sector continued to surge today, with the Hong Kong innovative drug Sector leading the rise. AKESO, a developer of the world's first and best-in-class dual antibody drugs, rose over 9% to reach a new historical high. SKB BIO-B and 3SBIO rose over 9% and over 7%, respectively, both also reaching new historical highs. BEIGENE rose over 7%, while GENSCRIPT BIO, TIGERMED, and others rose over 4%. In terms of news: ① SINO BIOPHARM announced the acquisition of Lixin Pharmaceutical! On July 15, SINO BIOPHARM announced that the company will fully acquire Lixin Pharmaceutical through a buyer, and the transaction amount will not exceed 0.95092 billion USD. ② The eleventh batch of national...
The CXO Sector has also surged! WUXI APPTEC's net income in the first half is expected to double, rising over 9%.
Gelonghui, July 11 | Today, the concepts of CNI Biomedicine, innovative drugs, and pharmaceutical outsourcing have strengthened, with WUXI XDC rising over 9% and WUXI APPTEC AH Stocks also rising over 9%, driving the Hang Seng Biotech Index up 1.5%. On the news front, WUXI APPTEC is expected to earn 8.561 billion yuan in the first half of the year, a year-on-year increase of 101.92%. Q2 saw a quarter-on-quarter growth of 18.54%, exceeding expectations. Despite facing ongoing global trade obstacles, WUXI APPTEC's orders have been almost unaffected, continuing to maintain growth, further demonstrating the irreplaceability of domestic CXOs. With the biopharmaceutical legislation stagnating and the company's fundamentals continuously improving, stock prices last year.
Support policies for the high-quality development of innovative drugs continue to be implemented, and the Hong Kong A sector for innovative drugs has erupted again.
Gelonghui, July 3rd | Today, the Hong Kong A-share innovative drug Sector has erupted again, with AKESO, Ascentage Pharma, and INNOVENT BIO rising by 10.99%, 8.83%, and 6.49% respectively. On July 1st, the National Healthcare Security Administration and the National Health Commission issued "Several Measures to Support the High-Quality Development of Innovative Drugs", proposing 16 measures in five areas: strengthening support for innovative drug research and development, supporting innovative drugs to enter the medical insurance catalog and commercial health insurance catalog, encouraging the clinical application of innovative drugs, improving the multi-payment capacity for innovative drugs, and reinforcing organizational guarantees. The policy supporting the development of innovative drugs across the Industry Chain continues to be implemented, which is beneficial for the innovative drug Sector.
Big change! The latest actions of massive funds have been revealed.
Significant review of the first half of the year.
After four consecutive days of decline, Hong Kong stocks in innovative pharmaceuticals are attempting to rebound, with over 3.2 billion in funds continuously flowing into related ETFs.
On June 19, Gelonghui reported that in today's early session, the Hong Kong stock market's innovative drug Sector started high, with the Hang Seng Biotechnology Index rising 1.4% at one point, ranking among the top of the ETF increase list, but the gains later narrowed. Yesterday afternoon, the Hang Seng Biotechnology Index briefly turned from red to green, ultimately closing down slightly by 0.4%, forming a cross star candlestick, which may indicate an attempt at a counterattack in the Hong Kong stock market's innovative drug Sector after four consecutive days of correction since last Friday. During the correction period, funds have continued to bottom out related Hong Kong innovative drug theme ETFs; according to Wind data, from June 13 to June 18, the net Inflow for the Hong Kong innovative drug Index and other indices amounted to 32.36 million.