Multiple catalysts ignite the innovative drug sector! The Hang Seng Medical ETF, which recently attracted over 1.1 billion yuan, surged more than 3%.

Gelonghui, October 31st | Today, the innovative drug sector, which had been adjusting for multiple days, launched a full-scale rally. In the Hong Kong stock market, Dyadic Biosciences surged over 12%, 3SBio rose more than 11%, and Kelun-Biotech and Innovent Bio both increased by over 8%. This drove the Sci-Tech Pharma ETF and Hang Seng Pharma ETF up by more than 3%. Key developments include: ① The easing of U.S.-China relations has reduced potential disruptions, combined with continued progress in overseas licensing deals this year, especially as the fourth quarter marks the peak season for business development (BD), such as the recent major BD deal exceeding RMB 10 billion reached by Innovent Bio. Additionally, Innovent Bio announced total product revenue of over RMB 3.3 billion for Q3, maintaining robust growth of approximately 40% year-on-year. ② Industry accumulation...

Gelonghui FinanceOct 31 11:13

Midday ETF Review | Surge in the New Energy Vehicle Supply Chain: Battery 50 ETF and Battery ETF Soar Over 4%

Gelonghui, September 29th | The three major A-share indices collectively rose in early trading. As of the midday break, the Shanghai Composite Index was up 0.13%, the Shenzhen Component Index rose 1.11%, the ChiNext Index gained 1.77%, and the Beijing Stock Exchange 50 Index increased by 0.85%. The half-day trading volume of the Shanghai, Shenzhen, and Beijing markets reached 1.2937 trillion yuan, a decrease of 88 billion yuan compared to the previous day. More than 3,000 stocks across the market were on the rise. The new energy industrial chain made a strong comeback, with lithium battery-related stocks triggering a wave of limit-up surges. The non-ferrous metals sector remained highly active, while brokerages showed strength during the session. Robotics and liquid cooling concepts rebounded after opening lower; traditional defensive sectors such as coal, banking, and agriculture declined against the trend. In terms of ETFs, there was a significant surge in the new energy industrial chain.

Gelonghui FinanceSep 29 11:42

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...

Gelonghui FinanceJul 17 10:15

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.

Gelonghui FinanceJul 11 10:03

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.

Gelonghui FinanceJul 3 11:28

Innovative drugs surged in the afternoon, with Yinhua CSI Innovative Drugs Industry ETF, Hong Kong Stock Connect Innovative Drugs ETF, and CSI Health Care ETF experiencing significant increases.

The three major A-shares indices experienced slight fluctuations today. By the close, the Shanghai Composite Index rose by 0.39% to 3,457 points, the Shenzhen Component Index increased by 0.11%, and the GEM Index fell by 0.24%. The total trading volume reached 1.5 trillion yuan, a decrease of 20.7 billion yuan compared to the previous trading day, with over 2,600 stocks in the All Market rising. Innovative drug concept stocks surged in the afternoon, with Zhejiang Anglikang Pharmaceutical achieving a gain of 2 boards in 3 days, Frontier Biotechnologies Inc. reaching the daily limit at 20cm, while Staidson and Kexing Biopharm rose by over 10%. Zhejiang Anglikang announced that the company has noticed a recent high level of market attention on the innovative drug business. Currently, the company has only one innovative drug project under research, which is the ALK-N001 project, and this project was introduced on day 2.

Gelonghui FinanceJul 1 17:33