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As of March 27th, 13:18, the innovative drug sector surged by 3.79%, while the Hong Kong innovative drug sector rose by 4.82%, with increased trading activity. In terms of individual stocks, CSPC PHARMA (01093.HK) and EVEREST MED (01952.HK) both rose over 10%, InnoCare Pharma (03696.HK), Eucure Biopharma-B (09606.HK), and Kejia Pharmaceutical-B (02171.HK) increased by over 8%, while INNOVENT BIO (01801.HK) and others rose by over 6%. The core driving force is the better-than-expected performance of leading companies, achieving annual profitability for the first time, further solidifying the industry's profit inflection point, which has led to a comprehensive recovery in sector sentiment.
From an industry trend perspective, the fundamentals of the industry continue to deliver, officially entering a new phase of profit realization. On March 26th, INNOVENT BIO disclosed its 2025 performance, with total annual revenue of 13.042 billion yuan, a year-on-year increase of 38.4%, achieving annual profitability for the first time, with a net profit of 810 million yuan successfully turning losses into profits. The company holds 18 listed products, with 12 included in the medical insurance catalog, and the dual-driven strategy of oncology + chronic diseases has shown significant results. Meanwhile, several pharmaceutical companies, including Innovent Biologics and EVEREST MED, have also achieved profitability, confirming the overall profit inflection point in the industry.
From a valuation perspective, the innovative drug sector offers outstanding cost-effectiveness and ample upward potential. After previous adjustments, the valuation of Hong Kong innovative drugs has fallen to historically low levels. Coupled with the verification of leading inflection points, the enhancement of the industry's strategic position, and the continuous realization of overseas orders, multiple positive factors resonate, solidifying the medium to long-term upward trend, with clear advantages in current allocation odds.
Seize the recovery trend of innovative drugs, with a focus on related investment tools: Hong Kong Stock Connect Innovative Drug ETF E Fund (159316), which has a low fee compared to peers; simultaneously, you can pay attention to the Hong Kong Stock Connect Medical ETF E Fund (520850), allowing for a one-click allocation of core pharmaceutical assets.

01952

159570

159992

As of March 27, the innovative drug sector surged by 3.79%, while the Hong Kong innovative drug sector rose by 4.82%. Stocks such as CSPC PHARMA and EVEREST MED increased by over 10%. INNOVENT BIO achieved annual profitability for the first time, confirming the industry's profit inflection point and improving overall sentiment. The industry's fundamentals continue to improve, with valuations falling to historical lows, providing ample upward potential in the future. It is recommended to pay attention to the Hong Kong Connect Innovative Drug ETF and healthcare ETF allocations

腾讯新闻 - 财经

EVEREST MED

China Universal CNI HK Connect Innovative Drugs Industry ETF

Yinhua CSI Innovative Drugs Industry ETF

INNOVENT BIO

Guotai SSE STAR Brand Name Drug ETF

Fullgoal Hang Seng SCHK Innovative Drug & Healthcare ETF

E Fund Hang Seng SCHK Innovative Drug ETF

GF CSI HK Innovative Drugs Industry ETF(QDII)

Bosera Hang Seng SCHK Innovative Drug Select ETF

Hwabao WP Hang Seng SCHK Innovative Drug Select ETF

Huatai-PB Hang Seng Innovative Drugs Industry ETF(QDII)

SSY GROUP

CSPC PHARMA

Yinhua CNI HK Connect Innovative Drugs ETF

Guotai CSI Hugangshen Innovative Drugs Industry ETF

The profitability turning point of leading innovative drug companies has been confirmed, and the sector's sentiment is warming up, welcoming a configuration window