The Bosera Medical 50 ETF (code 159838) surged 6.23% in a single day, mirroring the 6.54% rise of the CSI Medical 50 Index. The rally was driven by a wave of new‑drug activity: China’s National Medical Products Administration reported a record 5,215 clinical‑trial registrations for 2025, a 6.4% year‑on‑year increase and the first time the total crossed the 5,000‑mark. Analysts say the surge reflects stronger domestic R&D, faster CDE review processes and supportive government policies, putting the country on an upward trajectory for innovative medicines. At the same time, the GLP‑1 peptide market is booming, with global sales projected to hit $145 billion by 2030. WuXi AppTec, a key player in the GLP‑1 supply chain, saw its TIDES (peptide and oligonucleotide) business revenue jump 96% to 11.37 billion yuan in 2025, becoming a major growth engine. The ETF, which tracks 50 leading health‑care firms—including WuXi AppTec, Hengrui Medicine, Mindray and United Imaging—recorded a 4.02% intraday turnover, trading about 6.1 million yuan. Over the past week the fund’s price rose 1.38% and daily average turnover hovered around 3.8 million yuan. While the performance is promising, investors are reminded that funds carry medium‑level risk and past returns do not guarantee future results.
Read moreThe Penghua STAR 200ETF (588240) surged in mid‑session trading, driven by a wave of positive news across several high‑growth sectors. First, stocks tied to innovative medicines rallied after the National Medical Insurance Bureau released its 2026 drug catalog draft, approving 557 basic‑insurance drugs and 54 commercial‑insurance innovative drugs. The announcement sparked a flurry of share‑buyback programmes: China Biologic Products pledged up to HK$20 billion, WuXi AppTec announced a RMB 10 billion A‑share repurchase, and other biotech leaders such as Hengrui Medicine and Akam Bioscience disclosed similar plans. Meanwhile, the National Medical Products Administration reported a record‑high 5,000+ clinical trials in 2025, with new‑drug trials accounting for 57.5% of the total – an 18% year‑on‑year rise. In the energy arena, China’s flagship fusion research facility achieved a major milestone as its toroidal field magnet and high‑temperature superconducting solenoid passed final tests, positioning the project at the forefront of global fusion technology. The semiconductor sector also added momentum, reinforcing the ETF’s upward trajectory. While the report highlights strong sector fundamentals, it carries a disclaimer that the information is for reference only and does not constitute investment advice.
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