CSOP HEALTHCARE

HKEX Discloses: JPMorgan Increases Short Position in Wuxi AppTec H-Share to 3.34% on May 14

BeiGene 2026 Q1 Earnings Soar: Net Profit Surges 178x, Revenue Breaks 10 Billion RMB Barrier

CSPC's SYH2095 receives clinical trial approval and FDA clearance, trials set to begin in April 2026

BlackRock Increases Stake in Wuxi AppTec H-Shares to 6.32%

China Biopharma spends 10 million HKD to repurchase 1.89 million shares on May 18

BeiGene's Sorotorac Gets FDA Accelerated Approval, Deepening BCL-2 Layout to Mitigate Single-Product Risk

China Biopharma spends 10.0269 million HKD to repurchase 1.87 million shares

Orient Securities: WuXi AppTec 2026 Q1 Net Profit 4.65B, Maintains Buy Rating with Target Price 140.16 Yuan

Zhongtai Securities lowers Sanhome's earnings forecast and maintains Buy rating

BeiGene's Brukinsa Approved by FDA

China Biopharmaceutical Announces Preclinical Results of Obesity Treatment Candidate TQF6422

Hanson Pharma Group Begins HS-10541 Clinical Trial with NMPA Approval

China Bio-Pharmaceuticals repurchased 1.78 million shares

Innovent Biologics to Present Phase 3 Trial Results of Mazdutide at 2026 ADA Scientific Sessions

CStone Pharmaceuticals Reaps Significant Benefits from 707 Authorization Deal with Pfizer

BGI Q1 Profit Surges, Revenue Breaks 10 Billion Yuan

Jade Pharmaceutical's SYS6010 Enters Phase 3 Clinical Trials for Esophageal Squamous Cell Carcinoma

China Biopharmaceutical bought back 1.81 million shares for HKD10.0149 million

China BioPharmaceuticals repurchasing 1.81 million shares

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

The bleeding disorder testing market is projected to grow from USD 109.2 billion in 2025 to USD 234.6 billion by 2036, with a CAGR of 7.2%. This growth is driven by rising demand for performance-grade diagnostic solutions, increased hospital procurement, and a focus on regulatory compliance. Key segments include reagents and consumables, with hemophilia A being the leading indication. Major growth regions include China, India, Germany, France, and the United States, as healthcare institutions prioritize reliable diagnostic systems.

MorningStar

Siemens Healthineers AG

Roche

Thermo Fisher Scentific

Abbott Laboratories

Horiba , Ltd.

Pfizer

Baxter

ROCHE HOLDINGS AG

FMI Reveals Bleeding Disorder Testing Market USD 117.1 Billion in 2026 to USD 234.6 Billion by 2036 Driven by Expanding Demand for Performance-Grade Diagnostic Solutions

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As of April 16, 46 Hong Kong stock thematic funds have been launched this year, doubling the number from the same period last year. Currently, 11 Hong Kong stock thematic funds are being issued, with another 4 set to start soon. In terms of investment direction, technology and healthcare sectors have attracted significant attention, particularly the Hong Kong Connect Information Technology Thematic ETF and multiple medical thematic ETFs currently under issuance

Wallstreetcn

Hwabao WP CSI Hong Kong Connect Medical Treatment Thematic ETF

Bosera Hang Seng SCHK Innovative Drug Select ETF

GF CSI HK Innovative Drugs Industry ETF(QDII)

ChinaAMC CSI Hong Kong Connect Medical Treatment Thematic ETF

Huaan Hang Seng SCHK Technology ETF

Penghua CSI HK Connect Health Care Composite ETF

Dacheng Hang Seng Technology ETF(QDII)

E Fund Hang Seng SCHK Innovative Drug ETF

Bosera Hang Seng Health Care ETF(QDII)

Hwabao WP CSI HK Connect Information Technology Composite ETF

Fullgoal Hang Seng SCHK Innovative Drug & Healthcare ETF

Tianhong Hang Seng TECH ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

E Fund CSI Hong Kong Connect Medical Treatment Thematic ETF

CSOP HS TECH

Hwabao WP Hang Seng SCHK Innovative Drug Select ETF

ChinaAMC Hang Seng Technology ETF(QDII)

HSTECH ETF

Hang Seng TECH ETF I

Tianhong CSI Robot ETF

Focusing on Technology and Healthcare Sectors, 46 Hong Kong Stock Thematic Funds Launched This Year

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This week (from March 23 to 27), the Hong Kong stock market experienced fluctuations and differentiation, with the healthcare sector rising against the trend by 3.1%, becoming the only core index to increase. Southbound funds saw significant inflows, with a net purchase exceeding HKD 25 billion. The technology and consumer sectors, part of the new economy, performed relatively weakly, with the Hang Seng SCHK New Economy Index slightly declining by 0.5%. Overall, the capital market is active, with the E Fund Technology ETF attracting over RMB 2 billion in the past month. Investment should be approached with caution

腾讯新闻 - 财经

E Fund CSI Biotechnology Theme ETF

Yinhua CSI Innovative Drugs Industry ETF

ChinaAMC Hang Seng Biotechnology Technology ETF(QDII)

China Southern Hang Seng Biotech ETF(QDII)

Ping An CSI Medicine and Medical Device Innovation ETF

Penghua SSE STAR Biology and Medicine ETF

Huaan Hang Seng Biotech ETF

ICBCCS SSE STAR Biology and Medicine ETF

EFUND BIOPHAR ETF

Founder Fubon CSI Medicine and Medical Device Innovation ETF

Hang Seng Index

Guotai CSI Bio-medicine ETF

Hang Seng Composite Index

Minsheng Royal CSI Biotechnology Theme ETF

ChinaAMC SSE STAR Biology and Medicine ETF

E Fund Hang Seng Technology ETF(QDII)

Harvest Hang Seng HK Equities New Economy Index Fund(LOF)-A

ChinaAMC CSI Biotechnology Theme ETF

Hang Seng TECH Index

Tianhong CNI BIOMEDICINE ETF

ChinaAMC SSE Health Care ETF Initiating Fund

China Merchants CSI Biotechnology Theme ETF

E Fund CSI 300 Health Care ETF

The Hong Kong stock market's new economy sector experienced fluctuations and differentiation throughout the week, with the pharmaceutical sector leading the gains and significant inflows of southbound funds

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The China Securities Regulatory Commission released a quarterly report, indicating that Hong Kong's total IPO fundraising exceeded HKD 280 billion last year, ranking first in the world. Since the launch of the special line for technology companies in May last year, 119 applications from unprofitable biotechnology and specialized technology companies have been received. Last year, the average daily trading volume of the Hong Kong Stock Connect increased by 151%, with a cumulative net inflow of over HKD 5.1 trillion. In terms of digital assets, the managed assets of tokenized retail money market funds grew to HKD 8.66 billion, and the total market value of ETFs increased to HKD 618.7 billion. The net inflow of registered funds in Hong Kong grew by 118.5%

AASTOCKS

First Trust NYSE Arca Biotech Index Fd

GX HS TECH

Huatai-PB Hang Seng Biotech ETF

CAM HSBIOTECH

CAM HS TECH-R

CAM HS TECH-U

ISHARESHSTECH

China Universal CSI Biotechnology Theme Index Initiating Fund(LOF)-A

China Universal Hang Seng Technology ETF(QDII)

CAM HS TECH

CAM HSBIOTECH-U

CSRC: The special line for science and technology enterprises received 119 applications from unprofitable biotechnology and specialized technology companies last year

The Financial Secretary of the Hong Kong Special Administrative Region, Paul Chan, announced in the budget for the fiscal year 2026 to 2027 that an "International Clinical Trials Academy" will be established next year. The academy aims to promote the introduction and export of national biomedicine technology, helping Hong Kong become a center for international medical innovation

Chen Maobo: The International Clinical Trials Academy will be established next year

The Hang Seng Index Company plans to expand its biotechnology index product ecosystem. CEO Wu Wanwen pointed out that the Hang Seng Index performed excellently last year, with an annual increase of 27.8%. In the future, it will strengthen the market leadership of the technology and biotechnology sectors and expand the scale of related asset management. The biotechnology index rose 8.8% this January, surpassing the 7.4% increase of the Hang Seng Composite Index. The company will continue to develop more derivative products to support the development of the healthcare industry

The Hang Seng Index Company plans to expand its biotechnology index product ecosystem

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Hong Kong's Financial Secretary, Paul Chan, spoke at the World Economic Forum in Davos, highlighting the benefits of digital assets in finance. He emphasized their role in enhancing transparency and efficiency while supporting technological development. Hong Kong is taking a proactive approach to digital assets, adhering to the principle of "same activity, same risk, same regulation." The city has licensed 11 virtual asset trading platforms and plans to issue stablecoin licenses. Additionally, it has issued $2.1 billion in tokenized green bonds and launched a regulatory sandbox to foster innovation.

CoinLive

Grayscale Ethereum Staking ETF

WisdomTree Bitcoin Fund

Invesco Galaxy Ethereum ETF

Global X Fintech

IShares Ethereum Trust ETF

Grayscale Bitcoin Trust BTC - ETF

VanEck Bitcoin ETF

YieldMax COIN Option Income Strategy ETF

BOS HSK BTC-U

BOS HSK ETH

Valkyrie Bitcoin and Ether Strategy ETF

CAM BTC-U

HGI BTC

FA CSOP BTC

CoinShares Bitcoin ETF

HASHKEY HLDGS

Grayscale Ethereum Mini Staking ETF

Direxion Daily Crypto Industry Bull2XETF

CAM BTC

Fidelity Ethereum Fund

Franklin Ethereum ETF

FA SAMSUNG BTC

Franklin Bitcoin ETF

FA CSOP ETH

iShares Bitcoin Trust ETF

Grayscale Ethereum Covered Call ETF

BOS HSK BTC

ARK 21Shares Bitcoin ETF

Amplify Transform Data Sharing ETF

Bitwise Bitcoin ETF

Coinbase

Roundhill COIN WeeklyPay ETF

21Shares Ethereum ETF

VanEck Ethereum ETF

Proshares Ether Strategy ETF

CAM BTC-R

Grayscale Bitcoin Premium Income ETF

Fidelity Wise Origin Bitcoin Fund - ETF

ProShares Bitcoin Strategy ETF

Bitwise Ethereum ETF

ARK Fintech Innovation ETF

Hong Kong's Financial Secretary Highlights Digital Assets at Davos Forum

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ALPHAMAB-B (9966.HK) has seen a continuous decline after the market closed on January 20, with the overall Hong Kong biotechnology sector lacking excitement. The company has not announced any significant clinical progress or financing recently, and although trading volume slightly increased throughout the day, there was no significant action from major players, as investors' focus has shifted back to sector rotation. There are rumors in the news that the adjustment window for the medical insurance catalog is approaching, and market funds are leaning towards innovative drugs and emerging sectors, while ALPHAMAB has not shown significant movement following the hot trends. The intraday fluctuations have been mild, with no significant gathering of major players, and the buying pressure remains to be validated. On the technical side, the MACD continues to trend downward, and the 5-day moving average is providing short-term resistance, raising doubts about the sustainability of any rebound. Moving forward, attention should be paid to the substantive progress of medical insurance negotiations and the future structural rotation of the sector. If the biotechnology sector experiences another overall pullback or if the company faces unexpected negative news, short-term pressure may significantly increase. The operational suggestion is to continue observing from the right side, closely track marginal policy changes and sector movements, and wait for signals of major capital action to emerge

Technical Forecast

GX CN BIOTECH-U

Yinhua CSI HK Equities Medical and Health Integration ETF

GX CN BIOTECH

Ping An CSI HK Equities Medical and Health Integration ETF

E Fund CSI HK Equities Medical and Health Integration ETF

Tianhong Hang Seng Shanghai-Shenzhen-Hong Kong Innovative Drugs Selected 50 ETF

ALPHAMAB-B

Morning Trend | ALPHAMAB is testing the bottom with reduced volume, will the main opportunities in the pharmaceutical sector rotate?

CSOP HEALTHCARE(03174.HK)