As of 11:25 on January 14, 2025, the CSI Vaccine and Biotechnology Index rose strongly by 2.20%, with constituent stocks BeiGene rising 9.38%, Hualan Vaccine rising 4.95%, Digene Pharmaceuticals rising 4.86%, and Zhixiang Jintai, Dongbao Bio and other stocks following the rise. Bio-Vaccine ETF (562860) rose 2.28%, and the intraday turnover reached 11.6195 million yuan, with a turnover rate of 4.12%.

In terms of shares, the latest shares of Bio-Vaccine ETF reached 485 million, a record high in the past month.

It is worth noting that the valuation of the CSI Vaccine and Biotechnology Index tracked by the fund is at a historical low, with the latest price-to-book ratio PB being 2.64 times, which is lower than the index's 89.23% of the time in the past three years, and the valuation cost-effectiveness is outstanding.

Data shows that as of December 31, 2024, the top ten weighted stocks of the CSI Vaccine and Biotechnology Index are Zhifei Bio, Wantai Bio, Watson Bio, Hualan Bio, Kangtai Bio, Shandong Yaobo, Ganli Pharmaceutical, BeiGene, Fosun Pharma, and Changchun High-Tech, and the top ten weighted stocks account for a total of 51.28%.

On the news side, the recent influenza epidemic has shown a high incidence trend in many places. The latest data from the China Center for Disease Control and Prevention shows that the current influenza virus positivity rate continues to rise, of which more than 99% are influenza A. The China Center for Disease Control and Prevention emphasizes that vaccination is the most economical and effective way to prevent infectious diseases. It is currently the best time for influenza vaccination.

The level of vaccine research and development technology in my country is constantly improving, and vaccine companies are also actively seeking breakthroughs in products and markets. In the long run, the three major driving factors constructed by policies, demands and technologies remain unchanged and will drive the industry to grow in a long-term positive direction.

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