科创生物医药ETF(588250)冲击四连阳，美国“200%医药关税”引市场担忧

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index (000683) has seen a strong increase of 1.42%, with notable gains from constituent stocks such as Shanghai Yizhong (688091) up 8.67%, Yifang Biotech (688382) up 8.45%, and BeiGene (688235) up 5.66% [1] - The U.S. government has threatened to impose tariffs of up to 200% on imported pharmaceuticals to encourage "industrial return," causing global industry turmoil and raising concerns among domestic pharmaceutical companies heavily reliant on drug imports [1] - Experts warn that if U.S. pharmaceutical tariffs are implemented, it will inevitably lead to increased drug prices and supply shortages [1] Group 2 - China’s share in global innovative drug business development (BD) transactions has increased from 3% in 2019 to 13% in 2024, with the monetary share rising from 1% to 28% [2] - In the first half of 2025, the total amount of innovative drug license-out transactions in China has approached $66 billion, surpassing the total BD transaction amount for the entire year of 2024 [2] - Major transaction categories in the first half of 2025 include Antibody-Drug Conjugates (ADC) and bispecific antibodies, with expectations for several related BD deals to materialize in the second half of 2025 [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Biopharmaceutical Index (000683) include companies like United Imaging Healthcare (688271) and BeiGene (688235), collectively accounting for 50.3% of the index [3]