阿斯利康(AZN.US)拟2030年前向美投资500亿美元，欧洲药企加速避关税布局

Core Viewpoint - AstraZeneca plans to invest $50 billion in the U.S. by 2030, responding to potential import drug tariffs and aiming to enhance local production and R&D capabilities [1] Group 1: Investment Plans - The investment will include the construction of a new chronic disease drug factory in Virginia, with a budget of $4 billion [1] - This new investment is an addition to AstraZeneca's previous commitment of $3.5 billion by the end of 2026 [1] - The company currently employs nearly 18,000 people in the U.S. [1] Group 2: Industry Trends - European pharmaceutical companies are increasing investments in the U.S. to mitigate tariff risks, with Novartis announcing a $23 billion infrastructure investment and Roche proposing a $50 billion investment [1] - Sanofi has also committed to investing at least $20 billion in the U.S. by 2030 [1] - AstraZeneca and other companies are forming a new supply chain model: "U.S. production for the U.S. market, European R&D, and Asian manufacturing" [1] Group 3: Regulatory Environment - AstraZeneca's CEO Pascal Soriot has urged U.S. policymakers to consider tax incentives instead of tariffs to attract local investments [2] - Soriot acknowledges the strategic need for countries to secure their drug supply chains, aligning with the vision promoted by the Trump administration [2] - The new tariff policy proposed by Trump, effective August 1, will implement floating tariffs, requiring companies to relocate production within a year or face tariffs up to 200% [2] Group 4: Corporate Strategy and Market Position - Under Soriot's leadership, AstraZeneca's market value has more than doubled, positioning the company among the top players in the global oncology market [2] - The company has established significant R&D pipelines in cardiovascular, renal, and metabolic diseases [2] - Recent strategic adjustments reflect a broader trend among multinational pharmaceutical companies responding to changing trade policies and a restructuring of the global pharmaceutical landscape [2]