Group 1 - The U.S. President Trump announced a new round of high tariffs on various imported products, including a 100% tariff on patented and branded drugs, effective from October 1 [2][3] - A-share pharmaceutical stocks experienced a significant decline, with CRO and chemical pharmaceutical sectors dropping over 2% [2] - The proposed tariffs do not apply to raw materials, and the impact on Chinese pharmaceutical companies exporting formulations to the U.S. is under consideration [2] Group 2 - Some pharmaceutical companies, such as Huahai Pharmaceutical and Haizheng Pharmaceutical, stated that they would not be affected as they primarily sell generic drugs in the U.S. [2][3] - Kelun Pharmaceutical also confirmed that it would not be impacted by the new tariffs [3] - Currently, only BeiGene is selling innovative drugs independently in the U.S. market among A-share pharmaceutical companies [5] Group 3 - BeiGene's stock price fell over 4% on September 26, but the company believes the tariff policy's lack of specific details will limit its impact [6] - BeiGene's New Jersey facility, with an investment of $800 million, is expected to support global business growth and the development of innovative cancer drugs [6]
A股医药股大跌 喊药价高的特朗普要加征关税了 对药企影响如何