特朗普宣布：加征100%关税！业内：对中国企业没什么影响，“欧洲受影响较大”

Core Viewpoint - The recent announcement by former President Trump regarding new tariffs on various imported products, including a 100% tariff on branded and patented pharmaceuticals, is expected to have limited impact on Chinese pharmaceutical companies, while European pharmaceutical firms may face more significant challenges [1][3][4]. Group 1: Impact on Chinese Pharmaceutical Companies - The new tariffs do not apply to generic drugs, and the number of innovative Chinese drugs sold in the U.S. is limited, resulting in minimal impact on Chinese pharmaceutical firms [3][4]. - China's pharmaceutical export value is relatively small, ranking 10th globally with an export value of $54.56 billion, which is only 17.8% of the U.S. total [4]. - The branded drugs targeted by the tariffs have a low export volume from China to the U.S., with most brand-name drugs consumed in the U.S. coming from European countries [4][5]. Group 2: European Pharmaceutical Industry Challenges - The European pharmaceutical industry is facing direct impacts from the new U.S. tariff policies, with a projected 13.5% increase in pharmaceutical exports to the U.S. in 2024 [6]. - Ireland is a key hub for European pharmaceuticals, with exports to the U.S. expected to reach €44.4 billion in 2024, accounting for over 60% of its exports to the U.S. [6]. - Major pharmaceutical companies are increasing investments in U.S. manufacturing to mitigate tariff impacts, with significant commitments from companies like Merck, Pfizer, and Novartis to invest billions in U.S. infrastructure [7].