美国药品关税或豁免仿制药，包括抗生素等常见药物，占美国人每日用药量的90%

Core Points - The Trump administration has confirmed it does not plan to impose tariffs on foreign generic drugs, which account for approximately 90% of the medications used by Americans daily [1][2] - This decision marks a significant reduction in the scope of the Department of Commerce's investigation under the "Section 232" national security framework regarding pharmaceutical products [2] - There are internal divisions within the government regarding the imposition of tariffs on generic drugs, with some officials warning that such tariffs could lead to increased consumer costs and potential drug shortages [3][4] Group 1 - The decision to exclude generic drugs from tariff lists is a reversal of previous commitments made by Trump to bring essential drug production back to the U.S. [2] - The administration is still pursuing the goal of "manufacturing return," considering federal funding or loans for domestic manufacturers of critical generic drugs [1][2] - The potential use of funds from foreign governments, such as Japan, as part of tariff agreements is under consideration, although infrastructure funding has not yet been established [1] Group 2 - Some officials argue that high tariffs on generic drugs may not make domestic production profitable due to the low production costs in countries like India, which supplies nearly half of U.S. generic drugs [3] - Conversely, protectionist officials believe that reliance on foreign suppliers poses a national security risk and that tariffs could incentivize domestic production [3] - The government is adopting a detailed approach to reshape the generic drug manufacturing landscape to avoid supply chain disruptions experienced during the COVID-19 pandemic [3]