稀土还未解决，另一条命脉也被中方掐住，为摆脱对华制药原材料依赖，美国要拉上印度

Core Insights - The trade war between the US and China has extended into a "shadow war" over pharmaceutical supply chains, which are crucial for national health and strategic leverage [1] - China holds a 45% market share in drug component registrations, significantly surpassing India's 19%, indicating a shift from "follow-on innovation" to "original innovation" in its pharmaceutical industry [1][3] - The US is heavily reliant on China for nearly 700 key drug components, with China being the sole supplier for many, raising concerns about healthcare security in the US [3] Industry Dynamics - The US faces a dilemma as its dependence on Chinese pharmaceuticals increases, with political figures warning that medical safety has become a component of national security [3] - Historical tariffs imposed by the US, such as a 145% tariff on Chinese medical devices, have raised healthcare costs domestically, complicating the narrative of bringing production back to the US [3] - The ongoing trade conflict has led to a precarious situation for the US, as it struggles to regain dominance in the pharmaceutical sector [3][6] Supply Chain Challenges - The potential for China to impose restrictions on rare earth exports could severely impact US manufacturing, highlighting the interconnectedness of the two nations' supply chains [6] - The idea of decoupling from China is viewed as unrealistic, as alternative solutions, such as partnerships with India, do not fundamentally resolve the reliance on Chinese resources [6] - China's approach to pharmaceuticals reflects a sense of responsibility, emphasizing that health should not be a geopolitical tool, and it has shown a commitment to maintaining supply chain stability [6] Future Outlook - The global pharmaceutical landscape is expected to undergo unprecedented changes, with the pain of transition likely to be felt over an extended period [8] - The competition between the US and China in the pharmaceutical supply chain is not merely an economic battle but encompasses technological innovation, national strategy, and human welfare [9] - The ongoing struggle for healthcare security will intensify, with the ultimate beneficiaries likely to be those nations prioritizing the health and well-being of their populations [9]