特朗普100%药品关税引争议 白宫传来新消息

Core Viewpoint - The announcement by President Trump regarding a 100% tariff on brand and patented drugs unless companies establish manufacturing plants in the U.S. has created confusion and concern among countries with existing trade agreements with the U.S. [1][2] Group 1: Tariff Announcement - President Trump declared that starting from October 1, 2025, a 100% tariff will be imposed on any brand or patented drugs unless the company is building a pharmaceutical factory in the U.S. [4] - The definition of "building" includes "breaking ground" or "under construction," meaning that if construction has already started, the tariffs will not apply [4]. Group 2: Clarifications from the White House - The White House clarified that the new tariff measures do not apply to countries that have trade agreements with the U.S. that include drug provisions, alleviating market concerns about a broad impact [3]. - For trade partners like the EU and Japan, the U.S. will continue to adhere to the previously established 15% tariff cap [4]. Group 3: Market Reactions - Following the White House's clarification, stock prices of European pharmaceutical giants listed in the U.S. saw increases, with Novartis up 1.15%, GlaxoSmithKline up 0.84%, and AstraZeneca up 0.31% [4]. - The U.K., which exports drugs to the U.S., will face the 100% tariff, although it has a trade agreement with the U.S. that includes exemption clauses, but no consensus on drug tax rates has been reached [4]. Group 4: Industry Analysis - Analysts believe that the actual impact of the high tariffs on imported drugs will be limited, as the exemptions for companies that announce plans to build in the U.S. will mitigate the potential negative effects [6]. - The German Association of Research-Based Pharmaceutical Companies criticized the decision, stating it contradicts the previously agreed 15% tariff limit and could severely hinder the German and European pharmaceutical industries [5].