拟加征关税的药品，或主要涉及专利药。 一直在喊药价高的美国总统特朗普，转头又要对药品加征关税了。 当地时间9月25日，特朗普在其社交媒体"真实社交"宣布，自10月1日起，美国将对多类进口产品实施新 一轮高额关税，措施包括对专利及品牌药品加征100%关税。 北京时间9月26日，A股的医药股出现大跌。截至上午10点45分，CRO（研发外包）、化学制药等板块 跌幅超过2%。 从上述政策看，原料药不在加征关税范围内。假如上述加征关税生效的话，对中国出口到美国的制剂药 企影响到底有多大？ 目前有部分药企人士倾向认为，特朗普拟加征关税的药品范围，主要涉及专利药，而仿制药不在范围 内。 9月26日上午，百济神州（ONC.NS、06160.HK、688235.SH）A股股价盘中跌幅超过4%。 百济神州内部人士对第一财经记者表示，特朗普的加征关税政策，缺乏具体的细节，公司也在进行内部 讨论中，应该影响有限，公司在美国新泽西的工厂已建完了在调试认证的过程中。 此前，百济神州曾表示，这一位于新泽西州的总投资额8亿美元的基地拥有先进的生产能力和新型抗癌 药物临床开发能力，将为公司在全球的业务增长和扩张提供支持，让高质创新药物惠及全球 ...

来源：@央视财经微博 【#中国创新药授权出海跑出加速度#！#中国生物技术领域迎来DeepSeek时刻#】近年来，我国创新药 呈现爆发式增长态势，授权出海交易金额大幅增长。今年以来，创新药授权出海交易势头更为迅猛，仅 上半年交易金额就已经超过660亿美元，超过去年全年。今年年初，中国的人工智能模型DeepSeek以极 低的开发成本和强大的性能获得了世界的瞩目，而其实在生物技术领域，中国也正在迎来类似的 DeepSeek时刻，中国药企正在从过去的仿制药时代进入到创新药时代，并且吸引了众多的国际合作。 例如，今年5月辉瑞支付了12.5亿美元的首付款，获得了三生制药一款创新药在海外市场的授权。此 外，今年上半年，美国制药公司艾伯维、默沙东和再生元等和中国药企总计签署了价值数十亿美元的授 权合作协议。 ...

Core Insights - In 2024, the company achieved a sales revenue of 138.92 billion yuan from innovative drugs, marking a year-on-year increase of 30.60%, with innovative drug sales accounting for over half of the total sales revenue [1][2] - The company's total operating revenue reached 279.85 billion yuan, a 22.63% increase year-on-year, while net profit attributable to shareholders rose by 47.28% to 63.37 billion yuan [1][2] - The growth in performance is primarily driven by the revenue from innovative drugs, with 19 new molecular entities and 4 other innovative drugs approved for sale in China [1][2] Innovative Drug Development - The company has entered into 13 overseas licensing collaborations for innovative drugs, with 8 of these agreements made in the last three years, contributing to new revenue growth [1][2] - In 2024, the company received significant upfront payments from licensing agreements, including 160 million euros from Merck Healthcare and 100 million USD from Kailera Therapeutics, which positively impacted profits [2] - The company anticipates 47 innovative products to be approved for market, covering various therapeutic areas, with 11 projects expected to launch this year [3] Research and Development Investment - The company reported a record R&D investment of 82.28 billion yuan in 2024, with 65.83 billion yuan classified as expensed R&D, representing 29.40% of total sales revenue [2] - Currently, there are 18 applications for new drug approvals under review by the National Medical Products Administration, with over 90 innovative products in clinical development and approximately 400 clinical trials ongoing [2] Financial Position - As of December 31, 2024, the company had cash and cash equivalents amounting to 248.16 billion yuan, reflecting a year-on-year increase of 19.62% [3]