（原标题：特朗普挥棒，医药行业如何迎击100%关税冲击波？） 21世纪经济报道记者 季媛媛 全球制药企业当下似乎正面临一个艰难的选择：要么在美国投入数十亿建厂，要么承受高达100%的关税成本。 据央视新闻报道，当地时间9月25日，美国总统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：对厨房橱柜、浴室洗手台及相关建材征收50%关税，对进口家具征收30%关税，对专利及品牌药品加征100%关税。特朗普当天还 宣布，自10月1日起将对所有进口重型卡车加征25%关税。 特朗普的关税宣言虽然简短，但内容极为明确。100%的关税将适用于任何品牌药或专利药。根据最新政策，美国对进口药品加征的关税导致成本 显著上升。据业内人士分析，这将直接导致进口药品成本增加，甚至可能翻倍。而豁免条件同样清晰，只有那些"正在美国建设制药厂"的企业才 能幸免。特朗普特别强调，"正在建设"的定义是"已经动工或施工中"。 这一政策也并非突如其来。早在今年4月，特朗普发表讲话称，美国将对药品征收关税。特朗普表示，美国并不生产自己的药品和其他改善健康的 产品。美国支付药品的价格往往比有药品生产的 ...

Group 1 - The recent shift in the U.S. Treasury Secretary's attitude towards China indicates a recognition of the complexities in U.S.-China relations, moving from a confrontational stance to acknowledging China's significance as a major global player [1][3] - The U.S. government initially prepared 12 measures against China but decided to withdraw them, reflecting internal divisions regarding China policy [1][3] - Trump's recent executive order on tariffs, while appearing strong, is influenced by practical considerations, such as maintaining trade benefits with countries like Brazil, indicating a more pragmatic approach to trade disputes [3][4] Group 2 - China is recognized as a vital market and a key player in global economic growth, particularly in high-tech sectors like renewable energy and 5G, which presents significant opportunities for U.S. companies [3][4] - The ongoing trade tensions and tariffs between the U.S. and China have implications for global trade dynamics, affecting other countries' economic stability and growth [6][4] - Cultural and educational exchanges between the U.S. and China are fostering mutual understanding and cooperation, which could help mitigate tensions and promote a more stable relationship [7][9]

Group 1: Global Investment Trends - The OECD warns that if current uncertainties persist, global actual investment may decrease by 1.4 percentage points by the end of next year [1] - The average investment in OECD member countries is currently 20% lower than pre-financial crisis trends and 6.7% lower than pre-pandemic trends [1] - Economic policy uncertainty is shown to significantly reduce long-term investment willingness, with a one standard deviation increase in uncertainty leading to a 1% decrease in business investment growth rate after one year [1] Group 2: Trade Agreements and Investment Commitments - Recent trade agreements signed by the U.S. government include investment commitments, such as Japan's $550 billion investment, the EU's $600 billion increase, and South Korea's $350 billion target [1] - There are concerns regarding the actual execution of these investment commitments, as highlighted by legal experts who note the uncertainty surrounding their effectiveness [2][4] - Discrepancies in the interpretation of investment terms between the U.S. and its trade partners have raised questions about the validity of these commitments [5] Group 3: Impact of Tariff Policies - The rise in tariff barriers is prompting foreign companies to adjust their strategic layouts, with major automotive companies announcing significant investments in U.S. production [4] - Experts suggest that Trump's tariff policies may be perceived as coercive, forcing reluctant participants to accept investment terms [4] - The effectiveness of these investment commitments is questioned, with some analysts likening them to "hollow promises" lacking clear timelines for deployment [6] Group 4: CFIUS and Regulatory Changes - The U.S. government is evolving the role of the Committee on Foreign Investment in the United States (CFIUS) to streamline investment reviews, particularly for investments from designated allies [8] - CFIUS is expected to implement more business-friendly measures, potentially reducing the number of cases entering the second phase of review [8] - The expansion of CFIUS's jurisdiction to include "greenfield" investments, especially in sensitive technologies, is under consideration but requires legislative support [10]

Core Viewpoint - The FCC is proposing new rules to accelerate investment in submarine cable construction while ensuring protection against threats from foreign adversaries, particularly China [1][2] Group 1: Proposed Rules and Measures - The FCC plans to adopt measures to protect submarine cables from foreign adversaries, including presumptive denial of applications from foreign-controlled entities and restrictions on capacity leasing agreements [1] - The proposed rules will also prohibit the use of equipment from entities listed on the "Covered List" and establish requirements for network and entity security [1] - The FCC aims to streamline the licensing approval process to facilitate faster deployment of submarine cables [1] Group 2: Encouragement of Domestic Resources - The FCC is encouraging the use of U.S. submarine cable repair ships and the adoption of trusted technology for overseas operations [2] - A proposal is under consideration to exempt license applications that meet high-security standards from Team Telecom review, which was established to assess national security and law enforcement risks [2]