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重组人干扰素α2b“安达芬”
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美国药物关税政策对安科生物无影响 业务重心锚定国内市场
Quan Jing Wang· 2025-09-30 03:25
Core Viewpoint - The proposed 100% tariff on imported drugs has garnered significant attention in the pharmaceutical industry, but it has not materially impacted the performance of Anhui Anke Biotechnology (Group) Co., Ltd, as the company focuses exclusively on the domestic market, effectively avoiding potential risks associated with U.S. tariff policies [1][2] Group 1: Company Performance - Anhui Anke's revenue structure is clearly oriented towards the domestic market, with all revenue generated from domestic sources as of the first half of 2025, and no contributions from the U.S. market [1] - The company's main business segments include biological products, traditional Chinese medicine, chemical synthetic drugs, and raw materials, with key products such as recombinant human interferon α2b "Andafeng," recombinant human growth hormone "Ansumei," and anti-tumor drug "Ansaiting," creating a diversified product matrix [1] Group 2: Response to Tariff Concerns - In response to market concerns regarding the tariff impact, the company has communicated through multiple official channels, with the chairman and secretary of the board publicly stating during the 2024 and 2025 performance briefings that there are no export operations to the U.S., emphasizing that U.S. tariff policies will not disrupt normal operations [1] - The company has also confirmed on investor interaction platforms that it currently has no export business to the U.S. and that its production and operational status remains normal, further stabilizing market expectations [1] Group 3: Future Plans - Notably, Anhui Anke announced plans in 2024 to establish a subsidiary and build a production base in the U.S., but as of September 2025, this plan has not yet been implemented, maintaining the company's current lack of U.S. export business [2] - The company indicated that if the U.S. expansion plan materializes in the future, it could lay the groundwork for entering the U.S. market and generate positive effects, but it currently does not impact operations [2]