今日,药明生物(02269)股价盘中出现大幅下跌,跌幅达5.5%,引发市场关注。
导致这一现象的主要原因,或许是特朗普政府不久前签署的投资政策备忘录。该备忘录宣布将限制与中国的双向投资,而医疗行业被列为重点限制领域。药明生物作为国际知名的医药研发外包企业CRO,其业务很大程度依赖与国际制药巨头的合作,一旦遭遇重大限制政策,无疑将对其全球运营造成不利影响。
为应对这一潜在风险,早在今年1月份,药明生物就宣布以5亿美元的价格,将位于爱尔兰的疫苗设施资产出售给默沙东公司。这一举措被视为药明生物分散海外业务布局、降低对单一市场依赖的战略调整。分析人士认为,药明生物此举也反映了中国医药企业在全球化背景下的应对方式。
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