智通财经APP获悉，联邦制药(03933)涨超7%，截至发稿，涨7.3%，报12.06港元，成交额1.51亿港元。
消息面上，联邦制药发布公告称，拟斥资最多2亿港元以于适当时候于公开市场购回股份(建议股份购回)。其后将注销所购回的股份。建议股份购回将以内部现金支付。董事会坚信目前公司拥有稳健的财政状况，且认为建议股份购回符合公司及股东的整体利益。建议股份购回及其后注销所购回的股份可提高股份价值，改善股东的回报。
交银国际指出，新一轮关税影响对A/H医药板块的基本面影响有限，主因：1）当前药品暂时豁免征收关税；2）即使药品关税落地，对已发生和尚未发生的BD交易没有直接影响；3）对于成熟的商业化创新药，加征关税对创新药销售毛利率的影响应在低个位数百分点水平；4）随着CMO业务占比较大的头部企业逐步将产能布局扩张至全球，关税影响将逐步递减；5）中国施加的对等关税主要影响资本开支，计入成本端的物料/耗材采购大多可转移至中国或其他国家。
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