智通财经APP获悉，CRO概念股早盘普跌，截至发稿，维亚生物(01873)跌4.58%，报1.46港元；药明康德(02359)跌3.03%，报62.45港元；康龙化成(03759)跌2.07%，报14.16港元；凯莱英(06821)跌0.52%，报57.05港元。
消息面上，据报道，美国总统特朗普表示，他将在未来两周内宣布对医药产品的关税措施。湘财证券此前指出，与医疗服务领域实验室研发外包相关公司有较多涉及到美国市场业务，因此医药外包产业短期受互加关税影响情绪面或有扰动。但从产业链来看，国内医药外包服务公司已成为全球医药产业链重要一环，对美国大药企提升研发效率将更多精力聚焦于后端药品研发制造，实现医药工业生产及价值创造提供了支撑。因此，该行认为关税对CXO行业的基本面的影响预计将可控，建议把握板块下跌带来的配置机会。
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