港股异动 | 医药股多数走强特朗普药品关税影响有限机构称四季度BD事件值得期待

智通财经

Sep 29

智通财经APP获悉，医药股多数走强。截至发稿，宜明昂科-B(01541)涨18.98%，报13.48港元；荃信生物-B(02509)涨12.11%，报32.96港元；晶泰控股(02228)涨8.55%，报13.2港元；加科思-B(01167)涨7.58%，报9.94港元；荣昌生物(09995)涨6.37%，报108.5港元。

消息面上，当地时间9月25日，特朗普宣布将对专利及品牌药品加征100%关税，唯一豁免条件是药企已在美国“IS BUILDING”（在建）制药工厂。交银国际认为，这对中国创新药产业链影响有限，无需过度担忧。创新药方面，当前自主出海品种多在美自建产能或已将生产外包给美国本土CMO，而大部分国产创新药出海采用BD模式。CXO方面，出口产品以原料药/生药原液为主，暂不受影响，制剂/成品药出口比例较低，下游 MNC 客户投资建厂尚需时日，短期内对 CXO 订单直接冲击有限，长期来看政策变动也可能影响其建厂节奏。

国金证券表示，近期创新药板块行情有所震荡，主要由于7-8月缺乏权威学术会议召开，相关数据公布及交易交流契机减少，导致整体BD事件有所下滑。该行分析历年来全球BD事件，重磅BD交易落地集中在年底。随着10月起ESMO会议等一系列权威学术会议召开，BD事件值得期待。继续看好中国创新药全球竞争力提升，自身经营改善以及BD合作密集落地的产业趋势。

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