节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:4/10


据新华社报道,美国白宫2日发布公告,总统特朗普当日签署文件,依据1962年贸易扩展法第232条款,宣布对部分进口专利药及制药成分加征100%关税,同时调整进口钢、铝、及相关衍生产品的从价关税政策。

针对进口专利药及制药成分的关税措施,生效时间分主体设置:特定大型企业120天后实施,小型企业则延迟至180天后;产自欧盟、日本、韩国、瑞士与列支敦士登的药品,依贸易协定适用15%关税;英国产药品关税标准以近期达成的双边药品协议为准;仿制药及其制药成分暂不纳入征税范围。

公告同步明确制药企业关税豁免或下调路径,核心指向推动企业就药品价格与产业回流达成协议:与美国卫生与公众服务部签署“最惠国”定价协议、且与美国商务部签ǽ..

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