节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
美国白宫4月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，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、铜及相关衍生产品的从价关税。针对进口专利药及制药成分的关税措施，大型企业120天后生效，小型企业180天后生效；欧盟、日本、韩国、瑞士与列支敦士登产药品适用15%关税，英国产药品依近期达成的协议享较低关税，仿制药及其制药成分暂不征税。
上述药类关税设置豁免或下调路径，旨在推动制药企业就药品价格与产业回流美国达成协议：与美国卫生与公众服务部签署最惠国定价协议、并与商...
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