异动解读 | 荣昌生物盘中大跌9.81%,美国拟对药品征收关税引发生物医药板块普跌

异动解读
09 Apr

今日盘中,港股上市公司荣昌生物(09995.HK)股价大跌9.81%,引发市场关注。此次下跌并非个股事件,而是整个生物医药板块普遍承压的缩影。

消息面上,美国总统特朗普于当地时间4月8日发表讲话,宣布美国将对药品征收关税。特朗普表示,美国支付的药品价格往往比其他生产国高出很多倍,征收关税旨在刺激制药公司在美国本土设厂。这一政策举措引发了投资者对中国生物医药企业未来在美国市场发展前景的担忧。

受此消息影响,港股生物医药板块整体大跌。除荣昌生物外,歌礼制药-B(01672.HK)跌幅超过12%,百济神州(06160.HK)跌幅超过11%,信达生物(01801.HK)跌幅超过10%。分析人士指出,美国作为全球最大的药品市场,其政策变动对中国生物医药企业的海外拓展和收入增长可能产生重大影响,投资者需密切关注事态发展及其对行业的长期影响。

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