智通财经APP获悉，CRO概念股跌幅居前，截至发稿，维亚生物(01873)跌19.16%，报1.35港元；康龙化成(03759)跌17.62%，报13港元；昭衍新药(06127)跌14.61%，报10.4港元；泰格医药(03347)跌11.7%，报26.8港元。
中信建投指出，关税政策冲击下，对医药产业链的影响较为复杂，并且可能仍然存在变数。本次美国对中国加征关税中，药品暂不涉及。该行指出，国内CXO行业目前在研发阶段主要以研发服务形式对美出口，属于免关税。而目前多数商业化阶段订单，国内企业仅完成至N-2或者N-1阶段，随后转移至欧洲等地完成最后的合成步骤，因此目前仍属于免关税，整体影响较为有限。国内“对等关税”出台预计同样对行业整体影响较小。
据悉，CRO行业订单和盈利取决于内外医药市场的环境。西南证券指出，CXO关注生物安全法案相关进展。中泰国际此前表示，美国在今年出台的《2025财年国防授权法案》中暂未提及生物安全法案，根据近期在医药行业的多方了解，按目前情况预计2025年内出台生物安全法案的可能性不高。
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