智通财经APP获悉，CRO概念午后走低，截至发稿，昭衍新药(06127)跌2.74%，报9.94港元；泰格医药(03347)跌1.43%，报24.15港元；康龙化成(03759)跌1.02%，报11.66港元。
消息面上，据一财报道，美国国家卫生研究院(NIH)主任办公室网站发布增强NIH受控访问数据安全措施，自上周五(4日)起禁止中国、俄罗斯、伊朗等受关注国家机构访问NIH受控访问数据储库存和相关数据。此外，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。
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。
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