智通财经APP获悉，CRO概念股今日走高，截至发稿，昭衍新药(06127)涨11.05%，报11.86港元；维亚生物(01873)涨10.66%，报1.35港元；康龙化成(03759)涨5.37%，报12.16港元；药明生物(02269)涨5.08%，报19.44港元；药明康德(02359)涨4.44%，报50.55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。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。
湘财证券指出，与医疗服务领域实验室研发外包相关公司有较多涉及到美国市场业务，因此医药外包产业短期受互加关税影响情绪面或有扰动。但从产业链来看，国内医药外包服务公司已成为全球医药产业链重要一环，对美国大药企提升研发效率将更多精力聚焦于后端药品研发制造，实现医药工业生产及价值创造提供了支撑。因此，我们认为关税对CXO行业的基本面的影响预计将可控，建议把握板块下跌带来的配置机会。
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