金吾财讯 | 医药外包概念全线飘红，药明生物(02269)涨3.17%，凯莱英(06821)涨2.55%，昭衍新药(06127)涨2.55%，康龙化成(03759)涨1.78%，药明康德(02359)涨1.73%，金斯瑞生物科技(01548)涨1.54%，泰格医药(03347)涨1.56%。交银国际研报指，中美多次调整关税政策。目前药品暂时豁免征收关税，但特朗普曾表示将对药品征收25%以上的关税，但具体时间、税率和实施细则仍不明确。FDA宣布取消单抗等药物的动物实验要求。FDA称此举旨在加速评估流程，减少动物实验，降低研发成本并最终降低药品价格。该行指，FDA宣布取消动物实验长期有望利好AI制药企业。该行认为市场对于关税对医药板块的影响存在过度担忧，仍存在超跌情况。
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