健友股份(603707.SH):健友的出口產品此前被列入關稅豁免範圍,且與核心客戶的合作關係穩固
格隆匯4月9日丨健友股份(603707.SH)在互動平臺表示,我們密切關注美國關稅政策的最新動向,目前具體實施細則尚未明確。健友的出口產品此前被列入關稅豁免範圍,且與核心客戶的合作關係穩固。 即便未來政策有所調整,根據目前美國政府釋放的信號,此次醫藥關稅政策將是針對全球醫藥行業的普遍性措施,而非專門針對中國企業。當前美國市場藥品短缺問題頻發,若全球性醫藥關稅導致供應進一步緊張,健友作爲多品類短缺藥品的核心供應商,市場議價能力有望增強。 醫藥行業在美國貿易政策中具有一定特殊性,其關稅豁免也印證了這一點,看起來銅、半導體、醫藥、木材就是要放到232條款中,不放在: 對等性關稅中。公司已做好充分準備,通過多元化市場佈局,如拓展歐洲及新興市場、加速中國藥品註冊等舉措,積極應對潛在變化。長遠來看,全球貿易環境的變化將加速公司國際化進程,推動更均衡的全球業務發展。 健友始終堅持以研發創新爲驅動,持續生產高質量藥品,服務全球患者需求。同時,我們將與行業夥伴協同合作,增強供應鏈韌性,共同應對挑戰。
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