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　有分析指出，该政策对中国医药产业链的实际冲击有限，反而可能加速全球供应链重构，利好具备全球化产能布局的CXO企业和以BD交易为主要出海模式的创新药企。　　国泰海通证券明确表示，看好中国创新药出海前景，本次关税加征对潜在BD交易影响有限，持续推荐创新药及创新药产业链。*　　二级市场上，依托于基本面加速修复，AH医药板块近期频频领跑大市。龙头扭亏+出海井喷+会议催化等多重利好叠加，创新药表现尤为出色

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