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ARTICLE · 16 SEPTEMBER 2025

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观点 | 中美关税博弈对医药行业的影响快评

Han Kun Law Offices
Han Kun Law Offices
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Han Kun Law Offices

Han Kun Law Offices

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此外，由于中国反制措施没有提供针对医药行业的特定豁免，预计未来一段时间内美国进口药价格将会持续走高，对此应当做好全面的准备。

ChinaInternational Law
Dongni Jiang
Dongni Jiang
Aaron Gu
Aaron Gu
Ying LI
Ying LI
Chengyao (Aaron) Zhou
Chengyao (Aaron) Zhou
Xuanxuan Huang
Xuanxuan Huang
Xikang Wang
Xikang Wang

前 言

自4月2日特朗普政府宣布加征对等关税以来，中美之间进行了多轮次的关税交锋，其对全球经济的冲击不言而喻。在美国政府发布的豁免清单中，诸多医药产品赫然在列，这些药品如果出口至美国，将不需要缴纳高额的对等关税。但是这并非意味着医药企业可以高枕无忧，当地时间2025年4月8日晚，美国总统特朗普发表讲话，称美国将对药品征收关税。如果这一针对医药行业的关税落地，医药行业将在本就变幻莫测的国际贸易形势下面临更多挑战。我们在此前发布的 汉坤 " 观点 | 美国"对等关税"新政下的中国企业应对之道 一 文中介绍了美国现行的对华关税政策以及中国企业的可能应对方法，本文我们将介绍自上一篇文章发布以来的关税政策变化，以就医药行业受到的影响提出进一步的观察分析。

一、美国"对等关税"与中国反制

（一）2025年4月2日：中美首轮关税交锋

美国东部时间2025年4月2日，美国政府宣布对中国输美商品实施34%的"对等关税"。作为反制，中国国务院关税税则委员会于4月4日同步推出组合措施，包括关税调整、出口管制及更新不可靠实体清单。其中，国务院关税税则委员会通过《关于对原产于美国的进口商品加征关税的公告》（税委会公告2025年第4号，简称《4号公告》），宣布自2025年4月10日12时01分起，对所有原产美国的进口商品在现行税率基础上加征34%关税。

在美国本次加征对等关税的总统行政令中，附件II规定了不适用对等关税的商品目录，其中涵盖了大部分医药制品。中方反制措施则涵盖全部原产于美国的商品，未提供特定行业豁免。

（二）2025年4月9日：关税博弈升级

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