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2022-02-08

累不累啊，日日进入清单

重磅突发！万亿"宁王"暴跌，医药巨头闪崩

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List)，对这些实体从美国出口商获取产品实施新的限制，并要求希望与这些中国公司做生意的美国公司进行额外的调查。在这份“未经核实名单(UVL)”中，CDMO公司药明生物和药明生物(上海)在列。公开资料显示，药明康德和药明生物同属同一实际控制人。根据药明生物最新的营收结构，美国地区营收占比接近50%，中国区占比仅为26.35%，极度依赖海外市场。消息出来后， “药明”系股票集体大跌。不仅如此，CXO板块全线暴跌。康龙化成跌10%、泰格医药跌9%。回应：并非“实体名单’或“黑名单”影响微乎其微药明生物回应被纳入美国商务部“未经核实名单”称：我们理解，采取这一行动的原因是，美国政府机构未能进行必要的最终用途核查，以便从美国供应商出口某些设备。“未核实名单”并非更为人熟知的美国“实体名单’或“黑名单”。药明生物在过去的10年里一直在进口生物反应器的某些硬件控制器和某些中空纤维过滤器，这些产品受到美国出口管制，但已获得美国商务部的批准。我们遵守所有美国出口管制法规。我们不会转口或转售这些项目给任何其他实体商务部有一套常规程序来核实这些东西是否能在该网站得到正当使用(即自用，不得转售)。由于2019冠状病毒病的大流行，这一过程在过去两年中尚未完成。这不会影响我们的业务或为全球合作伙伴提供的持续服务。这对我们的进口影响微乎其微，因为在上海和无锡的工厂建设后不需要这样的设备。我们欢迎随时检查，以便从此类清单中清除。我们还在采取临时措施，以便在检查前将这些附属公司从名单中删除。与此同时，据香港经济日报，药明生物高管在今日上午中信建投电话会议上提到，被列入未经核实实体名单(UVL)的企业可以采取有关措施以争取从名单中被移除，主要是公司自己做出承诺(相关出口管制产品用于自用，不作转售)，或是等待美国商务部来检查。目前公司在美国的律师团队正在紧急作业，准备明天与美国商务部谈判。近19万股民懵了还是葛兰第一重仓股wind数据显示，截至三季末，在A股上市的药明康德有18.7万户股东户数。而葛兰的中欧医疗健康更是第一重仓股便是药明康德。基金四季报显示，从持仓来看，2021年四季度，中欧医疗健康相对三季度前五大重仓股的排名并未发生变动，且均有增持。其中，该基金第一大重仓股为药明康德，四季度对药明康德增持2480.67万股至6571.61万股，仓位升至10.05%。白酒大跌贵州茅台一度跌超4%不仅如此，“喝酒”行情也惨烈。贵州茅台跌幅一度跌超4%，收跌3.64%，股价1800元，市值2.26万亿元。此外，迎驾贡酒、古井贡酒跌超6%，水井坊、五粮液跌近5%，山西汾酒、泸州老窖一路下滑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":633424337,"gmtCreate":1644293054341,"gmtModify":1644293054341,"author":{"id":"3548243550463108","authorId":"3548243550463108","name":"海里淘金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"累不累啊，日日进入清单","listText":"累不累啊，日日进入清单","text":"累不累啊，日日进入清单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633424337","repostId":"1126389617","repostType":2,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}