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拜登签行政命令，美国要推动生物技术进步！专家：中国CXO企业优势得天独厚_王文华_康德_我的网站

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The Chinese People's Liberation Army (PLA) Navy hospital ship, Auspicious Ark, makes a technical stop at the PLA support base in Djibouti on August 11, 2026 local time. Photo: PLA Navy
The Chinese People's Liberation Army (PLA) Navy hospital ship, Auspicious Ark, deployed for Mission Harmony-2026, made a technical stop at the PLA's support base in Djibouti on Tuesday local time, where it is scheduled to provide medical services. A Chinese expert said that in addition to addressing the healthcare challenges facing Chinese military personnel stationed overseas, the ship can extend humanitarian medical assistance locally, thereby demonstrating China's commitment to fulfilling its responsibilities through concrete actions.
The ship moored at the dock of the PLA support base in Djibouti at around 7 am, with mission personnel waving to those who came to greet them onshore. Staff from the Chinese Embassy in Djibouti, service members stationed at the support base, and representatives from the 48th Chinese Naval Escort Taskforce attended the welcome ceremony, according to a release from China's Ministry of National Defense on Wednesday.
During the technical stop, the ship will replenish supplies including food and fuel and provide medical treatment for troops stationed at the support base as well as service members of the escort taskforce, according to the release.
According to a video clip released by China Central Television (CCTV) at noon on Wednesday, the Type 052D destroyer Tangshan from the 48th Chinese Naval Escort Taskforce is also currently docked at Djibouti.
Commissioned in 2025, the newest Auspicious Ark is equipped with virtually all the sophisticated medical equipment found in a top-tier hospital, enabling it to provide effective, professional medical care across a variety of operational settings. It has since taken part in several maritime medical support exercises, the Xinhua News Agency reported.
Equipped with 18 clinical departments and five auxiliary diagnostic units, the ship is capable of performing more than 60 types of medical examinations, treatments and procedures spanning general surgery, orthopedics, obstetrics and gynecology, ophthalmology and more. Its eight onboard standard operating rooms support simultaneous surgeries, while an onboard helicopter enhances its emergency medical rescue capabilities, per Xinhua.
The Chinese hospital ship maintains a standard of diagnosis and treatment equivalent to that of a tertiary hospital, the top of China's grade hospital system, enabling it to accurately diagnose and treat the ailments of military personnel deployed overseas, Song Zhongping, a Chinese military affairs expert, told the Global Times on Wednesday.
Given Djibouti's harsh climatic environment, the ship's stopover there also reflects the care extended to military personnel stationed overseas, Song added. He said he expects the PLA to send hospital ships to the PLA Support Base in Djibouti on a regular basis.
Mission Harmony-2026, the 12th iteration of Mission Harmony since 2010, is scheduled to last over 200 days, during which the ship will visit multiple African and South Asian countries to provide free medical services to local populations, Xinhua reported.
Since setting sail on July 22, the task force has conducted a series of drills covering counter-terrorism and anti-piracy operations, helicopter-borne maritime medical evacuation, reconnaissance and evidence collection. These exercises are designed to bolster emergency response capabilities and ensure personnel and equipment remain in optimal condition, according to China's Ministry of National Defense.
The current security situation in the Middle East remains precarious, with the potential to spill over into Africa. In this context, the present mission is well positioned to provide timely rescue and relief operations in the event of regional contingencies, Song said. With the Ebola virus still rampant across parts of Africa, the Chinese hospital ship could also provide humanitarian medical support whenever public health crises emerge in neighboring countries, he added.
These tangible efforts exemplify China's commitment to upholding global responsibility and conveying goodwill through practical, peace-oriented actions, according to Song.
Mission Harmony is an overseas humanitarian medical service program organized by the PLA Navy. This initiative aims to enhance traditional friendship and pragmatic cooperation between China and relevant countries, provide the international community with more public security products, better implement the Global Security Initiative, and contribute to building a maritime community with a shared future, according to a prior statement from China's Ministry of National Defense.
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原标题：拜登签行政命令，美国要推动生物技术进步！专家：中国CXO企业优势得天独厚9月13日，CXO（医药外包）概念股走低。截至当日收盘，药明康德（603259.SH）、凯莱英（002821.SZ）跌停，康龙化成（300759.SZ）跌13.95%，博腾股份（300363.SZ）、九洲药业（603456.SH）、泰格医药（300347.SZ）跌超7%。美国当地时间9月12日，美国总统拜登签署了一项行政命令，以启动一项国家生物技术（Biotechnology）和生物制造（Biomanufacturing）倡议，涉及提高美国国内生物制造能力、扩大生物产品的市场机会等多个方面。此举旨在推动美国生物制造的进步。CXO是指药品从研发、临床试验、生产到上市过程中的一系列外包活动，产业链上下游包括CRO、CDMO/CMO、CSO，分别服务于医疗行业的研发外包、生产外包、销售外包三个环节。2021年以来，国内CXO行业迎来高速发展期，持续拓展海外市场。图片来源：图虫网9月13日，时代周报记者致电多家CXO企业。

B | 凯莱英方面表示，“公司在美国主要为小分子化药方面的合作，没有生物制药方面的业务。”博腾股份方面亦表示，在美国的业务以小分子为主，该项政策刚宣布，还没有具体举措，对公司业务尚未有实质性影响。泰格医药回应称，从目前公开消息来看，主要针对的是临床前CRO业务，对泰格医药目前业务没有影响，公司不涉及CDMO和生物医药业务。CIC灼识咨询合伙人王文华向时代周报记者解释，美国旨在鼓励本土生物制药产业发展，在细则出台之前对国内CXO企业的业绩影响尚不明朗。判断CXO行业发展趋势更侧重于基本面，此次政策影响偏向短期，对长期市场成长影响不大。王文华解释，国内CXO企业在生物制药的外包服务方面的优势得天独厚。其一，国内CXO企业的人力成本较低，且有充足的化学、药学等科研人员储备；其二，中国是全球最大的原料药生产国；其三，中国庞大的人口基数与充足的患者病例资源，国内CXO在临床阶段可针对各类细分疾病做到快速大量入组，加快新药研发进度。王文华还指出，国内CXO企业是国外生物制药企业的理想合作对象。近年，国内CXO企业在手订单飞速增长、海外市场份额持续提升。“国内CXO企业长期会经历持续稳定的市场空间拓展。” 王文华说。去年以来，国内CXO行业业绩增长强劲。2022年上半年，主要CXO公司的营收、净利均呈现稳定增长趋势。与此同时，多家CXO主要收入也多来自国外市场。西南证券研报数据显示，在CXO板块的16家代表性企业中，2022年上半年合计收入426亿元，上涨73.2%；归母净利润约118.4亿元，涨86.6%；扣非归母净利润约95.9亿元，涨104.5%。

C | 药明康德是CXO板块龙头，目前市值2260.22亿元。药明康德通过全球32个营运基地和分支机构，为来自全球超5850家客户提供服务。2022年年中报显示，报告期内，药明康德实现营收177.56亿元，同比上涨68.52%；扣非净利润38.5亿元，同比上涨81%。其中，药明康德来自美国客户收入为119.09亿元人民币，同比增长104%，占总营收67.07%。9月13日上午，药明康德方面回应称，目前，公司业务和运营一切正常。