特朗普推出折扣药网站后,日本药企股价下挫

周五东京早盘,日本制药公司股价下跌,此前美国总统唐纳德·特朗普推出提供折扣处方药的网站。住友制药、中外制药和武田制药等主要企业股价下滑,拖累整个制药板块整体表现。特朗普周四宣布与全球16家最大药企达成协议,以最惠国价格换取关税豁免。

2026年2月6日,东京股市开盘时,日本制药公司股价大幅下跌。触发因素是周四美国总统唐纳德·特朗普推出TrumpRx.gov网站,该网站提供折扣处方药。此前已与全球16家最大药企达成协议,为美国人提供最惠国价格,以换取美国关税豁免。住友制药(4506.T)下跌4.5%,罗氏子公司中外制药(4519.T)下跌3.1%。日本最大药企武田制药(4502.T)下跌1.5%。制药板块指数(.IPHAM.T)下跌1.6%,成为东京证券交易所33个行业子指数中表现第二差的。市场反应凸显了对特朗普政府药品定价举措可能波及国际制药行业的担忧。该网站的推出冷却了市场情绪,尤其是对日本企业的影响。分析师指出,此类政策可能对全球供应链产生持久影响,但具体程度取决于未来发展。

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Laptop screen showing TrumpRx.gov homepage with drug discounts, White House backdrop, and happy patients for news illustration.
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Trump administration rolls out TrumpRx.gov with discounts on 43 brand-name drugs

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The Trump administration on Thursday, February 5, 2026, launched TrumpRx.gov, a government-hosted website that directs patients to manufacturer programs and pharmacy coupons offering discounted prices on 43 brand-name prescription drugs. The initial list focuses on cash-paying patients with valid prescriptions, with the White House saying additional drugs will be added in the coming months.

Japan’s Nikkei share average fell 1.1% to 56,821.39 in morning trade on Friday, tracking losses on Wall Street amid rising geopolitical tensions between the U.S. and Iran. Technology stocks weighed heavily on the index, while the air transport sector saw sharp declines. Investors appeared cautious ahead of a three-day weekend.

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Japan’s Nikkei share average fell 0.6% on February 17, 2026, to 56,451.43, dragged by SoftBank Group’s decline as post-election enthusiasm waned and U.S. markets were closed for Presidents’ Day, leaving investors short on trading cues. The index marked a fourth consecutive session of losses. Analysts pointed to a lack of catalysts and technical factors as the main drivers.

Japan's Nikkei share average fell 0.6% on Wednesday after a record high the previous day, weighed down by technology stocks tracking Wall Street's decline. The broader Topix index edged up slightly, buoyed by smaller shares and automakers. Upcoming elections and consumption tax debates could shape future market trends.

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The Donald Trump administration announced on April 2 that it will impose 50 percent tariffs on imported steel, aluminum and copper based on the full value paid by U.S. customers. It also adjusted tariffs on derivative metal products and introduced a 100 percent duty on patented pharmaceuticals not made in the U.S. South Korea and others are exempt from the pharmaceutical tariff.

South Korean stocks traded sharply higher late Wednesday morning, buoyed by US President Donald Trump's conciliatory remarks on a trade deal, which eased investor worries over potential tariffs. The benchmark KOSPI index rose 1.43 percent, setting the stage for a new high.

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Japan's exports grew 3.1% in 2025 from the previous year, led by electronic parts and food, according to a Finance Ministry report. Despite a decline in shipments to the United States—the first since the pandemic—due to tariffs from President Donald Trump, exports to Europe and Asia excluding China remained strong.

 

 

 

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