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4月15日,强生在公布季度财报时表示,全球关税的升级将对其财务预测造成约4亿美元的冲击,这主要来自其从美国出口到中国的医疗设备。

首席财务官JosephWolk表示,根据特朗普政府迄今正式宣布的对商品和原材料的关税,以及国际上的报复性措施,公司的医疗技术部门将承担大部分负担。“这包括了中国关税以及中国的报复性关税,这可能是所有关税中影响最大的部分,占到4亿美元中的主要份额,涉及从美国出口到中国的产品。”白宫已提议对药品征收关税,目前相关调查正在进行中。

关于未来的应对措施,Wolk表示,公司在通过调整价格和转嫁成本来减轻关税影响方面“非常有限”——因为医疗设备的运输合同已经签订。“这些关税是非常动态变化的,我们现在负责任的做法是量化我们看到的2026年的影响——然后看看这是否有助于与其他国家的谈判,以及到2025年底实际实施了什么。”

首席执行官JoaquinDuato表示,如果特朗普政府的目标是将更多生产转移到美国,那么对医疗产品征收关税并不是正确的路径,并警告这可能导致供应链中断,从而引发短缺。

“事实上,如果目标是在美国建立医疗技术和药品的制造能力,最有效的答案不是关税,而是税收政策。”Duato指出。

“事实上,自特朗普总统2017年的税改以来,医疗技术和药品领域的制造投资显著增加,”他补充道,同时提到强生上个月宣布的计划,即在未来四年将美国投资增加25%,总计超过550亿美元,其中包括在北卡罗来纳州建设一个新的生物制品工厂。

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