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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

杀害班花逃15年

一 |

    Photo: Chinese Embassy in the PhilippinesChina's embassy in the Philippines on Saturday questioned the arrest of Chinese workers at a steel mill, dismissing Philippine Defense Secretary Gilberto Teodoro Jr.'s accusations as baseless and detailing cramped detentions and alleged photo staging during the raid.
Spokesperson Ji Lingpeng made the remarks when asked to comment on claims by Teodoro, who attacked the Chinese Foreign Ministry spokesperson's remarks as disinformation. Teodoro alleged that Chinese workers at the Sanjia Steel Plant were engaged in illegal activities in the Philippines, and claimed that officials from the Chinese Embassy had actively intervened in local law enforcement processes.
Ji said that Teodoro's remarks are completely unfounded and distort the facts and turn black into white.
In May this year, Teodoro instructed the Armed Forces of the Philippines to join the raid into the Sanjia Steel Plant and arrest unarmed Chinese workers. "Is Teodoro a national defense chief or a police chief? Why did he have a hand in the law enforcement operation? What is he up to? Is that part of his portfolio? " the spokesperson asked.
"If the plant violated environmental or other laws, why were the workers arrested instead of the people in charge? Why were only the Chinese workers arrested, while all the Filipino workers were released on the spot? Why were the Chinese workers even transported to Manila for detention by a military aircraft?" the spokesperson continued.
According to the Chinese workers, employees at the plant only wore regular occupational protective workwear while on duty and had never worn personal protective equipment (PPE). On the day of the raid, a group of law enforcement personnel made three Chinese workers put on PPE and pose for photographs on site, and subsequently made a great deal of publicity out of that. They also claimed that only Chinese workers wear PPE in daily operation but Philippine workers don't, according to the embassy. "Isn't this framing and fishing expedition?" Ji said.
The 70 detained Chinese workers were crammed into 5-square-meter cells. With an average of 13 people in such small space, sleep was impossible. The Philippine side also failed to make consular notification to the Chinese side or arrange consular visits in accordance with the bilateral consular agreement.
"Are these arrangements normal?" said the spokesperson.
The Chinese Embassy immediately provided the Philippine side with copies of passports and valid work visa or permit of all the Chinese workers. "Why did the Philippine side neither provide any feedback nor release the workers? Why were they kept in detention for up to 32 days? What were they after?" Ji questioned.
Teodoro claimed that there are no documents regarding the status of the Chinese workers when they are arrested and for him "it's a telltale sign of human trafficking." Ji questioned if this meets the legal definition of human trafficking under Philippine law and if all foreign workers employed at factories in the Philippines are required to carry their passports at all times.
Who possesses the legal authority to determine law violations in the Philippines? The Defense Secretary or the judicial authorities? On May 28, the Philippine national prosecution authorities resolved the complaints against the Chinese workers. The resolution said in clear terms that all complaints of violation should be referred for further investigation and all 70 Chinese nationals are ordered to be released unless being detained for any other lawful causes, the spokesperson added.
"Yet Teodoro continues to accuse them of engaging in illegal activities in the Philippines. Does he respect the rule of law and the decisions of the judiciary?" the spokesperson asked.
We fully respect the Philippines' judicial sovereignty and the lawful handling of cases by its relevant law-enforcement authorities, Ji said. If solid evidence proves a foreign national in violation of Philippine law, he or she shall be brought to justice in accordance with the law. The same is true in China. However, we firmly oppose any discriminatory or selective law enforcement campaigns targeting Chinese nationals by the Philippine side out of political considerations, per the embassy.
Teodoro claimed that the Chinese Embassy officials actively intervened in local law enforcement processes. Anyone with a basic understanding of diplomacy knows that a fundamental responsibility of an embassy is to protect the safety and legitimate rights and interests of its nationals from infringement, the spokesperson said.
"Regardless of the reason a Chinese national is detained, the Chinese Embassy has the right and responsibility to conduct consular visits, provide consular protection, make demarches to relevant Philippine law-enforcement authorities to ensure humane, fair and just treatment of detained Chinese nationals," Ji said.
Teodoro has recently spared no effort to stage anti-China activities. His real purpose is to destabilize and sabotage China-Philippines relations, pushing the Philippines to the forefront of confrontation with China, and create continued tensions and conflicts, all to serve his own ulterior political agenda. If his scheme succeeds, it is the fundamental interests of the two countries and their peoples that will suffer, Ji warned.
The Chinese Foreign Ministry announced in June, prohibiting Teodoro and his spouse and child from entering the Chinese mainland, Hong Kong and Macao, and not allowing organizations and individuals in China to engage in any transaction, cooperation or other activities with him and his spouse and child.
The sanctions were made after Teodoro repeatedly made irresponsible remarks on China, which undermines China's legitimate interests and sabotages China-Philippines relations.
Global Times
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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。

二 | 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。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。

三 | 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。

四 | 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。

五 | 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%。

六 | 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。