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中国寻求收紧生物技术出口,同时允许许可交易China Looks to Tighten Biotech Exports, Allows Licensing Deals

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中国正寻求收紧生物技术出口,但将为与外国制药商的许可协议留出空间,这些协议一直支撑着其作为增长中的医药强国的地位。

China is looking to tighten biotechnology exports, but will leave the door open for licensing deals with foreign drugmakers that have underpinned its position as a growing pharmaceutical powerhouse.

据商务部声明,北京正在提出将五项生物医学技术列入出口管制清单。该草案于周五发布,其中包括两种用于在基因水平上治疗疾病的前沿医疗技术平台。但该清单明确指出,限制不适用于涉及这些技术的许可、合作伙伴关系和合同研究服务。

Beijing is proposing to add five biomedical technologies to its export-control list, according to a statement from the Ministry of Commerce. The draft proposal, released Friday, includes two types of cutting-edge medical technology platforms to treat diseases at a genetic level. But the list clarifies that restrictions don’t apply to licensing, partnerships and contract research services involving these technologies.

跨国制药公司正日益加速争取与中国公司开发的实验性药物达成全球许可协议。根据政府统计数据,2026年上半年已达成价值高达1100亿美元的81项许可协议,有望超过去年的纪录。

Multinational pharmaceutical companies are increasingly rushing to secure global licensing deals for experimental drugs developed by Chinese companies. There were 81 licensing deals worth up to $110 billion in the first half of 2026 — on track to surpass last year’s record, according to government statistics.

允许许可协议将为全球医药行业提供一些缓解。美国和欧洲公司表示,中国深厚的药物候选管线意味着具有巨大销售潜力的创新药物将更多。对中国药企而言,这些协议提供现金和国际认可——这对中国成为全球生物医学研究领导者的目标至关重要。

Allowing licensing deals will provide some relief for the pharmaceutical industry globally. US and European firms say China’s deep pipeline of drug candidates means more innovative drugs with big sales potential. For Chinese drugmakers, the deals offer cash and international recognition — crucial to China’s goal of becoming a global leader in biomedical research.

近年来,此类合作的日益频繁和突出已成为中美之间紧张关系的来源。一些美国立法者和投资者呼吁对这些协议施加更多限制,以保护美国的生物技术产业。

The growing frequency and prominence of the collaborations have become a source of tension between the US and China in recent years. Some US lawmakers and investors have called for more restrictions on such deals to protect the American biotech industry.

美国财政部预计将在今年发布新规,可能将生物技术许可协议纳入与半导体和人工智能系统相同的对外投资审查范围。

The US Treasury Department is expected to release new regulations this year that could subject biotech licensing deals to the same outbound investment reviews as semiconductors and artificial intelligence systems.

中国提出的出口管制措施聚焦于能够沉默致病基因的小干扰RNA分子,以及具有治疗从癌症到罕见病等多种疾病潜力的细胞和基因疗法。这些限制还涵盖了与致病微生物相关的研究和技术。

China’s proposed export controls on ownership transfer focus on small interfering RNA molecules that can silence disease-causing genes, as well as cell and gene therapies that have the potential to treat conditions from cancer to rare disease. The restrictions also cover research and technologies related to disease-causing microorganisms.

除了生物医药领域,中国还概述了在人工智能和太阳能技术领域实施出口管制的计划。

In addition to the biomedical sector, China outlined plans to control exports in artificial intelligence and solar energy technologies.