CTS refers to the forward-looking measures of book-to-bill ratio and total booked business in this document. Book-to-bill ratio is the ratio of customer orders received to revenues recorded for the same period. Although the book-to-bill ratio reflects firm customer orders, changes such as terminations, amendments, or contract cancellations may occur which could result in a reduction to the customer orders. Total booked business reflects expected revenue from the remaining life of long-term agreements with t ...

This story was originally published on MedTech Dive. To receive daily news and insights, subscribe to our free daily MedTech Dive newsletter. Medtech companies face more tariff uncertainty as the Trump administration opens a Section 232 investigation into medical equipment. The Department of Commerce disclosed the probe late Wednesday, although it had started several weeks earlier, on Sept. 2. Medical device firms are still looking into the potential implications. Industry group Advamed, which has been lob ...

调查启动与法律依据 - 美国商务部根据《贸易扩展法》第232条款于9月2日启动国家安全调查 [2] - 调查涉及机器人、工业机械和医疗设备的进口 [1] - 此举可能为实施新的关税铺平道路 [1] 调查覆盖的产品范围 - 调查范围扩展至个人防护装备，包括外科口罩、N95呼吸器、手套及其他医疗消耗品，如注射器、针头和处方药 [2] - 还包括进口医疗设备，如轮椅、病床、诊断和治疗设备，例如起搏器、胰岛素泵和心脏瓣膜 [3] - 针对药品、半导体及芯片组件（如硅片）、芯片制造设备及相关下游产品的调查也在进行中 [5] 调查目的与潜在措施 - 调查旨在评估相关进口产品是否威胁美国国家安全 [2] - 调查结果可能作为实施新的行业关税的理由，以提振被视为对国家安全至关重要的商品的国内生产 [3] - 任何新关税将叠加在现有的针对特定国家的关税之上，但欧盟和日本已达成可能使其免受额外关税影响的协议 [5] 对行业的影响与依赖度 - 汽车行业可能受潜在关税冲击最大，该行业是工业机器人的最大需求方，去年安装了13,747台机器人 [7] - 美国在机械方面严重依赖墨西哥和中国，2023年从这两国的进口分别占美国机械总采购量的18%以上和17%以上 [6] - 大多数工业机器人依赖进口，在美国本土生产的制造商很少 [7] 征求行业意见与关注点 - 商务部正就企业对相关产品的预计需求、国内生产能否满足本地需求以及外国供应链的作用征求公司意见 [3] - 同时邀请企业阐述外国补贴的影响以及政府所称的“掠夺性贸易行为”的影响 [4] - 专家警告，对医疗设备和防护装备的潜在征税可能增加医院和患者的成本，减少获得关键设备和护理的机会 [7]