英科醫療(300677.SZ)漲超8% 受益全球最大橡膠手套製造商停產
格隆匯11月24日丨英科醫療(300677.SZ)近日跳空高開高走,盤中一度漲超10%報132.73元,市值442億元。由於新冠疫情的全球蔓延,馬來西亞橡膠手套製造商Top Glove工廠確診病例激增,馬來西亞官員稱將逐步關閉Top Glove30個工廠中的28個。Top Glove為全球最大橡膠手套製造商,手套產量佔全球五分之一。因疫情對乳膠手套相關產品的需求激增,該公司在今年創下了史無前例的利潤增幅。隨着Top Glove工廠的關閉,同時歐美第二波疫情蔓延,手套需求持續旺盛,國內廠商將受益。英科醫療為國內涉足丁腈手套的主要玩家,2017年該公司年產PVC和丁腈手套就達到了110億隻。此外,藍帆醫療是全球最大的PVC手套生產商;康隆達專業從事特種及普通勞動防護手套的研發、生產和銷售。

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