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藍帆醫療(002382.SZ):一季度手套的售價仍處於低位,但有上升趨勢
格隆匯 06-13 08:04

格隆匯6月13日丨藍帆醫療(002382.SZ)接受機構調研,互動交流環節中,就“請問手套業務預計什麼時候可以扭虧為盈?”

公司回覆稱,主要受三個因素的影響:一是產品價格,經過近兩年的週期調整,2023年一季度起,量價開始觸底回升。從需求端來看,海外市場庫存逐步消化殆盡,產品價格觸底企穩,下游心態轉好,開始陸續補充庫存;二是成本,2023年以來大宗原材料、能源的價格一直處於下降趨勢,帶來成本的下降;三是匯率,目前波動幅度較大,不確定影響因素較多。

整體來看,防護手套價格仍處於磨底階段,行業內各公司盈利情況未顯著改善,但公司一季度丁腈手套訂單較去年同期有顯著增長,且開工率較2022年四季度也有顯著提升;一季度手套的售價仍處於低位,但有上升趨勢。另外,從數據上來看,全球出口市場份額正在逐步從馬來西亞同行向中國廠家進行結構性轉移。

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