蓝帆医疗：目前丁腈手套基本已跌到历史价格的最低点

Core Viewpoint - Blue Sail Medical (002382) anticipates a gradual increase in nitrile glove prices in the first half of 2024 due to various market dynamics, including high inventory levels in the U.S. and shifts in production strategies among manufacturers [1] Industry Summary - Nitrile glove prices have reached historical lows, with expectations for recovery driven by market conditions [1] - U.S. customer inventory levels are currently high, impacting the operating rates of Malaysian glove manufacturers, which may lead to increased competition in non-U.S. markets [1] - As U.S. market inventories are gradually consumed, procurement demand is expected to recover, potentially directing more orders towards Malaysian production [1] - Adjustments in business strategies by some companies towards more rational approaches are likely to positively influence the recovery of nitrile glove prices [1]