【医药】一次性手套行业有望迎来提价——医药生物行业跨市场周报（20260315）（吴佳青/曹聪聪/黄素青/黎一江）

Market Overview - The A-share pharmaceutical and biotechnology index fell by 2.99% over the past two weeks, underperforming the CSI 300 index by 2.11 percentage points and the ChiNext index by 0.62 percentage points, ranking 14th among 31 sub-industries [4] - The Hong Kong Hang Seng Healthcare Index declined by 7.16%, lagging behind the Hang Seng China Enterprises Index by 5.04 percentage points [4] Industry Insights - The disposable glove industry is expected to see price increases due to escalating geopolitical tensions in the Middle East, which have led to heightened volatility in international energy markets. Prices for key raw materials required for glove production, such as butadiene and acrylonitrile, are rising as a result of increasing international oil prices [5] - Domestic disposable glove companies are anticipated to benefit from price hikes, the release of overseas production capacity profits, and natural growth in terminal demand. These companies are expected to gradually capture global market share through cost control, upstream and downstream integration, and research and development advantages [5] Investment Strategy - The investment strategy for the pharmaceutical sector in 2026 emphasizes the importance of clinical value in addressing medical needs, influenced by changes in domestic and international macroeconomic and policy environments. Both domestic healthcare policies and global expansion efforts are increasingly assigning higher premiums to clinical value [6]