国金证券：原料药及耗材迎来提价契机行业景气度有望回升

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智通财经APP获悉，国金证券发布研报称，受到上游原材料成本提升影响，下游原料药产品迎来提价契机。综合考虑到目前客户库存水平已长时间处于较低位置，一旦涨价预计持续性良好，建议关注后续价格提升带来的利润弹性。医用耗材方面，医用丁腈手套行业供给壁垒高、格局稳定，当前价格与盈利处历史底部。上游原料受地缘扰动快速涨价，头部企业凭成本传导与一体化布局优势，有望迎供需改善与价格反转，2026年利润弹性可期。...

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国金证券：原料药及耗材迎来提价契机 行业景气度有望回升

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国金证券：原料药及耗材迎来提价契机行业景气度有望回升