1. Before the epidemic, the demand for nitrile gloves in developed countries, which account for 20% of the global population, continued to increase, and the demand for the remaining 6 billion people in less developed countries continued to increase. China’s per capita consumption of rubber gloves in 2018 was only 6 pieces. There is a big gap with the world average of 33 in 2018, while the average per capita of 100 in developed countries is an increase of 130 billion medical-grade gloves consumption. In this way, the consumption of disposable rubber gloves has great potential for growth, coupled with PVC gloves, etc., so it is believed that the global consumption of disposable gloves will have a large capacity in the future, and the market growth of disposable gloves will remain at 8~10% under normal conditions, 2024 It will reach about 800 billion a year. Among them, nitrile gloves will consume about 188 billion pieces in 2019. Due to the relatively good performance and cost-effectiveness of the products, the demand will increase by about 15% under normal conditions.
2. During the epidemic, the sudden outbreak of the global epidemic caused the potential demand for nitrile gloves related to epidemic prevention to be three times that before the epidemic. Therefore, it is judged that the potential demand for nitrile gloves is 1880X3=564 billion pieces, an increase of about 374 billion pieces, plus industrial The demand for labor insurance, supermarkets, households, and service industries has also increased, and the potential demand for gloves is about 2 times that before the epidemic, about 1 trillion. At present, there is hope for vaccines to control the epidemic, but the vaccination process (the whole society will not turn around until the vaccination rate reaches 60% of the spread growth rate. In 2021, it may be that European and American countries are intertwined in the vaccination and anti-vaccination struggles. By the end of 2021, developed countries will be vaccinated. Can the rate reach 60%?) and long-term efficacy, the host of the virus in the animal kingdom is not clear, and it is necessary to observe when the epidemic can be controlled. It is not so certain. If the epidemic is still there, the potential demand for gloves is still strong.
3. Reserves in the post-epidemic stage: The health systems of various countries also need to purchase and store anti-epidemic materials. Generally, the need for replenishing stocks will last for 3 to 6 months.
Post time: May-01-2022