Intco Medical: Bottom Profit Continues to Rise, Firmly Recommended, Re-call for Layout!

English summary

### Intco Medical: Bottom Profit Continues to Rise, Firmly Recommended, Re-call for Layout!

Time: 2026-07-29 14:06:20

Content: [Zheshang Light Industry | Shi Fanke] Intco Medical: Bottom profit continues to rise, firmly recommended, re-call for layout! Intco is global leader #1 with enhanced bottom profit: Yesterday Zhonghong Medical disclosed 26H1 performance forecast, attributable net profit 1.4-2.1 billion yuan, a significant YoY increase, fully verifying that China's production capacity has strengthened its position in this round of supply fluctuations (compared to Malaysian competitors lacking stable nitrile latex supply, expected no excess profit). Industry leader Intco Medical has more prominent advantages in latex self-supply, production line efficiency, energy costs, etc., with continuously increasing voice in the global industrial chain.

27-28 profit is certain and scarce growth: The company continues to expand production capacity, with nitrile glove capacity expected to expand from 56 billion units in 25 to 88-90 billion units in 27. On the profit side, benefiting from improved efficiency of new production lines + release of scale effects + higher overseas production capacity pricing, driving overall per-unit profit for 27 to rise above 3 cents.