Aveneu Park, Starling, Australia

Crazy meltblown cloth: the price once rose more than 20 times, some companies are willing to change their masks

Crazy meltblown cloth: the price once rose more than 20 times, some companies are willing to change their masks
The new coronary pneumonia epidemic has led to a slowdown in the development of many industries, but the demand for epidemic prevention supplies has soared during the epidemic, and related industries have also fallen into “crazy”. Meltblown cloth is one of them.According to Sauna and Yewang ‘s incomplete statistics, from February 2020 to March 27, at least 30 listed companies have gradually released more than 80 announcements related to meltblown fabrics.Some of these listed companies include meltblown cloth in their business scope, some supplement this business, and some listed companies are actively looking for meltblown cloth companies and want to cooperate with them.The popularity of melt-blown cloth also drove the related companies to rise in advance, and some listed companies are “discharging” their relations.The market is crazy, and the price of meltblown fabrics was once more than 20 times higher than that of the new coronary pneumonia epidemic. The demand for masks as an epidemic prevention article soared, and the meltblown fabric, one of its raw materials, also became tight.”Since the outbreak of the epidemic, many enterprises have put on mask production equipment, so there has been a situation where the upstream lacks melt-blown cloth and the downstream mask production equipment has surged.”A senior analyst said.”This statement has also been confirmed by sustainable listed companies.On March 11, Sunway said in the announcement, “Since the outbreak of the new coronary pneumonia, there has been a shortage of masks and meltblown cloth.Guangdong Saite, a wholly-owned subsidiary of the company, was affected by the epidemic situation, and the production line operation rate was insufficient.”Yes, Sunway decided to transform part of its internal production line to produce special polypropylene material for melt-blown cloth and to transform the production line.”As of March 11, the first production line for polypropylene materials for meltblown fabrics has been put into production, with a designed maximum production capacity of 8 tons per day. The second production line is planned to be put into operation in the near future. The other three production lines will be arranged according to the order quantity.Decide.If all the five production lines are completely transformed, the maximum production capacity is 40 tons / day.”After the outbreak of the New Coronary Pneumonia epidemic, in order to protect the company’s employees’ needs for the new Coronary Pneumonia epidemic mask for a long time, the Naipu mining machine decided to purchase small and medium-sized mask machines. Except for part of the products to meet the company’s needs for epidemic prevention materials, the rest of the sales can alleviate the shortage of social mask products.However, with the mask machine, the melt-blown cloth became a constraint.In response to the letter of concern to the Shenzhen Stock Exchange, the Naipu mining machine stated on March 3: “Due to the difficulty in purchasing core raw material meltblown fabrics and the price increase, the difference between the actual output of masks and the production capacity has increased.”” Some companies have also invested in the melt-blown fabric project after the mask production line was built because the melt-blown fabric was too tight.On March 16, Gan Consulting announced its proposed participation in Lanzhou Gem Flower Medical Equipment Co., Ltd. to invest in the construction of medical masks and melt-blown non-woven fabric production projects.Consultation Gan said: “Lanzhou Gem Flower Medical Devices Co., Ltd. relies on CNPC Lanzhou Petrochemical Company and its subsidiaries for the construction of masks and medical textile production lines. The mask production line has been successfully put into production.Due to the shortage of raw materials, this time it is planned to increase the capital to build a new meltblown nonwoven fabric production project. It is expected that the construction period will be shortened and large-scale production can be achieved in a short time. After the project reaches production, it will be conducive to the supply of epidemic prevention and control materials and meet the subsequent marketThe demand for medical masks and melt-blown non-woven materials has a strong strategic layout and realistic social significance.”Sauna, Yewang learned from the domestic general mask manufacturer that at the end of February and early March, the price of meltblown cloth with a price of between 10,000 and 30,000 per ton has increased by at least 10 times, and some middlemen even askedMore than 400,000 yuan / ton.”I remember at that time, the price of melt-blown cloth was more than 400,000 per ton, and some people sold it for 500,000.”The relevant person in charge of a mask manufacturer in Hainan told reporters.Tongji University PhD in chemistry told Shuangfei to the sauna and Yewang, “The meltblown cloth is the core material of the mask.During the epidemic, due to short-term tight supply and demand, the price of melt-blown cloth was once speculated from 2 million to 50 million tons.”Regarding the reasons for the price increase of meltblown fabrics, the China Industrial Textile Industry Association said:” Recently a large number of mask factories have emerged. Because there are no stable suppliers, stimulated by the huge profits of masks, they will not hesitate to buy cloth at a high price to a certain extent.The above has stimulated the hoarding of raw materials by mask manufacturers and the reselling behavior of middlemen, which has boosted the tension of raw material supply.In addition, compared with the mask production line, the investment in meltblown nonwoven fabric equipment is large, the construction period is long, and the production process is relatively complicated.And once the epidemic is over, the demand for masks will drop sharply. The expectation of overcapacity also makes melt-blown nonwovens manufacturers dare not increase investment, making the current tight supply and demand situation difficult to adjust and leading to a further increase in melt-blown cloth prices.”The layout of GM’s listed companies is melt-blown, and Midland New Materials pays for itself1.The surge in demand for melt-blown fabrics in the 200 million investment and construction-related project market has also attracted capital and corporate investment.On February 14th, Zuode announced that it plans to invest 2 billion yuan in its own funds to establish Dongguan Zuite Medical Supplies Co., Ltd. The other business scope includes research and development, production, sales, online sales of medical masks, protective clothing, melt-blown clothWait.On March 10, Midland New Materials announced its intention to use its own funds.200 million yuan investment in the construction of high-end melt-blown materials and melt-blown non-woven technical transformation projects.”Currently, meltblown fabrics have gradually become an emerging industry in the domestic market. In this segment, in order to prevent and control the epidemic of new coronaviruses and face the form of blowout of the core material meltblown fabrics for masks, the SASAC of the State Council guides relevant enterprises to speed up production lines.Construction, put into production as soon as possible, expand the meltblown cloth market supply, and provide protection for epidemic prevention and control.Midland New Materials said that through the implementation of this project, the company actively carries out strategic emerging industry layout, promotes the replacement of the company’s product chain, and meets market demand to seize potential incremental business opportunities.”At present, the average price of the melt-blown cloth market is 200,000-300,000 / ton, our company follows 4.A conservative calculation of 50,000 yuan / ton is expected. After the project is put into production, it is expected to realize annual operating income of about 400 million yuan and net profit of about 100 million yuan.”Midland New Materials said.On March 11, Shouhang Hi-Tech announced that it would use its own capital of RMB 20 million to invest and establish a wholly-owned subsidiary, Shouhang Hi-Tech Nanomaterials Technology (Tianjin) Co., Ltd., in Baodi District, Tianjin, for the production of melt-blown fabric-related products.The chaser is endless.On March 17th and 25th, Jinming Precision Machinery and Xingyuan Materials successively announced that they intend to increase the company’s business scope. The new content of the former is “for masks and equipment, melt-blown cloth / nonwoven fabrics and their equipment.”Production, sales business”, the rest of the more content is the development and production of medical melt-blown cloth and sales.After the continuous rise, some companies clearly did not produce meltblown cloth. Many companies received attention letters to remind them that the risk was overcome after the epidemic. The hot meltblown cloth market also led to the expansion of listed companies. However, in the face of intensification, some listed companies actively clarified.On February 10, Yueyang Xingchang issued an exception announcement on stock trading exceptions. Its wholly-owned subsidiary Changjin Company mainly produces single S non-woven fabrics, which can be used for protective products such as masks. However, the current medical protective products market mainly uses SS, SSS, meltingSpray cloth, SMS, SMMS and other non-woven products, instead of using single S spunbond non-woven fabric.On March 10th, after the closing price increase value of Nuobang shares and Sanfangxiang gradually reached 20% in three consecutive trading days, they announced that Nuobang shares “do not produce masks or meltblown nonwoven fabrics.Jiangsu Hailun Petrochemical Co., Ltd., the subject company of Sanfang Alley Reorganization, does not involve the production of raw materials upstream of the melt-blown masks or the production conditions of the raw materials upstream of the melt-blown masks.After the influx of listed companies, the exchange’s attention letter followed.Sauna and Yewang found that the exchange mainly focused on the reasons for listed companies to invest in the construction of meltblown fabrics and related projects, the production cycle of various products, the estimated production time, whether they have large-scale production capacity, and whether they can carry out production and sales activities.Necessary various professional qualifications, project capacity and order in hand, project risks, etc.According to the response to the letter of concern, the merged listed company mentioned that after the epidemic, there may be subdivisions of meltblown cloth demand, market prices falling, and overcapacity. It also reminds investors to pay attention.Not long ago, the China Industrial Textile Industry Association also made four recommendations to the State Administration for Market Supervision on behalf of the industry: 1.Introduce price management methods or guide prices for masks and melt-blown nonwoven fabrics, transform the interests of the industry chain, dispel the interests of production enterprises, and ensure the further progress of epidemic prevention and control; 2.Increase the quality supervision and random inspection of melt-blown non-woven fabrics and masks, and implement “white list” management for enterprises that meet the standards to ensure high quality and competitive prices; 3.Establish a docking mechanism between key production enterprises of meltblown nonwovens and backbone mask production enterprises to reduce circulation; 4.Increase efforts to combat market speculation by melt-blown non-woven fabrics, mask middlemen, and traders, and maintain a reasonable and standardized market order.The General Administration of Market Supervision is concerned about the price of melt-blown fabrics. Has the price increase of melt-blown fabrics improved?For the phenomenon of rising prices of meltblown cloth, the General Administration of Market Supervision has also paid attention to it.In response to the price increase of raw material melt-blown cloth for masks, Chen Zhijiang, a first-level inspector of the Price Supervision and Competition Bureau of the Market Supervision Administration, said on March 12 that the market supervision department should take strict and strict measures for enterprises and individuals who have verified price violations.Measures were investigated and dealt with, and crimes were transferred to public security organs to pursue criminal responsibility. The situation of high pressure was always maintained, continued warning of deterring illegal operators, and maintenance of price fluctuations during epidemic prevention and control.On March 17, the Jiangsu Provincial Market Supervision Bureau, together with the Provincial Development and Reform Commission, the Provincial Department of Industry and Information Technology, and the Provincial Public Security Bureau, entered the provincial administrative meeting of melt-blown fabric production enterprises. The heads of 25 melt-blown fabric production enterprises in Jiangsu Province participatedtalk.The meeting also notified Zhangjiagang Junma Nonwoven Co., Ltd. and Jiangsu Liyang New Materials Co., Ltd., which were recently investigated by the market supervision department.So, is there any improvement in the price increase in the meltblown fabric market?Sauna, Yewang learned from several people that the price of melt-blown cloth has dropped somewhat, but it is still in a state where demand exceeds supply.The doctor of chemistry at Tongji University told Shuangfei to Sauna and Yewang. “As far as I know, the price of melt-blown cloth has gradually dropped to about 151,000 tons.”Hainan Liangxing New Medical Materials Co., Ltd. initially built a mask production line to solve the problem of self-use, to meet the epidemic prevention needs of employees and family members of the company, and to eliminate the continuation of the epidemic.Ning city donated 100,000 masks.Not long ago, the company released a demand for changing masks on a public platform. On March 27, Sauna and Yewang contacted Lin Xue (a pseudonym), the person in charge of the company.”We won’t change it now, the melt-blown cloth we ordered earlier will arrive tomorrow.”Lin Xue said that the initial demand was really helpless,” now the price of domestic melt-blown cloth has dropped, I remember when the price was more than 400,000 per ton at the end of February and early March, and some people sold 500,000It is currently about 340,000 to 380,000 / ton, which is still very expensive.”The original plan was to replace 150,000 medical BFE99 grade meltblown cloths with 250,000 disposable medical masks, but now it has risen to 1 ton with 300,000 masks.Lin Xue said, “Replacement of meltblown cloth with masks. This alternative method has been done by manufacturers since February. It can be regarded as the need for each, and the resources are exchanged.”Lin Xue predicts,” the price of meltblown fabrics should continue to fall afterwards, but it should be impossible to return to the 230,000 tons before the epidemic. At least, it will take a very long time.”Mr. Li in Fujian started to purchase meltblown fabrics after the epidemic,” I bought meltblown fabrics generally at more than 30 million a ton. I have recently started to reduce prices, and may increase in the future, but the increase is definitely not as much as beforeBig.”On March 27, Yuhetian, a listed company with a daily production capacity of about 500,000 per day, told the sauna. On March 27, Yuhetian, a listed company, said:” The main raw material for the company ‘s masks is melt-blown cloth supplied by the Yuexi County Government, and otherPP non-woven fabrics, ear cords, nose bridges and other raw materials have ample supply in the market, its fluctuation is not large, the quality is good, and the price is reasonable.”Sauna, Ye Wang, editor of Yan Net, Li Weijia proofreading Li Xiangling