China's daily output of masks exceeds 100 million
Development and Reform Commission said that the daily output was 12 times earlier in February, further alleviating the contradiction between supply and demand of masks; mask production concept stocks continued to sell well
On March 2, the Development and Reform Commission released news that China ’s daily production capacity of masks continued to grow rapidly and both exceeded 100 million.
According to the schedule, on February 29, including ordinary masks, medical masks, and medical N95 masks, the daily production capacity of masks nationwide reached 110 million, and the daily output reached 116 million, which were 5.2 times and 12 times respectively on February 1. The contradiction between supply and demand of masks was further alleviated. Among them, the daily production capacity of medical N95 masks reached 1.96 million and 1.66 million, respectively, which effectively addressed the protection needs of frontline medical staff.
Guarantee to support enterprises to expand capacity and increase production "I feel that masks are not so difficult to grab"
According to the National Development and Reform Commission, since the outbreak of the new crown pneumonia epidemic, the National Development and Reform Commission has made great efforts to promote the resumption of production of mask companies, and to guide and support the expansion, increase and conversion of enterprises. The reporter noticed that as of February 22, the daily output of masks in China has reached 54.77 million, of which the daily output of N95 masks has reached 919,000. By February 25, the daily production capacity of masks nationwide exceeded 70 million. At the same time, in addition to Tibet, 30 provinces, autonomous regions and municipalities have successively launched new mask production lines, and new mask production lines have been continuously put into operation.
A number of mask manufacturing companies interviewed by the reporter previously gave up the Spring Festival holiday, and recalled employees who have been on vacation in various ways, in an effort to resume production. Many companies have paid 3 times or even 5 times their wages to work overtime. However, because the resumption of work in the upstream supply chain is later than that of mask companies, the supply of raw materials is not stable, and the return trips of employees are only in place one after another. The production capacity of these mask manufacturers has experienced a climbing process. Recently, when a reporter from the Beijing News visited a mask manufacturer, some business owners said that not only can it reach full capacity, the company has also purchased a new production line to further expand its production capacity.
In addition, the reporter noticed that in Zhengzhou, Shenzhen and other cities, local governments also distribute masks through a unified appointment distribution method. According to official Weibo news from Zhengzhou, from March 2nd, the daily mask distribution volume in Zhengzhou will reach 200,000, and the number of purchases per person will increase to 10. Citizens need to make appointments online through their ID numbers. They make appointments at 9:30 am and 2 pm, and each time 100,000 appointments are issued. In Shenzhen, starting March 3, 300,000 masks will be issued free of charge every day.
Beijing residents interviewed by the Beijing News reporter also said that the probability of "grabbing" masks on e-commerce platforms is also much higher than before. Huang Ling (pseudonym) of Chaoyang District told reporters that she had previously made appointments or snapped up masks at multiple e-commerce sites, large and small, but every time she opened the page, it was sold out, and sometimes even the webpage crashed. . In the past two days, when she saw the arrival information again, she had no hope at all and grabbed it twice in a row.
"I don't think it's as difficult to grab as before." Huang Ling said that the 20 masks seized these two times, plus the remaining ones, can last at least another month.
Predicament Meltblown cloth price rises to 200,000 to 300,000 Ministry of Industry and Information Technology: production raw material capacity is sufficient
At present, with the huge increase in the demand for masks, the price of meltblown cloth is still rising. Previously, the normal price of meltblown cloth was more than 20,000 yuan per ton. At present, the market price of meltblown cloth has reached more than 200,000 yuan, if there is an intermediary price increase, it can reach 300,000 yuan.
Medical masks contain at least 3 layers of non-woven fabric, and the middle layer is a meltblown layer, which mainly plays the role of filtering bacteria. It can be said that meltblown cloth is the core of the filtering performance of medical masks and N95 masks. A mask manufacturer in Jinan told reporters that meltblown cloth is very tight, there is no spot, and the price is nearly 300,000 per ton. The manufacturer, which is setting up a production line, has not yet found a supplier of meltblown cloth. In addition, a trade company in Dalian told reporters that meltblown cloths can be provided, but recently it was only available on March 25th. N95 was quoted at 230,000 yuan per ton with meltblown cloth.
The reporter noticed that on February 21, the client program of the State Council launched the "Docking and Supply-Docking Zone for Production and Supply of Key Medical Prevention and Control Materials" to help the needs of medical prevention and control material production enterprises. On the demand side, a large number of companies are "eagerly seeking" and "urgently buying" meltblown cloth, and some companies claim that "the mask machine has arrived and there is a shortage of meltblown cloth production".
As the main producer of polypropylene for meltblown cloth, Sinopec has announced on February 24 that it will invest about 200 million yuan to build 10 meltblown cloth production lines. The meltblown cloth output of 10 production lines can produce 3.6 million pieces of N95 masks or 18 million pieces of medical flat masks every day. The production line has not yet been put into production.
It is worth mentioning that various local governments have adopted various measures in raw material procurement and market supply to ensure production and sales. In the context of rising raw material prices for masks such as meltblown cloth, Liao Jiaming, general manager of Hengming Medical in Chengdu, Sichuan, told the Beijing News that the price of meltblown cloth in Chengdu is relatively stable. Taking Hengming Medical as an example, the raw materials for the company's current production of masks are coordinated by the government, and the produced masks are also uniformly allocated by the government for storage and distribution. Therefore, although the price of raw materials has increased, the overall control is relatively controllable.
Regarding the machinery for producing masks, Liao Jiaming said that the current price of a mask production machine in Chengdu is 300,000 yuan, which has increased compared to the usual 200,000 yuan. In his opinion, this increase is not significant because the government helped control it.
The National Development and Reform Commission previously stated that the focus of the guarantee work is gradually shifting to general medical care and ordinary masks. Key tasks include promoting the full recovery of mask companies, supporting increased production and capacity, and ensuring the coordinated operation of the entire industry chain, actively coordinating key raw materials and equipment companies such as meltblown nonwovens, mask machines, and parts and components to accelerate production. In addition, the Ministry of Industry and Information Technology also said that the raw materials for the production of masks are mainly high-melt-fiber polypropylene, and domestic production capacity is relatively sufficient. In 2019, domestic production is about 900,000 tons, and one ton can produce 900,000 to 1 million pairs of disposable surgical masks. 200,000-250,000 pairs of protective masks.
behind
6 company stocks 10 daily limit, companies have busy announcements to clarify
On March 2nd, the daily limit of TEDA shares was again in late trading. This is already the 14th daily limit of TEDA shares after the outbreak. In addition, as of the close of March 2nd, Xinlong Holdings and Nanwei's daily gains reached 9.98% and 4.4%, respectively.
The rise in these companies' stocks is related to masks. Wind data shows that more than 10 A-share listed companies have been incorporated into mask production concept stocks, including Teda, Ogilvy Medical, Zhende Medical, and Yangpu Medical. Since January 20, the stock price of mask concept stocks has almost soared. As of March 2, the daily limit of these six companies since January 20 reached 10 days.
Correspondingly, the total market value of these companies has also increased significantly. As of the close of January 19, the total market value of TEDA shares was 5.3 billion yuan, and by March 2, the total market value had reached 16.718 billion yuan. Ogilvy Medical is also in this range, with a total market value of 10 billion yuan.
It is worth noting that not all of the above companies directly produce masks, while some companies' stock prices continue to rise, they are also reminding investors of risks. Ogilvy Medical frequently issued announcements that the recent increase in demand for protective equipment such as masks will not have a significant impact on the company's financial position. In addition, Xinlong Holdings also said that the company's composite staple fiber mainly produces hot-air hot-rolled non-woven fabrics and dust-free paper, and is widely used in the production of disposable sanitary products such as diapers and sanitary napkins. The company does not produce masks, and downstream customers do not have masks. Business.
On March 2, Naipu Mining Machinery, which had been listed for less than a month, received an inquiry letter from the Shenzhen Stock Exchange. The day before, Naipu Mining Machinery Co., Ltd. decided to purchase small and medium-sized mask machines, and the Shenzhen Stock Exchange urgently issued a letter of concern to ask whether the company was involved. Cater to market hotspots and hype the company's stock price.
In addition to the rise in the stock prices of mask manufacturing companies, the stock prices of some companies in the related industry chain that have non-woven fabric production, high-melt-fiber polypropylene, and other businesses are also rising. Among them, the range of Daun shares rose more than 200%, and Nuobang shares exceeded 56%.
In the bullish market, some companies have announced new mask production lines or expanded production, and some companies have added or expanded mask-related raw materials. Baofeng Energy stated on the interactive platform in February that the company plans to switch to S2040 grade polypropylene for medical non-woven fabrics needed for protective masks. In addition, Kangzhi Pharmaceutical announced that it is expanding the capacity of medical masks.
The production line is just one aspect, and the production of masks requires a license. In early February, Yangpu Medical also announced that its subsidiaries have obtained medical device registration certificates for medical surgical masks and medical protective masks. On February 29, Sanxin Medical announced that the emergency registration for the application of disposable medical masks was accepted.
Beijing News reporter Xu Nuo Li Yunqi Zhang Yanxin Gu Zhijuan