With the spread of the epidemic, masks have become urgent all over the world, and the concept stocks on the capital market have soared against the trend. On the evening of March 9, many listed companies issued announcements to clarify relevant production issues.
The number of newly diagnosed cases of new crown pneumonia worldwide has exceeded 100,000. With the spread of the epidemic, masks have become urgent worldwide. Concept stocks on the capital market have surged against the trend. As of the close, Huafang, Zhende Medical, Guoen, Dao En shares and other daily limit of more than 20 shares.
On the evening of March 9, a number of listed companies issued announcements to clarify related production matters:
According to the announcement of HeDong Intelligent, as of now, the company has not obtained relevant reports of qualified inspection results so far, and the company's business scope has not been changed, and it has not obtained a license for medical equipment and other services. condition. Taking the above factors into consideration, it is estimated that the related business income in the short term will not exceed 10% of the company's audited operating income in the most recent fiscal year, which will have no substantial or significant impact on the company's operating income and profit growth.
Dawn announced that the increase in orders for polypropylene meltblown special materials will have a certain positive impact on the company's operating performance, but with the epidemic situation under effective control, it is expected that future orders for this product will gradually decrease. Recently, a number of companies have newly started to produce polypropylene meltblown special materials. The market supply of this product has gradually increased, and the industry is at risk of overcapacity. The company's products are special materials for polypropylene meltblown and raw materials for mask meltblown cloth. The related sales revenue does not account for a high proportion of operating income.
Zhende Medical announced that in 2018, the company's masks and other protective products achieved sales revenue of 54.25 million yuan, accounting for 3.83% of its main business revenue; in the first three quarters of 2019, the company's masks and other protective products achieved sales revenue of 51.88 million yuan, accounting for the main business 4.07% of business income, a small proportion. Recently, affected by the new crown pneumonia epidemic, the company's demand for protective equipment such as masks has increased.
* ST Nantang announced that after the investigation, after the outbreak, according to the government's request, the company's holding subsidiary, Shuya Company, carried out technical transformation and increased the mask production line. After the mask line was put into operation in March, the Nissan mask was expected to be 100,000 to 150,000. sheet. As of the date of this announcement, Shuya's medical masks have not yet been formally put into production, and the relevant production license procedures are being processed. At the request of the government, the holding subsidiary Qiaohong Company transformed the production line to produce medical-grade meltblown cloth materials required by masks through technical transformation and process adjustment. The products are collected and stored by the government, and the production capacity of medical meltblown cloth is low. At present, The daily output of meltblown cloth is about 2 tons, and the annual output is expected to be about 800 tons.
According to the announcement of Huafang Co., Ltd., the company has not yet obtained the production license for medical masks and protective clothing, nor does it have the production conditions for medical masks and protective clothing, nor has it produced medical masks and protective clothing.
Water shares announced that the company's products are polypropylene materials for meltblown cloth, not meltblown cloth. With the alleviation of the domestic epidemic situation and the increase in the supply of meltblown cloth special materials in the industry, the current supply of meltblown cloth special materials in the market has eased. The company currently has no overseas sales orders. The meltblown cloth special material business is not expected to have a significant impact on the company's annual business.
Nuobang shares announced that the company does not produce masks, and the company's production of spunlace nonwovens is not the main raw material of medical protective masks, and currently does not provide mask manufacturers for the production of medical protective masks. At the same time, the company does not produce meltblown nonwoven fabrics, and currently does not have the conditions to produce meltblown nonwoven fabrics.
Sanfang Lane announced that the company is mainly engaged in the production and sales of dyed and finished cloth, cotton yarn, PBT engineering plastics and electricity and steam. It does not involve the production of masks and related raw materials, and does not have the production conditions of masks and related raw materials. The target company of this reorganization, Jiangsu Hailun Petrochemical Co., Ltd., does not involve the production of raw materials for the upstream of the melt-blown cloth of the mask, nor does it have the production conditions for the upstream of the melt-blown of the mask.