China-Singapore Jingwei client, April 13 (Gao Xiaoyong) Before 2020, people are still relatively new to "meltblown", but only four months after its opening year, it has become a hot business. However, among the influx of people, formal channel sales are mixed with scammers; some people directly use meltblown cloth as futures.

With the outbreaks of foreign epidemics, the market price of melt-blown fabrics seems to have taken the "roller coaster". The data shows that the meltblown fabric increased from the original 20,000 yuan / ton to 650,000 yuan / ton, and then decreased from 650,000 yuan / ton to 150,000 yuan / ton. Now it has rebounded from 150,000 yuan / ton to 500,000 yuan. / Ton, and must first pay a deposit to wait for the goods. And what role and capital are behind it?

Masker's anxiety

"Last month was 320,000 yuan / ton, and now the price has risen to 500,000 yuan / ton." A mask dealer told Sino-Singapore Jingwei client that the Sinopec N95 meltblown cloth in his hand is a futures, and so on. It will be delivered within 5 days and the price will be 420,000 yuan / ton. The Sino-Singapore Jingwei client also found several merchants claiming to have a meltblown fabric supply source. Some require "cash lock" and some require "50 tons order, first pay 20% deposit and quote 460,000 yuan / ton."

Masks to prevent and control materials. China-Singapore Jingwei Dong Xiangyishe

A Chengdu medical equipment company chairman said that the previous purchase price of melt-blown cloth, which was used to filter 99% of non-oily particulates, was 260,000 yuan per ton. When the purchase volume was small, it did not exceed 350,000 yuan per ton. The price suddenly rose to 500,000 yuan per ton. "It stands to reason that the domestic epidemic situation has stabilized, the price peak has passed, how could it suddenly rise again?" The increase from 260,000 yuan to 500,000 yuan took only ten days, leaving the person in charge a little solution.

According to the big data disclosed by Alibaba International, the demand for medical masks on the website increased by 13769% from February to March. Masks became a "hard currency" in the world for a while, and the sudden outbreak caused a shortage of supplies for meltblown fabrics, and domestic prices skyrocketed. The data shows that the meltblown cloth is the core material of the mask and is called the "heart" of the medical mask. However, since there are not many large manufacturers that can produce meltblown fabrics in China, the industry as a whole is small and scattered.

The relevant person in charge of Tianjin TEDA Clean Materials Co., Ltd. stated in an interview with the Sino-Singapore Jingwei client that the production technology threshold for meltblown fabrics is "how to minimize the resistance value of meltblown fabrics and maximize the efficiency value." Production equipment has very high requirements. At present, TEDA's imported equipment is priced at 20-30 million yuan per unit, and domestic equipment is about 4 million yuan per unit.

Regarding the increase in meltblown fabric prices, the person in charge said that there are several major factors. One is the price increase of upstream polypropylene raw materials, the second is the rise in labor costs, and the third is the cost of the company's equipment transformation. She said, "In January, when we greatly increased the supply, there was still no price increase. Later, we made appropriate price adjustments based on the above factors. During the outbreak, the national management department will regularly come to the company to control the quality of the product. All orders are also deployed by the government. "

Mask prices have recently risen

According to the "Shenzhen · China National Defense Epidemic Materials Price Index", the total price index of epidemic prevention materials has continued to decline since it rose to its highest point in late February. However, the prices of masks, including medical masks, Grade N95 face masks and Ordinary masks, have fallen slightly since the lowest level in late March. But compared with when the domestic epidemic situation is high, it is still in a low position.

Mask price index trend source: CLP Mining

"Taking 3M N95 masks and disposable medical masks as an example, when the price index reached the highest peak on February 26, the average market price of these two types of masks was 36.5 yuan / piece and 5.98 yuan / piece, and the index went down to March 26. At the lowest daily value, the average market price was 13.34 yuan / unit and 2.38 yuan / unit. "Wang Baiping, a data analyst at Beijing Zhongdian Zhongcai Data Services Co., Ltd., analyzed that after a slight increase, the average market prices on April 7 were 20.13 yuan / piece and 2.37 yuan / piece. Before the outbreak, the average market price of these two types of masks was about 7.91 yuan / piece and 1.8 yuan / piece.

"After the outbreak of foreign epidemics, the N95 and disposable medical mask price index rising curves are very obvious." Wang Boping said that there will be a certain upward trend for a period of time in the future, because sampling shows that the supplier's order has been scheduled until June. In addition, the price of melt-blown cloth is also rising.

However, the above-mentioned TEDA Cleaner said that the proportion of meltblown fabrics in the production of masks is very small. One ton of meltblown fabrics can produce 1 million masks, and the direct reason for the rapid increase in the price of masks is not that of meltblown fabrics. Price increase.

A state-owned melt-blown cloth manufacturer told the Sino-Singapore Jingwei client that the price of melt-blown cloth before the epidemic was 40,000-50,000 yuan / ton. Due to the impact of rising costs, it has been adjusted to about 120,000 yuan / ton, and 500,000 has not appeared. The price of yuan / ton. According to the calculations by the reporters of China-Singapore Jingwei, the cost of 50,000 yuan / ton of melt-blown fabric in the mask is only 5 cents, while the cost of 100,000 yuan / ton of melt-blown fabric in the mask is only 1 dime, compared with the above Mask price increases accounted for a relatively small percentage.

The well-known economist Song Qinghui told the Sino-Singapore Jingwei client that at present, the domestic epidemic situation has stabilized, the price peak of meltblown cloth has passed, and disposable medical masks are generally available in ordinary pharmacies. In general, domestic masks will not see soaring prices in the future and supply will exceed supply. He believes that the recent price increase of melt-blown cloth is more caused by greedy capital hype. This is a bit like a speculative amount of warm gun. The price has dropped from about 600 yuan to the current 100 yuan. Now a new round of Hype.

Strictly control and guard against malicious speculation

In response to the recent price increase of meltblown fabrics, Chen Zhijiang, a first-level inspector of the Price Supervision and Competition Bureau of the State Administration of Market Supervision and Administration, said at a press conference that the recent problem of excessively high and rapidly rising meltblown fabric prices does exist. The continuous increase in production capacity, the production of melt-blown cloth did not keep up in time, causing a certain contradiction between supply and demand. Some unscrupulous operators took the opportunity to drive up prices and disrupt the market price order.

According to the China Industrial Textile Industry Association, in the case of tight supply of meltblown fabrics and difficulty in reconciling in a short period of time, there have been a number of middlemen selling and selling, hoarding and raising prices. Some people will sell melt-blown cloth that has no electret that cannot be used in the filter layer of the mask (the filtration effect is only 20%), and sell it to newly-launched mask companies. It is hoped that enterprises will be more vigilant when purchasing raw materials.

It is understood that on February 10 this year, the two high schools and two departments issued the "Opinions on the Punishment of Crimes against the Prevention and Control of Pneumonia Epidemic Diseases that Impede the New Coronavirus According to Law", which violated the relevant national market management and price management regulations during the period of epidemic prevention , Hoarding, raising the prices of masks, goggles, protective clothing, disinfectants, and other protective equipment, medicines, or other items related to people's livelihood that are urgently needed for epidemic prevention and control, and making huge profits. The illegal gains are large or there are other serious circumstances that seriously disrupt the market order. In accordance with the provisions of Article 225, Paragraph 4 of the Criminal Law, it shall be convicted and punished with the crime of illegal operation.

In an interview with a reporter from China-Singapore Jingwei, many industry insiders called for the development of standards for the mask filter industry in the later period to refine the standards for controlling the quality of the mask, and at the same time set up a special regulatory department to implement; secondly, the establishment of industry alliances, etc. Social groups forced the industry to purify and wash out the irregular manufacturers; third, after this epidemic, it is necessary to consider whether to raise the masks and mask filter materials to the national defense materials for storage, and establish industrial clusters, in addition to the central government to reserve In addition, local governments should also make reserves in case they are at a loss again after the next epidemic. (Sino-Singapore Jingwei app)

All rights reserved by Sino-Singapore Jingwei, without written authorization, no unit or individual may reprint, extract or use it in other ways.