The Opening Of The Industry Is About To Open The Mask.

In February 10th, there will be a wave of work across the country.

After a great human migration, the office workers will walk out of the "isolated greenhouse", move towards the crowded streets, squeeze into the crowded subway, step into the crowded offices, and queue up for the canteen. At work, a real problem lies in front of me. What do I do without a mask?

　　 Who can "cover" you who are naked workers?

China is the world's largest producer and exporter of masks. Its annual output accounts for about 60% of the world's total. When the epidemic did not occur, the highest daily yield of Chinese masks was about 20000000.

However, when masks become necessities and even luxuries, the mask kingdom is also "hard to find". Hubei hospital masks and other materials inventory is 0, mask dealers do not dare to go out without masks, some disposable masks can not be thrown for a week, Concord Hospital Nurses for six hours without food or drink, ten days abroad to buy only one mask, three wholesale to Chongqing 9 masks were Dali "cut Hu" on the hot search, Xiamen to buy masks first Yaohao......

An unpopular industry is in urgent need of "recovery".

Mask manufacturers: after the closure of the city, raw materials can not get in, and most of them are short of filter materials. The rate of recovery is less than 40%, and three times the salary is not available. Raw material company: the core filter material is seriously insufficient, and the business is short, but stocks are fried. The order has been put to March. Dealers: there is no masks in hand.

01

Mask manufacturers: spend five times salary to recruit people

"Workers are being isolated, and they can only recruit some nearby residents to work, with a rate of less than 30%-40%." A Hubei masked peach mask maker told Phoenix network.

Xiantao, Hubei Province, less than one hundred kilometers away from Wuhan, is known as "the township of non-woven fabrics". It has the production capacity of nearly 50% of masks and protective clothing in the country, and is also the main place of production and supply of masks in Hubei. Prior to that, Wang Xiaodong, deputy secretary of the Hubei provincial Party committee and governor of the provincial Party committee, also went to the Xiantao field office in person to direct the production of mask.

However, the "mask city", which has been given high hopes, has encountered a dilemma of resumption of production.

In January 23rd, less than a day after the city was sealed in Wuhan, six cities around Wuhan, such as Xiantao, also declared "city closure". Due to the surge in demand for masks, some masks enterprises in Xiantao returned to work ahead of the Spring Festival. However, under the circumstances of the closure of the city, the industrial chain is difficult to operate.

"We can't buy raw materials, we can't recruit workers, and we can't transport them out of production." Xiantao mask manufacturer Li Dong (a pseudonym) said.

Li Dong mentioned that the most missing raw materials are filter materials for respirators. However, only a few enterprises in Xiantao produce local filter materials. "The raw materials outside will not come in, and the supply will not be enough, so we will produce them intermittently and continuously.

In addition to raw materials, Li Dong has no choice but to recruit workers.

Xiantao is a serious disaster area, giving three times the wages, and workers may not necessarily come. At present, the wages of our workers are no less than 500 yuan per day, while the former posts are as long as 100 yuan, and some of them even earn thousands of jobs. Li Dong said. "I do not go to factories and segregate at home."

A number of manufacturers have shown that due to the lack of jobs and raw materials, factory production is less than half that before the epidemic. "Workers usually work for more than 15 hours a day, and even then, the output can not be raised."

According to data from the sky eye, as of February 3, 2020, there were 16582 enterprises in China covering respirators and respirators, involving 11 listed companies. 16582 the business scope of the cover business includes 633 medical masks. Of the more than 10 thousand masks manufacturers, 97 are registered in Xiantao, Hubei, and the number of them is 5. Wang Xiaodong also revealed that only two companies in Xiantao produce standard medical protective clothing in the United States.

Even if the mask is produced in large countries, medical masks are scarce. The Ministry of industry and Commerce has previously said that the production of Chinese masks reaches more than 10 million per day, but the medical mask production capacity is only 600 thousand per day.

Phoenix Network Finance also learned that in order to ensure the quality of masks and control prices, recently, the local government has shut down a number of civilian mask factories and manufacturers that fail to meet the standards, produce three products and fake masks, and a number of mask manufacturers have received a penalty ticket.

The official website of Xiantao Market Supervision Bureau said that in January 28th, in order to carry out the quality and safety inspection of protective products and ensure the normal production of masks and protective clothing, the members of the municipal market supervision and Management Bureau took the lead. They were divided into 10 inspection teams and more than 300 law enforcement officers.

In February 2nd, the Xiantao epidemic command issued a circular. The circular said that we should strengthen market supervision and strictly investigate and deal with illegal activities. In order to find illegal activities discovered through inspections, inspections, complaints and other channels, we should promptly organize forces to strictly investigate and punish severely, and all the products involved will be detained according to law.

The risk is too great, and a heavy penalty is imposed. Some civil respirator factories have also played a "retreat". "Labor and materials are expensive, prices are transparent, and money is not made."

There are also civil masks manufacturers questioned the policy of "one size fits all". "It is not true that medical standards can be achieved by medical use, but it can not be called" fake masks ". Only some people sell them to the drugstore and mistaken for medical masks, but in fact supermarkets can sell normally, and they will not be checked. At present, medical masks are in short supply and civilian masks can be partially replaced. We wear civilian masks. " A civil masked dealer, who was shut down, said.

A number of mask manufacturers also told Phoenix network finance that at present, the large medical mask manufacturers and some civil masks manufacturers are mainly led by the government to produce, purchase and distribute, and the sales links are basically allocated by the government. "Priority is given to Hubei, followed by the deployment of supply locally. So wholesalers can't get goods and ordinary people are more difficult to buy.

"The government will issue targets and tasks every day, and the quantity is changing every day. We are only responsible for production." A medical masks manufacturer of Xiantao said to Phoenix network.

How much does the government buy in a unified way? The medical mask manufacturer did not disclose.

"In addition to government allocation, some manufacturers will store some goods in private and sell them at a high price." One manufacturer said.

　　 02

Raw material company: the order has been discharged until mid March.

"Lack of filter material." This is the common heart disease after masks manufacturers resume production.

Filter material is the core of the masks core material. N95 and medical surgical masks achieve "anti virus" by means of "filter layer" adsorption, blocking viruses and other micro particles. The filter layer is mainly composed of polypropylene melt blown ultrafine fibers.

According to public reports, a number of filter production companies across the country have immediately recalled their staff to carry out the production of mask filters, and some factories even received notification before resuming the Spring Festival.

"The company canceled part of the staff's Spring Festival holiday, all masks filter production lines have been resumed, running 24 hours. After the production of the materials, the government will uniformly deploy them. " A filter company manufacturer told Phoenix Network Finance.

However, filter companies are also facing difficulties in recruitment.

"Although we have three times the salary, many employees are quarantined at home. All roads are closed, and workers can not get the return tickets. It is very difficult to completely resume work." Yang Li, a manager of plastics plant, said.

In order to resume production, Yang Li called the workers one by one, but eventually confirmed that fewer than 30 employees could return. Unfortunately, he has only temporary local staff.

The owner of another filter company also mentioned that the workers were far from enough, the telephone was blown up, and the orders for filter materials had been discharged until mid March. "Because production is limited, companies generally give priority to government procurement units."

The increase in demand and the high cost of labor have directly caused the skyrocketing of masks. According to one industry insider, the price of ordinary respirator filters has increased from more than 80 thousand to more than 30 thousand in the past, at least doubled, and some materials even doubled three or four times.

Why is filter material the most scarce raw material?

From the perspective of masks, medical masks are generally multi-storey, with high melting point polypropylene (PP) as the main raw material. At present, there are 31 high melting point fiber producers in China, and the domestic output is about 900 thousand tons in 2019. One ton can produce 90-100 disposable surgical masks, while the production of N95 respirators can only be 20 to 250 thousand. As the upstream part of masks, this material is mainly supplied by Sinopec, Shanghai petrochemical, satellite energy and so on.

However, as the upstream and downstream of the industrial chain, filter manufacturers are relatively few, and the capacity is insufficient. Phoenix net financial statistics are incomplete. There are less than 10 filter companies announced in the public announcement, including Xinlong holdings, TEDA shares, JIT bio, Jinhai environment, Yi Mao filter material, China Rui environmental protection, Junfu company, and technology upgrading company.

The main business of some companies is not mask filters. For example, the sales revenue of the filter material of TEDA masks was 29 million 723 thousand and 600 yuan in 2018, accounting for 31.24% of its revenue, accounting for only 0.15% of TEDA's share of operating income.

Jie BIE is also facing the "mask mask Oolong order incident". In January 22nd, Yuan Jianhua, chairman of the board, "brag" to produce 10 million masks urgently, and said he had just received 2 million mask orders from the relevant departments of Guangzhou. But soon the company clarified that it was difficult to complete the supply of 2 million masks due to the shortage of raw materials.

JIT's mask business is mainly operated by its subsidiary Guangzhou Fairfax air purification materials Co. Ltd., which accounts for a small proportion of business and is in a state of deficit for a long time.

Some companies even hesitate to adjust production lines to produce filter materials. For example, Jinhai environment recalled employees in Shaoxing area and returned to production for 24 hours. The production filter material production line was converted to produce filter materials for N95 respirators. The company says less than 10% of the business of filtering materials is expected.

It is worth mentioning that, a number of filter related listed companies, stocks have been stir fried.

Will there be any risk in the future? Is there overcapacity?

Lian Weiliang, deputy director of the national development and Reform Commission recently gave a response. "After the epidemic, the surplus production will be carried out by the government, so long as the standards are met, enterprises can organize their production at full capacity."

　　 03

Dealer: afraid of being reported or afraid of being reported.

"Before the N95 mask came back, it was expired and no one bought it. Now money can't get it." A pharmacy owner said.

"Hard to get" is the most authentic picture of the Spring Festival. Buying masks has changed the number of license plates, buying masks, winning lottery tickets, and reusing disposable masks for one week.

"Our department is responsible for confirming patients. The hospital will try to ensure that each person has one set per day. If there is something missing, he will replace it with other things. In order to save masks and protective clothing, we stayed for six or seven hours without eating or drinking, because there was no change. A Concord hospital nurse told phoenix net finance.

Zhang Hong is an old Beijing who has been in the pharmacy business for decades. His drugstore did not have any masks in the thirty year of the new year, so far he has not received the goods. "I had one hundred or two hundred stocks (20 thin and disposable medical masks per pack), but they were short in two days, and only about 8 bags a day before the outbreak," he said.

Zhang Hong regretted that he hadn't left many bags of masks for himself, leaving the staff with no masks. In order to save the remaining three masks, Zhang Hong reduced the number of staff on duty from four to one. "Save money and save money. I'm going to go out as little as I can."

Another mask wholesaler told Phoenix Network Finance, "the previous Xiantao mask factory has stopped production, and has lost its stock in its own hands. One stock is gone, and now it can only be closed at home without going out."

When masks become the "necessities" of the whole people, the price is naturally "one wave is higher than one wave". "Disposable masks rose from 2 yuan per pack (10 yuan) to 36 yuan per packet. N95 masks are basically priced at half an hour. Zhang Hong said.

It is not only domestic but also abroad. Phoenix Network Finance learned that some cities including Japan, France, Italy and other parts of the city mask has been out of stock, and "one day a price." For example, in Paris, the price of the FFP (European version) mask has risen from nearly 15 euros per box to nearly 200 euros (about 1500 yuan), and the 100 disposable masks rose from 100 euros per box to 100 euros (about 767 yuan) in the past 50.

Xiamen is also implementing the "Yaohao buy mask".

According to the Xiamen daily news, Xiamen has implemented the "mask appointment registration" system since January 29th. Xiamen registered residents or people who pay social security in Xiamen only need to enter the WeChat public number of "I Xiamen". If you click on the mask, you can make an online registration and buy Yaohao.

"Please return the goods to Chongqing" in Dali. 9 pieces of masks wholesale to Chongqing were expropriated by the Dali government. Chongqing had sent a letter requesting the return of materials, but the mask had been issued and could not be recovered.

Recently, there are a number of hospital masks and other supplies in Hubei. The inventory is displayed as "0".

The drama is that when the whole nation is looking for masks, Phoenix has discovered a strange phenomenon, and some businesses that can get the goods are "creeping".

"Even if we can get the goods, we dare not buy it now. The price is too high and the risk is too great for fear of being reported. Zhang Hong said.

According to incomplete statistics, recently, the market supervisory departments including nearly 20 provinces including Beijing, Hubei, Shanghai, Guangdong, Zhejiang, Jiangsu, Jiangxi, Fujian, Shenzhen, Sichuan, Sichuan, and so on have issued a reminder notice for medical supplies and drugs, and strictly prohibit relevant operators from hoarding, driving up prices and promoting the price of medical products such as masks.

According to the provisions of administrative penalties for price violations, the fine is more than 500 thousand yuan or less than 3 million yuan, until it is ordered to suspend business for rectification or to revoke its business license. Typical cases with bad plots will be exposed publicly.

In February 4th, a counterfeit mask was found in Beijing, including 9001 models (no air valves) and 9002V models (with air valves) and more than 20 thousand fake 3M masks.

"Indeed, there are many" national financial difficulties ", and the masks sold in a local store are damaged by a tear. They also sell 3 yuan each, and the back is reported. A pharmacy owner in Shandong said.

However, this has also made many dealers more anxious and worried about being wrongly killed, so they chose to "stay put".

"General manufacturers will not give invoices. They also know that they are expensive and do not dare to take risks. But we have to make an invoice for the drugstore. If the residents report it with the invoice, they will have to pay a lot of money, so they will not sell it. Zhang Hong said.

Another pharmacy owner said, "there are channels to get disposable medical masks, each 5 yuan. Taking delivery is already very high, and logistics is only delivered by SF, which can only be sold at a high price. Can not sell a mask? "

When is it no longer "hard to get"?

A dealer said, "don't worry, wait a minute. The mask is no longer a necessity."