The Dilemma Of "Hard To Get" Is Starting To Take Action.

A few days ago, you asked what the most popular thing was, and it was estimated that it was a mask, and now there is a saying that it is hard to find a mask. During the epidemic, there was no masks, and no one dared to go. The respirator became a rarity in a flash. The drugstore almost sold out, and the mask bought on the Internet had not arrived.

In order to support the fight against the epidemic, a number of garment enterprises with production conditions have been transformed into production lines, masks and protective clothing. Affected by this, recently, a number of "cross-border medicine" clothing enterprises share prices are rising. Protective clothing enterprises have gradually resumed work to increase production capacity, but the protective clothing of front-line medical personnel is still in short supply.

Cao Guangjing, vice governor of Hubei, pointed out that in February 7th, the minimum demand for protective clothing in Hubei was 59 thousand and 400 sets, with a total supply of 48 thousand and 500 sets, and a gap of 11 thousand. In order to alleviate the shortage of protective clothing, all kinds of clothing and textile enterprises are turning to protective clothing production, including red beans, three guns, Ordos, Li Lang, mercury home textiles, and many other policies have been put forward.

For clothing and textile enterprises, conversion has limited effect on improving overall performance. But in the long run, with the increase of public safety consciousness, the demand for masks and other materials is increasing. Investors should also be cautious. The rise in the share price of protective clothing and respirators is actually a herding effect, which does not exclude some enterprises from wasting heat.

On the other hand, affected by the epidemic, most garment enterprises are facing severe business pressure when they close their stores and suspend business. It is reported that spring is the peak season for brand clothing sales, and sales usually reach -2 at the end of January at the end of January. During the epidemic period, the offline sales can not be normal, which will cause the enterprises to bear heavy losses.

At present, the flow of personnel is relatively stagnant. The inventory of garment enterprises will undoubtedly become a tremendous pressure, which will test whether the enterprises can establish an effective quick response mechanism. Many front-line brands have built up a fast reverse system, which will not store a lot of materials, and the inventory loss of flexible enterprises will be smaller, but losses are inevitable.

In February 6th, men's clothing enterprise red bean shares issued a notice, once again said that the company will be in the "Jiangsu emergency medical supplies protective clothing, mask emergency production and use of approval documents" after the production of disposable protective clothing for medical purposes. The products will be subject to the unified allocation of the government and not to be sold externally.

In February 10th, 002154.SZ announced a daily limit of 3.12 yuan, an increase of 9.86%, which has been trading 1 times in recent years. According to the evening announcement in February 9th, the news bird has transformed the production line into the production of the isolation garment, and actively applied for the record of medical device production.