The Whole Industry Chain Layout Of The Listed Company Mask Production Army Continued Expansion.

More and more listed companies have joined in the production of masks. Some enterprises have entered the whole industry chain, involving masks, mask machines, melt blown fabrics, melt blown polypropylene and other industrial chains. Insiders pointed out that from the perspective of supply and demand, masks will remain tight for some time to come.

Overweight production

In addition to external sales, many listed companies produce masks mainly to meet their needs for resumption of production, and some listed companies are in order to donate to serious epidemic areas to help fight the epidemic.

Some companies have stepped up production on the basis of earlier layout of masks. Take three Xin medical as an example, the company announced in February 28th that on the basis of obtaining the temporary certificate of disposable medical masks (non sterile) and surgical surgical masks (non sterile) issued by the Nanchang Municipal Administration of supervision and administration, the registration application of the second disposable medical masks declared by the Jiangxi food and drug administration was accepted.

Part of the company's cross boundary production masks are mainly due to the need for resumption of production. Take the industrial Fu Lian as an example, the company said in February 6th that the production of new medical masks was needed to cope with the epidemic situation. It is estimated that 2 million production capacity of Nissan will be achieved by the end of February, giving priority to the production of epidemic prevention support by nearly 100 million employees of Foxconn technology group. In the future, positive external support will be provided as circumstances will provide strong support for epidemic prevention and control.

In response to the announcement of the February 25th announcement of the Ningbo forest farm, in response to the request of the city to make epidemic prevention and control work well, a new mask production line was proposed for the production of emergency protective respirators and disposable medical masks (non sterile). The company has invested 4 mask production lines this time, and the maximum production capacity is about 500 thousand pieces per day.

Some listed companies produce masks for donation. Take the new brand as an example, the company intends to donate second generation of sterilized tissue towels and 20 sterilizing masks to the Wuhan Red Cross Society and Shenzhen Charity Association. The company announced in the evening of February 26th, the subsidiary company Zero health big to long technology procurement mask manufacture machine 3.

The expansion of mask production force and the demand for mask machines have increased greatly, and the relevant listed companies have increased the production of mask machines. Take golden sun as an example, the company said on the investor interaction platform in February 25th that the market demand for high-speed automatic masks is large, and the controlling Company Kim Sun precision is making full efforts to expand production. Foreign customers have the intention to order high-speed automatic mask machine, golden sun precision will give priority to domestic customers, and will only consider exports after meeting domestic orders.

Break through the bottleneck

The demand is hot, and the listed companies have switched to masks. With the increase of mask production capacity and the shortage of upstream raw materials such as melt blown cloth, it becomes a "bottleneck" for the expansion of mask production. Against this background, many of the listed companies have converted to masks and raw materials such as melt blown fabrics to help solve the downstream problems.

Taking Sinopec as an example, the company said in February 25th that it would build 10 melted spray production lines to ease the shortage of core materials for domestic masks. Melt blown cloth is mainly used in the filter layer in the middle of medical masks. Sinopec will invest about 200 million yuan in Beijing Petrochemical Company and Jiangsu Yizheng chemical fiber company in Yanshan to build a melt blown non-woven fabric (spun spray cloth) and spunbond production line.

In addition to melt blown cloth, the melt melt polypropylene is also in short supply upstream. Faced with this situation, many listed companies accelerate the production of melt blown polypropylene. Take China's new material industry leader Guo en shares as an example, the company has been working in the field of polymer modification for more than 20 years, with strong technology accumulation and mature R & D team. In the face of the shortage of melt blown polypropylene used for masks, the company entered the queue of meltblown polypropylene production.

In February 27th, Guo en shares disclosed the 2019 performance bulletin, saying that the project team was set up for the first time after resuming work, and equipment transformation was carried out on the basis of the original formula. According to different product grades (including N95 type mask) and customer requirements, the two processes of masterbatch addition and blending extrusion were used to rapidly accomplish the large-scale production of masks melt blown polypropylene and the critical melt flow rate. The index is industry-leading. Guo en shares said that the company will prepare for the next round of production plan to start the transformation of some parts of the national base, and the future melt blown polypropylene production capacity is expected to exceed 300 tons / day.

De Bang lighting crossover into the production of melt blown polypropylene. The company said that its subsidiary plastic melt blown polypropylene business is in the start-up stage, and has just started mass production, and its business scale is relatively small, which has little effect on the performance of listed companies. At present, the company only signs a supply contract with a downstream customer.

Supply is tight.

From the current situation, the supply of masks is still tight. Especially with the spread of the new crown pneumonia epidemic abroad, the demand for respirators is increasing.

China and Thailand Securities pointed out that, from the demand side, the overseas epidemic lags behind China, and is in the early stage of outbreak. Among them, masks manufacturers in parts of Italy had no stock, and 100 masks sold for up to 100 euros; 30 people in Daegu and Gyeongbuk who had severe pneumonia in Korea had 30 masks, and in February 21st, Japan announced the gradual resumption of masks imported from the Chinese market. The demand for respirators has increased dramatically.

From the supply side, according to the China Textile Business Association, 4 billion 540 million masks were produced in China in 2018, accounting for 50% of global output. Affected by the epidemic, 30 new provinces have been added to the masks. According to the data released by the national development and Reform Commission, as of February 22nd, the daily output of domestic masks reached 54 million 770 thousand, 3.8 times the daily output at the beginning of the month, and 4.4 times the daily output in 2018. In order to meet domestic market demand and export, domestic masks need to be continuously increased.

Many areas continue to increase the intensity of mask production. Take Fujian Province as an example, the production of Fujian masks has increased to more than 50, and Nissan has increased from less than 300 thousand at the end of January to 10 million. The Fujian provincial development and Reform Commission found out the basic situation of the masks manufacturing enterprises in the province, fully grasps the production capacity, daily output and actual daily output of the enterprises, and takes into account the necessity and possibility of expanding production, changing production and new production capacity, so as to support qualified enterprises to rapidly expand the mask production capacity.