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    Mask Shares Soared! The Price Of American Masks Has Skyrocketing, And The Demand For Korea Has Increased By 76 Times. Italy'S Purchase Is Limited.

    2020/3/3 11:17:00 0

    MaskMaskPriceDemand

    The escalation of the global epidemic and the "hard cover" situation are being repeated in many overseas countries.

    According to the US CBS report, the Houston medical device store in Texas has seen people queuing up to buy masks recently. The price of single N95 masks has risen to $20. Amazon, eBay and other business platform masks were sold out, and more unscrupulous merchants raised the price of masks to $1000.

    According to sources, Trump, who had previously judged that "the danger of the epidemic is relatively small," is also changing the caliber. Officials have revealed that the government has said or considering the use of "wartime laws" to expand the production of masks and protective products. Currently, there are 270 million gaps in medical masks in the United States.

    In addition, the emergency situation of masks is spreading in all countries: the growth of Korean mask demand is as high as 7650%. The government has announced the supervision of export masks; Italy has begun to purchase masks, and Japan has accelerated the expansion of its expansion capacity. The World Health Organization says the demand for protective clothing such as the global mask has increased by more than 100 times.

    American masks are urgent.

    Merchants raise prices, electronic business platform sold

    With the outbreak of the American epidemic, masks have become a scarce resource in the United States.

    In the past few days, people in front of the Holcombe medical equipment store in Houston, Texas, have lined up to open the shop and buy N95 masks, according to KHOU, CBS's affiliated television station.

    Shop owners said the demand for masks began to soar in January. "We contact suppliers and provide us with masks so that we can sell them to customers so that they can feel safe in such an environment."

    Reported that in the Holcombe medical device store, a N95 respirator priced at 20 U.S. dollars (about 140 yuan) to 25 U.S. dollars (about 175 yuan) between. The person in charge said that the increase in price was due to the shortage of masks.

    At the same time, the United States business platform mask also appeared out of stock. According to a company that tracks Amazon's price, the price of N95 masks has soared since January. It is reported that dozens of masks on Amazon are still sold out.

    According to the US business insider website, some unscrupulous sellers even started selling masks on eBay. Under normal circumstances, an ordinary 3M respirator can be bought for a few dollars, but these masks are now being raised to $40-1000 (280.9-7021.4 yuan).

    According to the US Fawkes news report, the US Centers for Disease Control and Prevention said on the 25 th that the existence of the new crown virus may spread in the United States, or cause serious interference to people's daily life. Public response to this warning is also strong. Amazon, eBay and other electricity suppliers are sold out of a variety of masks.

    Trump or consider "wartime law".

    US demands medical protection giant to return to production

    It is worth noting that after the change of confidence in epidemic control, the Trump administration began to feel anxious about the current outbreak of the United States and the urgent situation of masks.

    According to World Wide Web, two US officials said the Trump administration is considering exercising the special powers granted by the Defense Production Act to rapidly expand the scale of domestic production of protective masks and protective clothing to cope with the new crown virus epidemic. The United States Congress passed the law at the beginning of the Korean War in 1950. If exercising the power given by the law, it will mark the escalation of the Trump administration's epidemic situation.

    According to US media reports, the United States is asking 4 overseas enterprises investing in the largest economies in Asia to return to produce medical protective products such as masks to protect the needs of the United States. It is reported that the United States in Asia's largest economy to invest in well-known masks enterprises, including 3M and Honeywell.

    However, according to the above report, the US Department of health officials pointed out that many raw materials for production related products need to be supplied by the Chinese market. Another person familiar with the matter also pointed out that there are few enterprises in the us that manufacture the above materials. If we want to rely on our own capability to complete the production, I am afraid it is a difficult task.

    On Tuesday, US health secretary Alex Aza said there were only 30 million masks in the national strategic reserve, but the demand for masks for medical staff was 300 million. Therefore, it was necessary to ask the Congress to provide funds for procurement.

    However, the control of the epidemic in the United States is worrying. Gavin Newsom, governor of California state, 27, said 33 people in California had tested positive for the new coronavirus and are currently monitoring at least 8400 people. New health officials pointed out that California health officials currently have only 200 test reagents. "We have only a few hundred testing packages, including monitoring, testing and diagnostic tests," he said. This is not enough to solve the problems that need to be solved at present.

    It is interesting that at the outbreak stage, the CDC published articles that do not recommend healthy people to wear respirators to prevent respiratory diseases, including the new coronavirus. The article says that masks should be left to those with new symptoms of pneumonia, so as to prevent the transmission of the disease to others. American netizens do not buy this proposal.

    What is even more worrying is that the US media broke the news that whistle blowers reported that HHS officials had sent more than 10 employees to deal with the first batch of Americans who evacuate overseas Chinese from Wuhan, but they did not receive training on infection control and prevention, nor did they have adequate protective equipment.

    Affected by the shortage of protective materials such as masks, the US stock market is expanding, and the joint health care products have risen by over 202%. Alpha Pro Tech has risen by more than 86%, and the medical industry has increased by over 69%, CO-DIAGNOSTICS has risen by over 36%, and Gilead has increased 0.47%.

    Global "mask mare" spread

    Demand for protective equipment surged a hundredfold

    In fact, the situation of emergency masks is spreading all over the world.

    Due to the spread of the epidemic, there is a shortage of Korean epidemic prevention materials. According to China News Agency International station data show that in the past month, South Korea's mask demand increased significantly, the growth of medical masks was as high as 7650%, while the demand for temperature gauge had increased by 3100%.

    It is reported that in Daegu, South Korea's outbreak center, supermarkets have posted notices, and each person buys a mask every day. According to statistics from the statistics office yesterday, the online sale price of KF94 masks exceeded 4000 won, which was 6-8 times higher than that before the epidemic. The prices of the stores such as pharmacies and supermarkets are maintained at 2000 won level.

    South Korea announced the 26 day supervision of export masks. According to the Yonhap news agency, the food and drug safety administration of South Korea said that the "export restriction order" continued until April 3rd, when the South Korean government controlled the export of masks to less than 10% of the total production.

    On February 21st, Japanese Chief Cabinet Secretary Jian Yiwei responded to the problem of masks at a regular press conference. He said that masks in Japan are now working 24 hours to ensure supply and will gradually resume imports from China. It is estimated that the weekly output of masks will exceed 100 million, and the supply has doubled.

    At the same time, the rapid growth of the epidemic in Italy and Iran both appeared to be tight. Italy Consumer Association said that in the past, each protective mask sold less than 10 euro cents, and some electricity suppliers now sell for 1.8 euros, or up to 1700%. The factory of Iran's national production masks has been fully operational, but the capacity has not yet fully covered the population in the affected areas. In the capital city of Tehran, the price of respirators has increased ten times, but it is still hard to find. The dealer said the dealer had raised the price.

    "At present, the global market has been seriously disrupted." WHO director general Tan Desai talked about the shortage of personal protective equipment such as masks. He pointed out that the demand for personal protective clothing such as masks is 100 times the normal level, and that the price is 20 times that of the normal level, and that the shortage is further aggravated by the widespread and inappropriate use of personal protective equipment.

    China's manufacturing industry gets together and produces masks.

    Global waiting for China to burst capacity

    Because of the global "mask shortage" and over half of the mask production capacity in China, the rest of the world is waiting for the outbreak of China's capacity to solve the problem of masks.

    According to the data previously disclosed by the Ministry of industry and information, before the epidemic, the overall capacity of China's masks was about 20000000 Nissan, the highest capacity in the world, accounting for nearly half of the world's capacity. The current capacity is nearly 4 times that before the outbreak.

    At present, a large number of mask enterprises are running. Many manufacturing giant companies have announced high-profile production masks, and mask production capacity will recover quickly.

    As early as February 6th, the official micro-blog of Sinopec issued an article seeking to cooperate in mask production. "I have meltblown cloth, who has a mask machine". In this connection, Mr. Shen's telephone was quickly explode, and the partners found it in 3 hours. As of noon on February 7th, Sinopec has completed 11 masks production lines with its partners.

    Many enterprises are crossing the border into mask production. In the automotive industry, BYD's Nissan 5 million masks, SAIC GM Wuling joint supplier, built 12 mask production lines, with an estimated daily output of about 2 million. Mercury's home textiles, three gun underwear, China Textile share, red bean, and bird wedding birds built their own mask production lines. Foxconn, OPPO, Sanyou chemical and other processing enterprises also joined in the production of masks.

    At the same time, many listed companies have issued announcements or news confirmation that they will carry out research and development, production and sales of mask machines. For example, win technology, Zhi Yun shares, East China heavy machine, big family laser, science and technology, etc.

    The national development and Reform Commission announced on the 27 th that following the breakthrough of 1 million medical N95 masks in February 24th, China's medical masks could reach 32 million 120 thousand in February 25th and 30 million 280 thousand per day. Including normal masks, medical masks and medical N95 masks, the national masks can reach 72 million 850 thousand Nissan, with a daily output of 76 million 190 thousand, which is 3.4 times and 7.8 times that of February 1st. The utilization rate of masks can reach 105%, which initially relieves the contradiction between the supply and demand of respirators.

    More and more business masks are expanding, and they are ready to export to overseas markets.

    In February 28th, Xinye textile said that the Vietnamese textile materials were in urgent need, and the textile products of the company could be used for mask production. On the interactive platform, the company produces specialized antibacterial masks based on exports, such as North America, Southeast Asia, Japan and other countries.

    At present, many investors are starting to ask questions to listed companies. Among them, there are as many as 159 items on interactive platform, such as mask export.

    China and Thailand securities believe that from the demand side, the overseas epidemic lags behind China, and is at the early stage of the outbreak. From the perspective of global mask purchase and soaring prices, the demand for respirators has increased dramatically. From the supply side, in order to meet the domestic market demand and increase foreign exports, we need to continuously increase the mask production capacity.

    Guo Lian Securities believes that despite the cross-border production of many enterprises, the shortage of raw materials for melt blown nonwovens will not be solved in the short term. With the advent of the resumption of work and the continuous fermentation of overseas epidemic, the shortage of short-term global masks will continue. In the medium term, after the outbreak, the state, hospitals, local governments, enterprises and families have greater motivation to maintain the strategic reserves of special quantitative masks and other preventive materials.

    Global escalation of epidemic situation

    Some countries recommend the stockpiling of drugs and food.

    The spread of global epidemics is worrisome, and countries are speeding up measures to prevent and control the epidemic.

    According to Korean media reports, as of 28 local time at 9 a.m., South Korea compared with the previous day at 4 p.m., 256 cases of new crown pneumonia confirmed cases, the cumulative number of confirmed cases of 2022 cases. As a result of the intensification of the new crown pneumonia in Korea, many countries have adopted the entry management measures to South Korea.

    In addition to South Korea, the epidemic in Italy has increased rapidly. On the evening of 27, local time, Borrelli, head of the Civil Defense Department of Italy, said in a regular epidemic notification that as of 18 o'clock that day, 650 cases of new coronavirus pneumonia were diagnosed in the country, and 250 cases increased in 24 hours.

    At 5:30 pm on February 28th, the Prime Minister of New Zealand confirmed that the first confirmed case of new crown pneumonia was confirmed in New Zealand, which is a permanent resident of New Zealand and has recently been to Iran. New Zealand's Ministry of Health says the New Zealand travel ban will be extended to Iran. Besides, Chinese students will not be exempt from travel ban.

    Since Iran announced the first confirmed case of a new crown virus, the epidemic in Iran is deteriorating, including three vice presidents of Iran, the chairman of the national security and foreign policy committee of the parliament, and the Vice Minister of health. At present, the number of confirmed cases and deaths in Iran has risen rapidly, and 270 cases have been diagnosed, 26 of them have died.

    As a result of the outbreak, many countries began to suggest residents to reserve drugs and video resources during the isolation period.

    According to German media, 7 new cases of crown virus pneumonia were added in 3 states in western Germany, including Babu, North and Laifa in February 26th. The federal civil protection and disaster relief Bureau under the German Federal Ministry of the interior proposed that every adult should store food for 10 days, and the agency has also set up a "food list".

    At the same time, the German Rescue Bureau also asked every family to prepare emergency drugs, masks, disinfectants, first-aid boxes, candles, camping stoves, flashlights, spare batteries, identity documents and so on. Almost every family in Germany has a basement. At present, the basement is also an epidemic prevention room for the Germans to store all kinds of epidemic prevention materials.

    On February 27th, the director general of the World Health Organization, Geneva, said that outside China is the biggest concern. The global epidemic is at a critical moment and it is recommended that all countries take prompt action. But the new crown pneumonia virus is not influenza. China's epidemic prevention experience shows that if we take the right measures, we can control the epidemic.

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