The Mask Machine Is Listed As An Epidemic Prevention Material, And 20 Days Later, 1700 Units Are Sold By Ying He Technology.

The new crown pneumonia epidemic has increased the demand for respirators, and mask manufacturers and downstream production equipment have become the focus during the Spring Festival. The national mask factory has led the rise of the "nationwide mask machine". Previously, the Shenzhen win win Polytron Technologies Inc (hereinafter referred to as "win win technology") revealed that the company's main production is lithium ion battery manufacturing equipment, and the production of full-automatic medical flat mask is only started after the outbreak. As of February 20th, the number of orders received by the company was 1700. The order will be delivered according to the order. The price of the respirator is around 500 thousand / N95, and the mask of the N95 is about 1 million 200 thousand.


In March 2nd, a notification book issued by win win technology on the issue of mask machine delivery showed that because the mask machine was classified as an epidemic prevention and control material, according to the relevant government regulations, the company must give priority to the delivery of the designated manufacturer, and other customers except the government designated customers, the other customers are scheduled to notify the delivery order in March 10th according to the time sequence of order signing and payment.


Win win technology said that at present, all employees of the company are working hard for 24 hours to make urgent production. In order to protect the company's normal production order and the safety of its customers, the company no longer receives customer visits from February 25th. When the equipment is delivered, the company will also arrange after-sale personnel to go to the scene for guidance.


Win win technology is also deeply sorry for the delay in the delivery of the equipment due to the above reasons. The company said that if the customer cancels the order, the company will refund the corresponding amount. If there is an urgent need, the government of the customer's location should contact the government departments in the area of win he technology.


This media quoted the industry's analysis that automatic production is an efficient guarantee, and win win technology has professional automation equipment manufacturing and powerful new process design and development capabilities. The automatic rate, whole line level and production efficiency of the mask machine industry are in the lead. The production efficiency of the planar medical mask equipment can reach 100-120 per minute, and plans to further promote the N95 mask. R & D production.


But Liu Zhenyu, a researcher at Minsheng securities, has said that a total of 30-35 full automatic respirator equipment is required, and that there are about 144 thousand masks per day for 24 hours without stoppage. After being put into production, it will be sold at a selling price of 1 yuan, assuming that the gross profit margin is 20%, the gross profit of a day is 30 thousand yuan, and the investment recovery period is very short.


Liu Zhenyu judged that, at the moment, the equipment manufacturers mainly focused on the production of full automatic mask machine, but limited by the production capacity and production cycle, the situation that the price increase was not available, the total booking and the delivery time doubled, or could not be reversed in the short term. Many listed companies choose to enter the upstream of mask production chain, and develop and produce mask equipment. Because most of the listed companies are still in the process of research and production of mask equipment, it is difficult to make a clear judgement on the subsequent output and contribution to the performance.


Public information shows that win win technology was founded in 2006, the company is committed to new energy intelligent equipment development, production and sales. After more than ten years of rapid development, win win technology has become a leading enterprise in China's power battery intelligent automation equipment industry.


In November 12, 2019, Wang Weidong and Xu Xiaoju of Shanghai electric and win win Technology Co., Ltd. signed the "share transfer agreement". The Wang Weidong and Xu Xiaoju husband and wife held a total of 36 million 590 thousand shares of the company's shares transferred to Shanghai electric company. At the same time, Ying He Technology issued a non-public offering stock, and issued 67 million 680 thousand shares to Shanghai electric company, which did not exceed 18% of the total share capital issued before. At the same time, the board of directors of the win win technology company was reorganized, so Shanghai electric became the controlling shareholder of the company, and the Shanghai SASAC became the actual controller of the company.


According to the financial report, from 2011 to 2018, the profit of the winning technology company increased from 150 million yuan to 2 billion 90 million yuan, the annual compound growth rate reached 45%, the net profit increased from 30 million yuan to 330 million yuan, and the annual compound growth rate reached 39%. In 2019, the company took the initiative to implement business adjustment and reduce the proportion of non core businesses, thereby better focusing on core business and enhancing company profitability. In January 2020, the company released the 2019 annual performance notice, which is expected to achieve net profit of 2.0-2.6 billion yuan in the whole year, down 20%-38% compared with the same period last year.