Global Masks Worry About Warming, China'S Capacity Is High Hopes.

With the spread of the new crown pneumonia epidemic across the globe, concerns about the shortage of masks are increasing. WHO has openly called for the expansion of mask production capacity.

According to the WHO data, as of 3 noon in Central Europe at 10 a.m. (Beijing time 17), 72 countries outside China confirmed 10566 cases of new crown pneumonia, and 166 cases died. Compared with the previous day, there were 1792 new cases of new crown pneumonia outside China, and 8 new countries.

As the number of confirmed patients increases, the problem of masks is becoming more and more serious. Previously, the director general of the World Health Organization, Tak Desai, has said that the global market has been seriously disturbed. The demand for personal protective clothing such as respirators is 100 times the normal level, and the price is 20 times that of the normal level. Due to widespread and inappropriate use of personal protective equipment, this shortage is further aggravated.

At the March 3rd epidemic media briefing, Tan Desai further indicated that the new crown pneumonia epidemic is expanding and there is a shortage of medical masks. Who has appealed to operators and governments to increase the yield of medical masks by 40%. It is also predicted that the demand for medical masks will increase dramatically, and the world's monthly demand will reach 89 million in the future.

According to Alibaba's 2 day statistics, in the past 30 days, masks, disinfectant hand sanitizers, thermometers and other products related to the epidemic, the purchase intention of the global buyers increased significantly, among which the demand for medical masks buyers increased by 13769%.

Why worry is only productivity. From this perspective, resolving the global "mask shortage" is inseparable from China's manufacturing. China is a large country of mask production, accounting for about 50% of the world's annual output. Before the outbreak, China's largest respirator could produce about 20000000 daily products. With the spread of the epidemic, the demand for mask increased explosively, and the contradiction between short-term supply and demand increased.

For this reason, Chinese officials and enterprises from all walks of life are working together to give priority to the masks enterprises' demand for labor, capital, logistics and key raw materials supply, so as to fully promote the production of mask enterprises and improve the supply of respirators.

According to China's national development and Reform Commission (NDRC) in March 2nd, according to the dispatch, according to the regulation, in February 29th, including the general masks, medical masks and medical N95 masks, the national masks can reach 110 million Nissan, with a daily output of 116 million, which is 5.2 times and 12 times of that in February 1st, which further relieves the contradiction between the supply and demand of respirators. Among them, the daily output of medical N95 respirators reached 1 million 960 thousand and 1 million 660 thousand respectively, effectively solving the protection needs of front-line medical staff.

Despite the marked increase in China's mask production, many analysts pointed out that the gap is still large. Zhang Yu, chief macroeconomic analyst at Huachang securities, said that the total number of employed people in the two or three industry in China amounted to 530 million people. If a comprehensive resumption of work was done, 530 million people would be required to supply 530 million masks per day. Under extreme circumstances, only "two production + medical workers + transportation industry resumed" would need 238 million per day.

Liu Zhenyu, an analyst at Minsheng securities, further pointed out that the current global epidemic situation is grim and impacting the world economy. The WHO recently raised the global risk level of the new crown pneumonia epidemic from "high" to "very high". With the development of overseas epidemic situation, the demand for overseas masks will increase rapidly. After basically meeting China's domestic demand, China's mask will be exported to overseas to support the global war. Under the background of large domestic demand and supply gap and the outbreak of overseas demand, China's mask production capacity is expected to continue to climb.

In this regard, Chuan Cai securities analyst Bai Jun Tian also held similar views. Bai Jun said that under the epidemic situation, masks have become essential items for medical workers and ordinary people to work and travel. In view of the fact that domestic epidemics still exist, overseas outbreaks have become more serious in countries such as Korea, Italy and Japan, especially considering that the number of confirmed cases abroad has been higher than that in China for many consecutive days. The productivity of China's mask industry needs to be further explored, but the key is to solve the shortage of materials such as meltblown fabric.