Nissan'S 200 Million Mask Industry Chain, "New Crown Pneumonia Virus Has Been Challenging Conventional Containment Strategies".

China, which has been badly hit by the epidemic, is being restarted.

Now, the hottest industry chain is "mask manufacture".

In the past years, this industry, which was almost "going to capacity" and "going to stock", unexpectedly became a "hard currency" maker and began to convoy life.

At present, there are 4.7 enterprises in China, 8950 of which are founded after the outbreak.

Industry practitioners estimate that in the last two months, millions of people poured into the mask industry, while the daily mask production in China has been "conservatively estimated to have reached 200 million".

It has been said that the production of masks has created the myth of getting rich in the tens of millions of months.

012 month outbreak

At present, how many enterprises in China can produce masks?

According to data from the sky, as of March 18th, there were 4.7 business operations in China, including masks and companies in normal operation.

8950 of them were added after the outbreak began in January 25th.

At present, the new masks are mainly concentrated in three areas: Jiangsu, Zhejiang and Guangdong.

Millions of people poured into the country and 200 million Nissan masks. What should we do after the outbreak?

The mask wars started in February.

Recently, many media have exposed that the mask industry can "go to millions of dollars", which is the extreme wealth of 2020.

Is this really the case?

In fact, the current army of masks is mainly divided into two groups.

A group of people came into play in February, mainly with masks.

"Most of them are people with mask production experience and resources, because the people outside do not know when the epidemic will end, and if the factory is just built, the epidemic will end." Ding Jia, an industry practitioner, said.

Among them, some people have increased their own mask factory.

"I know a mask owner who has increased his production line from 2 to 10." Ding Jia estimated that 90% of the mask factories in the country have temporarily increased their production capacity.

There are also people in the industry related to masks to join the production force, such as pharmaceutical companies, health and personal care enterprises.

"In February, we built tens of millions of equipment and raw materials and built 7 masks production lines." Liu Shuilong, chairman of Hunan Bao Ling Biological Pharmaceutical Co., Ltd.

The other leaders are strong leading enterprises.

For example, BYD and GREE started putting on masks in February.

Some enterprises accidentally hit the draught and earned money.

"When the tide of resuming work in late February appeared, everyone grabbed goods on the market." Ding Jia said, at that time, he had 100 thousand masks in stock, and 3 bosses came to grab them. The last boss took 350 thousand cash to take the goods away.

He calculated at that time: he can produce 500 thousand masks a day, the cost is about 1 yuan, sells for 3 yuan, one day's net profit is 1 million.

"One month is 30 million, and monthly income is really true." Ding Jia said.

And the owner of the mask factory, who was familiar with Ding Jia, was also smiling at that time. "Almost everyone has tens of millions of profits a month".

023 months' melee

By March, things began to get complicated.

"At the end of February, the international epidemic began to appear, and we saw the possibility of export, so many speculators entered." Ding Jia said.

In the market, more people hope to have a share.

Liu Shuilong also found that many friends who had never had a mask came to him and asked him, "how do I make a mask? What is the input output ratio?"

According to the data from heaven eye, from March 1st to date, there are 5695 new businesses in China, including masks and enterprises in normal operation.

That is to say, more than 60% of the new masks were set up in March.

Ding Jia predicted that at least millions of people were crowding into the masked army. "There are many people who make electronic cigarettes, usury, and many local bosses, most of them like fast earning groups."

This group of people has a keen eye and bet on an industry.

Their participation has made the industry extremely noisy.

On the QQ, hundreds of resource docking groups have been built up. People who sell masks, mask masks, and masks, core materials, melt melted cloth are gathered.

Ding Jia said that his business personnel joined hundreds of WeChat groups, "but most of the middle class are masters and intermediaries".

Millions of people poured into the country and 200 million Nissan masks. What should we do after the outbreak?

In the craze of millions of people entering and hyping, the price of machinery and equipment and raw materials in the mask industry chain began to soar.

The original masked machine with a price of 20 cases was fired to 500 thousand, 800 thousand, and finally turned into 1 million 600 thousand.

Millions of people poured into the country and 200 million Nissan masks. What should we do after the outbreak?

In some QQ group, a spot mask machine was called to 1 million 600 thousand.

"150 of our house is in stock, and several bosses are coming to fight for money." Sun Zhengyun, the head of a mask machine factory, said he had never seen such a crazy scene.

Because the mask machine is hard to find, many machine factories are temporarily transforming to produce masks.

As a result, a mask of direct sale mask appeared on the Internet.

"There are 2000, 10 thousand, or even 50 thousand." Sun Zhengyun said that many of the owners of the mask factory owners who did not have enough time to buy the drawings directly went back to their own assembly.

Many industry insiders said that at the end of February, a fake paper was produced in Guangzhou, and many factories were referring to their production. As a result, nearly 3000 defective machines appeared on the market.

"These machines take half an hour to debug for 15 to 20 minutes, and the bosses are stamping their feet." Sun Zhengyun said.

Now, the industry says that the mask machines in Guangzhou and Dongguan are discoloration.

The core material of the respirator is melt blown cloth, and the price is from the original 2 tons to 55 tons.

In order to ensure the production of masks, many governments will transfer the goods and control the price of raw materials.

But these cheap raw materials, many of which are taken out by intermediaries, sell at a price increase.

"I bought 1 tons of cloth, let me first transfer a public account to a central enterprise 280 thousand, then transfer 120 thousand to 4 private accounts." A mask factory owner told a financial disclosure.

He knew that the price of the central enterprise was normal, but there were 4 intermediaries or the other parties involved.

So 280 thousand of cloth became 400 thousand.

In this industry chain, all kinds of profiteers are gathered.

There are even people who say, "pull in a resource group of 10 yuan a, advertising 1 yuan a group."

Because there are so many speculators, the quality of masks on the market is quite different.

Liu Shuilong believes that pharmaceutical enterprises, health and other related enterprises transformation mask line has inherent advantages.

"We usually use the dust-free workshop, and the safety of production and the quality of employees are relatively guaranteed." He said.

But some of the industries that cross the line entirely, "many of the production masks are rough. I see some factory workers don't wear their work clothes when they are producing".

Because the epidemic is at a special stage, government departments sometimes have no time to take care of their capacity.

"After April, the tightening of industry regulatory policies is probably the general trend." Zhang Yi, chief consultant of CEO, believes that the market regulation is relatively loose in the early stage of the epidemic, but as the epidemic slows down and the market is relatively saturated, regulation will go back to control.

03 overcapacity?

There are 3 companies and millions of masks. What's the productivity of China's masks?

The national development and Reform Commission has said that as of February 29th, the daily production of Chinese masks, including general masks, disposable medical masks and medical N95 masks, was 116 million.

But the actual output may be even higher.

"For fear of being requisitioned by the government, some manufacturers of 200 thousand masks will produce 100 thousand of their daily production capacity," he said. Ding Jia said.

Coupled with the establishment of so many Mask Companies in March, Ding said that the daily production capacity of masks in China has been "conservatively estimated to have reached 200 million".

This figure has been recognized by many people in the industry.

Next, we are most concerned about whether China's mask production capacity will be surplus.

At present, most people in the industry agree that the demand for masks will continue to peak in April.

"In March, the demand for mask industry is at its peak. From the end of March to April, with school resumption and full resumption of work, masks will be even more scarce." Zhang Yi thinks.

Lei Limin, President of the safety and health protection products committee of China Textile Business Association, believes that despite the fact that many companies have recently switched over to mask masks, the price of masks is temporarily hard to come down because of the capacity of meltblown cloth.

"It is estimated that the price of masks will remain at a higher price in 3 and April." Rayleigh said.

At the same time, domestic supply and demand basically reached a balance.

At present, people can buy masks at some electronic business platforms and drugstores. The price of disposable medical masks ranges from 2.5 yuan to 4 yuan.

Lei Limin believes that after April, if the epidemic is fundamentally controlled, the demand for masks will be reduced.

"Because of the sharp drop in demand, the mask production will drop to less than 100 million per day." Lei Limin said, at the same time, the price of masks will also be lowered, "by May, the price of disposable medical masks may be reduced to 2 yuan, or even lower."

Is the international epidemic serious? Is export a good way for masks to transform their enterprises?

"China as the world's factory, ready to explode capacity." Many practitioners believe that masks may bring some economic benefits to China.

Zhang Yi believes that beginning in April, China's mask enterprises should focus their eyes on foreign countries.

But the export market is still not clear.

"We should not blindly use the domestic market to compare the international market." Rayleigh said that wearing masks will be the first in the general public to prevent and control epidemic situation.

But many European and American countries do not advocate healthy people to wear masks. "Foreign mask demand is mainly concentrated in the medical system, not covered by the whole people."

"Generally speaking, mask demand in foreign markets is much smaller than in China." Rayleigh said the foreign market is not a huge, distorted market.

Moreover, there are many thresholds for the export of masks, such as entering the European Union, requiring CE certification, entering the United States, requiring FDA certification and so on.

"Authentication takes time and cost. In the case of high demand in the domestic market, the willingness of enterprises to shift their focus to export is not strong, especially in masks companies which specialize in the domestic market. Rayleigh said.

Domestic masks market has 1 and a half months of dividends, and the international market outlook is uncertain. What will be the trend of the mask Market in the future?

Ding Jia believes that many speculators who entered in March may lose everything.

"February is indeed a huge profit, but since March, labor, materials and equipment have risen more than ten times, and the price of respirators has increased by more than three times." Ding Jia said profits have been cut very thin.

"A lot of small and medium enterprises that are speculating will invest in the market after falling down." Zhang Yi also believes that the latter may be a chicken feather.

But the epidemic is the biggest black swan event in 2020, and things are still somewhat uncertain.

In March 17th, the State Council issued the notice on issuing guidelines for public scientific wearing masks in response to the joint prevention and control mechanism of new coronavirus pneumonia, and introduced in detail how the public scientifically wore masks.

In the guidelines, the emphasis is on how to wear disposable medical masks, but not for ordinary civilian masks.

"Many of the speculators are civilian masks and have no aptitude for producing medical masks." Ding Jia believes that next, the market share of civilian masks will drop, and medical masks will become more and more popular.

On the other hand, more and more countries will gradually realize the importance of masks.

Wu Zunyou, a leading expert in epidemiology at the China Center for Disease Control and prevention, said that in Europe and America, the European and American countries did not wear masks as a protective measure, which is wrong in strategy.

"The new crown pneumonia virus begins to detoxify at the end of latent period, so healthy people and patients should wear masks." Wu Zunyou said.

And abroad, the debate about whether or not to wear masks is starting to grow.

Some experts call for global health policy makers to reconsider the role of respirators. "The new crown pneumonia virus is challenging conventional containment strategies".

This conclusion will greatly affect the global mask demand and export market.