Melted Cloth Prices Rebounded To 500 Thousand / Ton, Who Was In The Second Round Of Speculation?

Melt spray cloth rose from 20 thousand to 650 thousand before it dropped from 650 thousand to 150 thousand, and now it is rebounding from 150 thousand to 500 thousand.

1, the price of melted cloth began to rebound.

On the evening of April 7th, in a WeChat group of more than 120 people's mask industry, someone sent a message saying that the price of disposable masks was 1.2 yuan due to the rising price of melted cloth and non-woven fabrics.

On the evening of April 7th, a mask maker offered the price of disposable masks in the group.

Then found a person claiming to have the source of melt blown cloth, the other side said that the melted spray cloth 95 spot, 410 thousand yuan per ton, melt spray cloth 99 need to submit the mask factory qualification 2-3 days after delivery, 430 thousand tons. The other side said he was not a manufacturer, but his friend could get the source.

A general manager of Guangxi medical equipment company told Xiaobian that he ordered from Korea in half a month ago. The melt spraying cloth 99 was 330 thousand yuan per ton, and the melt spraying cloth 95 was 320 thousand yuan per ton. According to his understanding of the purchase from Jiangsu and Zhejiang, the current 400 thousand -50 million yuan per ton.

Zhou Peng, chairman of Shen speed Medical Equipment Co., Ltd., located in Chengdu high tech Zone, said that the forward price of the melted spray cloth at 260 thousand yuan per ton was 99. When the inquiry was made recently, the quotation suddenly rose, and some even reported to 500 thousand yuan per ton.

"It is reasonable to say that the domestic epidemic situation has stabilized. The peak price of melt blown cloth has passed. How can it suddenly rise again?" Zhou Peng was puzzled.

Zhou Peng, who runs financial technology, runs a mask factory. Since the end of February, they have been looking for melt blown fabrics all over the world, where they have goods, where there is no fixed purchase channel, but the price is basically 260 thousand yuan per ton, and the purchase quantity is less than 350 thousand yuan per ton.

In April 8th, in search of coordination, Zhou Peng purchased a total of 300 kilograms of molten melted cloth from Jiangsu at a price of 430 thousand yuan per ton. You know, they used to buy in tons.

"It took ten days from 260 thousand to 430 thousand." Because ten days ago just entered the goods, the melted cloth prices soaring, let Zhou Peng some unexpected, he even regretted the ten days ago of the price trend of miscarriage of justice.

2, from the consumer terminal, the price of masks is also rising. 。

According to the "Shenzhen China epidemic prevention material price index", the total price index of epidemic prevention materials rose to the highest point in late February, and continued downward.

For ordinary people, what does these curves mean?

"This means that people can basically buy disposable medical masks at ordinary drugstores." Wang Baiping, a data analyst at CLP Marketing Data Services Ltd in Beijing, said.

During the epidemic, many masks were opened online, and many places also started the Yaohao mode. Many lucky people bought the cheap masks through the appointment and solved the urgent need.

In the early days of the epidemic, because of the surge in demand and insufficient capacity, the "hard cover" was the state at that time. Now, more and more people feel that masks are getting better.

The news of masks' freedom everywhere also appeared in the newspapers: "Zhengzhou has purchased the mask freely, and the official has closed the mask appointment platform". "Buying masks does not need to make an appointment again, and the citizens of Wenzhou welcome the mask".

On the social networking platform, many netizens have said that the mask is now ready to buy, so they have opened up the mode of hoarding.

"When the epidemic is tense, masks can not be bought everywhere, and there is a bit of masks anxiety syndrome. Now the mask has been well bought, and the masks are retaliatory for at least a year.

After the spread of epidemics abroad, the price curve of N95 and disposable medical masks is very obvious. Wang Boping said that there will be a certain upward trend for some time in the future, as the sample shows that the supplier's order is scheduled for June, and the price of melted cloth is also rising.

The index shows that in the next 3 days, the price index of N95 masks will rise by 5-10 points.

3, under strict supervision, vigilance against idle capital speculation.

A price change on the domestic melt cloth is between mid late 2 and early 3. That coincided with the onset of domestic epidemic.

According to the illegal cases released by the State Administration of market supervision, the price of melt blown cloth had been raised to 450 thousand yuan per ton from 20 thousand yuan per ton before the outbreak. "Out of a wave of Unicorn K-line quotes." A financial industry laughed.

Subsequently, on the one hand, the state vigorously increased the production capacity of the melt spraying cloth, and the central enterprises such as Sinopec and national machine group joined the production team, and on the other hand, they strictly checked the illegal behavior of the melt blown cloth.

In March 5th, the State Administration of market supervision launched a special investigation on melted cloth production enterprises in 8 provinces, including Jiangsu, Zhejiang, Henan, Shandong and Guangdong.

According to Xinhua news agency, as of the end of March, the daily supply of the central enterprises reached 42.5 tons, and it had produced over 1000 tons of melted cloth, which could produce 1 billion respirators. The newly built production lines will also be produced in succession.

According to the Beijing News reported in March 27th, the price of melt blown fabric has dropped to 150 thousand yuan per ton, but it is always in a state where demand exceeds supply.

The price rises seem to be different.

"Typical futures game." Zhou Peng, who was a financial source, had his own observation in the process of finding melted spray cloth. The first price surge was the outbreak of the epidemic, and the sudden changes in market supply and demand brought about by people who were engaged in mask industry.

In April 8th, a sales manager of a fiber Mstar Technology Ltd in Shenzhen said, "now the price of non-woven fabrics is 45 thousand / ton, and the melted spray cloth is 500 thousand / ton, before the price has really dropped down with the resumption of work, but now the situation is different, the price rebounded, the order has been discharged to the beginning of May".

4, sudden price increases, which is the general situation in the industry, or is it just a region?

In this regard, from 11 provinces such as Shandong, Tianjin, Hebei, Henan, Jilin, Sichuan, Jiangxi, Guangdong, Jiangsu, Zhejiang, and Zhejiang, the price situation is understood from 21 manufacturers of melt blown fabrics.

Statistics show that the highest price is 500 thousand / ton, the lowest price is 430 thousand / ton, the average price is 470 thousand / ton.

Some manufacturers said that their goods were imported from Belarus. They are Sinopec's 99 class 25 grams of material. The delivery need to pay 10 thousand deposit, 10 tons start, deposit 100 thousand, delivery at the end of the month.

Of the 21 suppliers, 17 were required to pay the deposit, and only 4 said they were available at any time.

5, hoarding is the main reason for the rise.

The price of melted cloth is rising. Is the polypropylene, the main raw material for making melted cloth, also rising?

In response, a polymer material Limited by Share Ltd in Shandong said that the price of polypropylene is now 21 thousand / ton, but the order is full, and it will not be accepted for the time being.

Similarly, a polypropylene producing enterprise in Nantong, Jiangsu revealed that the raw materials of melt blown fabric are still maintained at 20 thousand up and down, and prices fluctuate every day. In mid February, the price is probably about this price. Nothing has changed. The price increase is mainly fired up. Many people who are not in this industry are stockpiling goods and participating in market transactions.

Guangdong Tang Miao Equipment Co., Ltd. sales staff pointed out that the price of ordinary particles of melt blown cloth remained unchanged, and the raw material of N95 was 6000 yuan more expensive than before.

It can be seen that after the resumption of work, the price of melted cloth has indeed dropped, but the market environment is quite different.

In April 5th, according to CCTV, law enforcement officials investigated Rao to buy 180 thousand people, only to earn a difference as middlemen, and the final price was raised to 45 tons, and the price increased by 20 times.

6, the surge in export orders is another big incentive.

Now the market is still in short supply, and the excessive construction of mask factories is also a direct factor in the price rise of raw materials.

According to data from enterprises, the number of masks manufacturing enterprises in China is over 5000. Since the outbreak of the outbreak, many enterprises have changed their mouthpieces to make it difficult to buy materials.

Tang Kexin, deputy director of the legal supervision department of the price supervision and Competition Bureau of the State Administration of market supervision, said in an interview with CCTV, "the criminals have been driving up prices, causing the market price signals to be chaotic, which has caused great panic to downstream manufacturers, and manufacturers have to buy melted spray cloth.

In addition, the spread of the international epidemic also gave the middlemen a reason to increase their prices.

Beijing, a well-known supply chain manager of medical devices, said that the current international epidemic has caused tight supply and demand, and exports have become an important part of the business. This is also the main reason for the rising price of melt blown fabrics, and the demand from foreign markets is in short supply.

In April 5th, the State Customs General Administration announced that the US FDA issued a document on its official website, which said that China had not been authorized by NIOSH to obtain EUA authorization.

This marks the official recognition of the KN95 masks manufactured in accordance with Chinese standards. At present, the European Union, the United States and many other regions have already accepted the import of Chinese materials and temporarily exempt customs duties. At present, the profits of the domestic market are smaller, but the international market still has a big gap. (source: Cypress blue equipment, China Fortune net)