Is The Price Of Melt Blown Fabric Soaring? Is It A New Round Of Masks Demand Or Is The Lawbreaker In The "Chaos"?

The supply of masks has attracted much attention since the outbreak of the new crown pneumonia outbreak. As the key material of mask filtration, melt blown fabric can be called the "heart" of medical surgical masks and N95 masks. As the demand for masks is constantly increasing, the supply of melt blown fabrics is quite tense and the price has even increased by more than ten times at the time of domestic epidemic situation.

However, with the "hand out" of the state, on the one hand, the production capacity of the melt blown fabric is greatly enhanced, and the central enterprises such as Sinopec and national machine group join in the production team. On the other hand, the price violations of melt blown cloth are strictly investigated. The price of melted cloth increased from 20 thousand to 650 thousand and dropped to 150 thousand.

And now rebounded from 150 thousand to 500 thousand! According to business news, the price of propylene market continued to soar in Shandong area in April 12th. The price rise on a single day was more than 1000 yuan per ton, or 35.02%, and some enterprises jumped 5000 yuan / ton, or nearly 100%. On the other hand, the impact of public health events, the price of melt blown fabric has skyrocketed, and its raw materials are also favorable. The modified special material in PP is the material of melt blown cloth, and the price is obviously upward. The upstream production is good, the downstream purchasing enthusiasm is good and raw materials are scarce. It is expected that propylene prices will continue to rise substantially in recent days.

Overseas epidemic spreads or a new round of mask demand erupts

According to the latest real-time statistical data from the World Health Organization, there are 1699595 confirmed cases of new crown pneumonia worldwide, 106138 deaths, and 1 million 610 thousand cases outside China. With the global outbreak of the new crown virus, people from all countries began to join the team. In the current economic downturn, masks become the only "meat and cake" outside the necessities of life. Many countries, including Japan and the United States, have chosen to import masks from China. As of the end of March, a total of more than 100 countries and international organizations have put forward related materials demand to China, involving masks and other medical protective materials.

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. The gap of mask in international market is huge, which makes many enterprises join in the upsurge of production masks.

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.

Analysis of the industry, the market is still in short supply, the construction of mask factories too much, which may be a direct factor in the price of raw materials.

Hoarding "roasted seeds" and "profiteers" resale and drive up prices

In the face of the huge demand of the market, manufacturers are going on the market, raising the selling price greatly and earning the biggest profit in the whole mask chain. And a large number of information on the purchase of melted cloth sprout, also caused a wave of commercial smell sensitive "Grandpa" attention, causing all materials more and more expensive!

According to the relevant person in charge of the State Administration of market supervision, the lawless elements have caused the market price signals to be disturbed by the high prices, which has caused great panic to downstream manufacturers.

With the spread of the international epidemic, middlemen also have reasons for increasing prices. According to the analysis of the industry, the price increase of the melted cloth may be another "trick" trick. "The last round of price inflation is caused by the imbalance between supply and demand in the market. People who are looking for goods are people who work in the mask industry. And this round of price increases seems to be getting more and more people who are not in the masks industry, just like the "Crazy" frontal guns.

In addition, due to the rapid spread of overseas epidemic, the export orders of the large masks enterprises have increased sharply. Some enterprises' orders have been discharged into June, and the market demand which is in short supply has once again provided the opportunity for the melted cloth market to "play".

The state announced 200 enterprises selling melt blown fabrics

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. At present, many domestic masks have been purchased freely.

The joint defense joint control mechanism of the State Council recently introduced the production and support of medical materials at a news conference this afternoon. As of April 5th, the medical N95 mask has more than 3 million 400 thousand capacity per day. From the perspective of supply and demand, the production capacity of medical masks and other medical materials has basically met the domestic demand, and enterprises are also trying to organize the expansion of exports.

The data in the table below are from the public registration information of the State Commerce and Industry Department. (data supply: enterprise check)