The Impact Of The Epidemic Tends To The Two Poles. What Is The Overall Situation Of China'S Industrial Textiles Enterprises In The First Quarter?

The first quarter of the busy season, China's industrial textiles industry subordinates Medical and health, safety protection, filtration and separation, nonwoven coil, equipment and accessories Enterprises in the field maintained a high confidence index. In particular, medical and Hygienic Supplies nonwoven enterprises engaged in the production of anti epidemic materials have been actively increasing production lines, improving production processes and improving production capacity. Some enterprises have switched production related products in time to ensure the supply of medical protective products at home and abroad.

The impact of the new crown pneumonia epidemic on the industry textile industry tends to be two poles, and overall, the positive impact is greater than the negative impact. The enterprises that produce anti epidemic materials are in good condition, demand is increasing substantially, orders are full, while enterprises in other fields are negatively affected to varying degrees. Market research results show that enterprises generally expect that after the two quarter, with the recovery of production and major projects started, and the state's support for economic development policies and measures to fall, the industry's demand for infrastructure construction, environmental protection and safety protection will be restored, and the demand for medical protective products will continue to grow worldwide, and enterprises will remain the same for the whole year. Positive optimism.

The overall operation of the industry is stable.

In order to keep abreast of the operation of the industry's textile industry in the first quarter, especially the enterprise orders, production and sales of the new crown pneumonia epidemic situation, as well as the enterprise's development expectation for the whole year, China's Textile Industry Association recently conducted a questionnaire survey of 240 enterprises, and 233 effective samples came from medical and health, safety protection, nonwoven fabric coil, filtration and separation, line belt, civil military integration, fiber raw materials, equipment and accessories and other fields, involving the entire industrial chain of industrial textiles.

For the first quarter of the operation of enterprises, 11.16% of the sample enterprises are very good, 30.47% of the enterprises are better, and 38.63% of the enterprises are generally speaking. Nearly 20% of the enterprises said that the operation was not good, of which nearly 4% of the enterprises were very poor. The index of operation was indexed. In the first quarter, the prosperity index of the industry was 63.7. The prosperity of medical and health, safety protection, filtration and separation, nonwoven coil, equipment and fittings was higher. The prosperity index of medical and health fields engaged in the production of anti epidemic materials reached 79.2, while the prosperity index of geotextiles, rope nets and interlining was below 50.

Labor costs rose rapidly in the first quarter, and overseas demand and export fell sharply. The domestic market demand index of the industry in the first quarter was 51.1, still in a relatively weak expansion interval; foreign demand and export index were only 39.8, 35.1, and output index 41.6, all in the contraction interval; the finished product price index was 49.4, basically stable; the labor cost index 79.6 was in a sharp rise; the sales index and profit index were all 46.1, and were in the contraction area. But not much.

Affected by the epidemic, 31.33% of the sample enterprises indicated that the epidemic stimulated the growth of demand, while 21.03% of the enterprises indicated that the epidemic reduced demand. 4.12% of the enterprises said that the epidemic delayed the company's demand and orders, but it was expected to be restored within the year. 6.44% of the enterprises said the epidemic had no effect on the demand of the company. Overseas orders, 34.43% of the enterprises indicated that overseas orders were stable, but 32.79% of the enterprises said partial orders were cancelled, and 8.2% of the enterprises indicated that the order was cancelled in large numbers, but 9.84% of the enterprises indicated an increase in orders.

Changing production to fight against epidemic materials 20.6% of the sample enterprises had been engaged in masks, protective clothing and their raw and auxiliary materials production before the epidemic. 31.76% of the enterprises said that after the outbreak of the epidemic, they began to transfer related anti epidemic materials, and 47.64% of the enterprises did not produce related anti epidemic materials.

Investment in fixed assets 66.09% of the sample companies indicated that there was a new investment plan in 2020. Affected by the epidemic, 67.53% of enterprises with investment plans will implement investment projects as planned. 29.87% of enterprises will postpone the implementation of the investment projects and decide on the impact of the epidemic. Only 1 enterprises have indicated that they have cancelled their investment plans.

For year-round expectations , 30% of enterprises said that domestic demand for the whole year will increase by more than 10%, 17.6% of enterprises think it will grow by 3% to 10%, 22.32% of enterprises say that demand will be basically flat, but 31% of enterprises indicate that demand will drop to varying degrees. 。 After indexing the domestic demand of enterprises, the annual domestic demand index of enterprises is 57.9, which is higher than the domestic demand index of the first quarter. The demand index of enterprises overseas market is 43.6, higher than that of the first quarter, but it is still in the contraction area, indicating that the epidemic is spreading all over the world. Enterprises are pessimistic about the global economic recovery.

Major difficulties faced by enterprises , 52.36% of enterprises believe that overseas markets are difficult to expand. , 46.78% of enterprises believe that the market demand is decreasing. Nearly 30% of enterprises believe that cash flow is tight and other difficulties are also limited by traffic and logistics, shortage of labor and procurement of raw materials, but insufficient market demand and tight funds are the biggest challenges facing enterprises. 。

Taking advantage of the advantages and avoiding disadvantages to stabilize the market

Since the beginning of this year, medical protective supplies and their raw materials have been in short supply, providing new topics and demands for industrial cluster enterprises. In the first quarter, Hubei Xiantao, Zhejiang Changxin, Zhejiang Xia Lu, Zhejiang Yiwu, Jiangsu real state, Zhejiang Xiaojiang, Shandong Changle, Jiangsu Changle and other medical and health related industrial cluster enterprises have been expanding production to meet market demand.

Take Hubei Xiantao as an example of "China's nonwovens industrial city". In the early days of the epidemic, Xiantao completed the "1+6" layout in a short time, namely, 1 main raw material enterprises and 6 medical protective clothing enterprises, and made a "gown" for front-line medical staff. Now, more than 300 non-woven enterprises of Xiantao have been reactivated. Heng Tian Ka Wah nonwovens Co., Ltd. In mid February, emergency conversion was applied to melted nonwovens for medical masks. The company produced more than 20 tons per day and could produce more than 20 million masks, and the melt spraying fabric reached 99% of the standard of particle filtration and bacterial filtration, and the quality and quantity of the products were supplied to the market. Today, the domestic epidemic continues to improve, and Peng field nonwoven enterprises immediately turn to international epidemic prevention supplies. according to Zhou Zhihong, Secretary of Xiantao Municipal Committee The introduction of Xiantao's own export business to 146 enterprises, more than 80% of non-woven products export oriented, more than half of the enterprises passed ISO9002 and other international product certification. Xiantao is now trading 500 million yuan in foreign trade orders, and will increase by more than 40% in the latter part of the market. Most of the business orders are in the middle of May. Xiantao will strive to build the "four bases and two centers" with the core of the national emergency protection material reserve base and the national nonwoven fabric industry innovation center as the core. It will achieve 20 million annual medical protective clothing, 100 million N95 medical masks and more than 2 billion disposable medical masks.

In addition to medical and health fields, the field of environmental emergency monitoring has also achieved favorable development. The Ministry of ecology and environment recently issued the "emergency monitoring plan for the new type coronavirus infection pneumonia epidemic", which stipulates that during the epidemic prevention and control period, the air and surface water environment emergency warning and monitoring, the application of air filtration and liquid filtration in hospitals and other units, especially the water quality monitoring of drinking water sources, is the focus of the work, which will give the air and surface water environmental quality monitoring equipment manufacturing enterprises. Environmental quality automatic monitoring and operation support enterprise, emergency monitoring plan data analysis platform enterprise, raw material supply enterprise and so on, have provided technical upgrading and development needs. river Suzhou Funing and Zhejiang Tiantai The two major industrial clusters are important production bases for air and liquid filtration products. The upgrading of environmental quality is inseparable from their products. Most of the enterprises in the cluster remain optimistic. Funing cluster responsible person It is indicated that after the outbreak, the market demand for nonwoven materials in the field of environmental emergency will be further improved, and there will be new positive changes in the cognition of such products, which will play a new role in promoting the development of the industry.

The epidemic also has a great impact on some non protected products enterprises. In the first quarter, the delayed construction of the engineering enterprises was delayed by the local government, which led to the delayed construction of the project. The total duration of the project directly affected could not be expected to achieve. The Jiangsu branch's nonwoven equipment and the Shandong Ling geotextile project were all affected. At the same time, due to the increase of labor costs, logistics costs and the closure of service enterprises, the service production clusters, such as transport enterprises, monitoring platform enterprises and exhibitions in the Anping cluster of Hebei, have been delayed due to the delay of the epidemic situation or can not be started, resulting in insufficient performance of the major enterprises.

Orders for medical and health enterprises rose sharply

Down to earth and meet challenges

In the first quarter, medical masks, medical protective clothing and other medical protective products became the "hard currency" of the global market. From the initial rush to the present, the industrial textile enterprises provided a strong support for epidemic prevention and control by improving the raw materials, equipment, finished products and other upstream and downstream industrial chains, and also improved their self-worth, especially for medical and health services. Products related production enterprises, operating performance increased significantly.

Xinlong holding (Group) Limited by Share Ltd The first quarter performance forecast released in 2020 has attracted wide attention in the industry: Xinlong holdings is expected to earn 40 million yuan ~6000 million yuan in the first quarter, an increase of 1027.94%~1591.9% over the same period last year. Xinlong holdings produces melted nonwovens workshop for bacterial filtration of masks. It has been running for 24 hours since the early stage of the epidemic, so as to ensure the supply of raw materials for downstream mask manufacturers. "The company has two melt blown production lines, and the melt blown filter cloth produced daily can provide about 4000000 medical masks for downstream production. Besides, the SMS nonwovens produced by the company can provide 150 thousand sets of protective clothing for downstream production." Leader of Xinlong holding company Express. Affected by the outbreak of new crown pneumonia, the market demand for raw materials and nonwovens produced by the company has increased. As the focus of epidemic prevention and control, the company has fully coordinated with the epidemic prevention and control work, organized overtime to organize the production of raw materials needed for protection of the epidemic situation, and the sales volume has increased significantly. Now, Xinlong Holdings has resumed export orders for melt blown products, mainly to Europe and Southeast Asia, spunlace products are mainly exported to Europe, Australia, Japan, Southeast Asia and the United States and other countries and regions.

The main business is Xiamen extension of PE perforated membrane and perforated nonwovens for sanitary napkins and diapers. Jiang Xin material Limited by Share Ltd Since February, nonwovens have been sold. Yanjiang shares issued a quarterly forecast shows that the company expects net profit in the first quarter of 36 million 287 thousand and 100 yuan ~3891.03 million, an increase of 315%~345% over the same period last year. Among them, civilian melt blown nonwovens sales have recognized revenue of about 26 million yuan, profit of about 17 million yuan, profit accounted for about 45%; PE perforated membrane and punched nonwovens achieved sales revenue of about 248 million yuan, and profits increased by about 140% over the same period last year. Yanjiang shares responsible person The company currently produces 14 tons of melt blown nonwovens and 420 tons per month. In the first quarter, due to the limited supply of the market, the melted nonwovens produced by the company have been in short supply, which is one of the main factors of the company's first quarter growth. He also said that from the current situation, the demand for melt blown nonwovens in the first half of 2020 will remain high, which is expected to have a positive impact on the company's performance.

Affected by the surge in demand for health care products at home and abroad, huge dividends in the market and government incentives, enterprises in related fields have been expanding their capacity and increasing production. In the face of the current market situation, it is particularly important to adjust our mindset. Industry experts suggest that, from the current situation, the demand for non-woven materials related to medical supplies and products will remain high for some time to come. However, due to the high uncertainty of melt blown nonwoven materials, the duration of new crown pneumonia, and the market supply, the market trend is not very clear, and there is a certain investment risk. We should adjust our own development plans, pay attention to differentiated development, avoid rushing headlong into the market, disrupt market order, and avoid low-end competition.

A comprehensive analysis of the operation of industrial enterprises in the first quarter, how to turn the crisis into an opportunity for the development of the industrial textiles industry, and promote the transformation and upgrading of the industry has become the industry's current in-depth thinking.

Affected by the epidemic, it is imperative to upgrade industrial textiles in the fields of health, environment, emergency monitoring and emergency treatment. Relevant enterprises should actively explore opportunities for industrial upgrading and development. In the long run, although more than 90% of the whole country is small and medium sized enterprises at the present stage, the development of enterprises will be greatly influenced by the industrial environment. But enterprises should continue to focus on continuous innovation technology and realize their own sustainable development. After the outbreak, industry related enterprises are bound to accelerate the process of mergers and acquisitions, establish national emergency reserves, increase purchasing power, take account of storage and capacity release, improve industrial chain matching, and form self-improvement larger scale industrial clusters. This is a problem that the government and enterprises in cluster need to consider ahead of schedule.

Brand plus

Upgrading nonwoven Enterprises Customer influence

At present, the market competition has developed to the stage of "brand war". Investors in the nonwoven industry also recognize that brands are an important part of the most valuable assets of an enterprise.

At the second China International Import Fair held in November last year, Winner robust medical care And DuPont (China) With the signing of strategic cooperation, the two sides will carry out in-depth cooperation in the field of medical personal protection in terms of dual brands, new materials and new technologies. Winner healthcare is a leading exporter of Chinese medical dressings. It provides a large number of disposable medical supplies to the world every year. It is a benchmark enterprise in China's medical dressing industry. DuPont App China Group Ltd is the first wholly foreign-owned investment company approved by the Chinese government, and is committed to becoming one of the global innovators. The strategic cooperation between health care and DuPont Tyvek brand has made it possible to protect the health care workers from SARS, H7N9, Ebora and other protective clothing products portfolio, and promote the hospital market, aiming to enhance the level of protection in the hospital infection control industry.

Product innovation is an important part of Kimberley group's "2022 strategy". Kimberly-Clark The latest "Huggies Special" Delivery "brand super high-end plant diaper products, which are made of botanical materials, are very soft baby diapers specially designed for babies. They can maximize comfort and protect the skin health of babies. Although the price of this product is increased by 40% compared with other curious high-end products, it does not affect its sales, and even drives the profitability of Kimberly related businesses.

Turkey nonwovens manufacturers Mogul group The customers with stable medical nonwovens are attributable to the various production technologies adopted by the company and their brand strategy that has been extended over the years. Today, the company's Mopet blood filtration nonwovens and Madaline medical packaging materials enjoy high reputation in the international market. Mogul Group CEO Serkan Gogus It is indicated that although the use cycle of disposable nonwoven materials is shorter, the related products can bring good cost-effectiveness, and products with high added value will also gain high profits. Brand is undoubtedly very important for enterprises. The development of brands directly affects the development of enterprises. If the operation of the brand is good, the enterprises will have better prospects for development, and the related products will be more attractive.

Industry analysts believe that despite the fact that nonwovens are expendable in most cases, brand building can not be ignored. Nonwoven production enterprises must enhance their product quality when doing well in building brand. No matter how excellent the brand marketing is, how high quality products can satisfy the psychological purchasing needs of consumers is futile. Brand marketing can enhance the satisfaction of consumers' minds, and it also needs to win the repeated purchase and word-of-mouth effect of consumers by product quality. Only in this way can we truly establish a brand satisfying the satisfaction of consumers. At the same time, in the process of operation and management, enterprises should constantly improve the enterprise management system and operation, production and after-sale service system, so that the brand will continue.