How Many Masks Have You Bought? Masks Related Enterprises Made A Big Profit In The First Quarter.

During the epidemic period, what is the big name lipstick and the famous brand bag? The mask is the well deserved "C position". In the first quarter, "one mask is hard to get", let netizens sigh, "can not imagine how much masks companies earn in the first quarter!"

Masks manufacturers profit loiter

A sudden outbreak made masks a must for all the people. The influx of a large number of orders has increased the profit of mask manufacturers.

Transboundary production masks enterprise Tianhua super clean announced in April 21st a quarterly report, operating income of 232 million yuan, an increase of 34.18%; attributable to shareholders of listed companies net profit of 47 million 530 thousand yuan, an increase of 293.32% over the same period last year.

Tianhua super net said that the market demand for medical device business increased significantly after the outbreak. The medical protection products of the company and its subsidiaries Wuxi Yulu Medical Devices Co., Ltd. were the guarantee materials for epidemic prevention and control. In the short term, the sales revenue and operating profit of medical device business increased greatly.

The disease is also good for masks manufacturers, Yang Pu medical and Ogilvy medical. In the evening of April 24th, Yang Pu medical released a quarterly report showing revenue of 147 million yuan, an increase of 32.81% over the same period, and a net profit of 10 million 978 thousand and 200 yuan, an increase of 143.35% over the same period last year. In April 28th, Ogilvy medical released a quarterly report to achieve a revenue of 598 million yuan, an increase of 16.23% over the same period, and a net profit of 91 million 195 thousand and 300 yuan attributable to shareholders of listed companies, an increase of 64.62% over the same period last year.

The performance of melt blown fabric enterprises is rising.

In addition to mask manufacturers, melted cloth is also a "heart" material for medical masks, and it is also in short supply. The price of melted cloth has increased more than 10 times, which has helped the performance of related companies.

Yanjiang shares disclosed a quarterly report April 27th, revenue of 274 million yuan, an increase of 17.89% over the same period, attributable to shareholders of listed companies net profit of 38 million 893 thousand and 600 yuan, an increase of 344.81% over the same period last year. It said that the supply of melt blown nonwovens is limited in the market, and the melt blown nonwoven fabric produced by the company has been in short supply, which has become one of the main factors for the growth of this quarter's performance.

Because of the increasing demand for non-woven fabric market, Xinlong holdings is also increasing. A quarterly report released in April 30th showed that revenue was 291 million yuan, an increase of 30.04% over the same period, and net profit attributable to shareholders of listed companies was 58 million 353 thousand and 700 yuan, an increase of 1545.49% over the same period last year.

In addition, a quarterly report released by Daun, which specialties for melt masks on the production masks, was released in the evening of April 8th, showing a net profit of 69 million 398 thousand and 900 yuan, an increase of 91.60% over the same period last year.

The masks machine company is also full of money.

During the epidemic, Sinopec once shouted, "I have melted spray cloth, who has a mask machine?" As a key part of mask production, the masked machine, which sold 800 thousand yuan in the past, was fired to 4 million yuan because of "one machine is hard to find", so that manufacturers can earn enough money.

In the evening of April 22nd, tusta, which developed the mask machine, released a quarterly report with a revenue of 549 million yuan, an increase of 70.12% over the same period, and a net profit attributable to shareholders of listed companies was 154 million yuan, an increase of 298.53% over the same period last year.

A quarterly report released by Ho Chi machinery, which took part in the production of parts and accessories for masks, showed that the company achieved a revenue of 171 million yuan, an increase of 115.1% over the same period of April 29th, and a net profit of 14 million 45 thousand and 400 yuan attributable to shareholders of listed companies, an increase of 542.51% over the same period last year.

Under the help of masks and other related businesses, in the evening of April 23rd, the quarterly report of win win technology also showed that revenue was 556 million yuan, an increase of 21.52% over the same period, and the net profit attributable to shareholders of the parent company was 153 million yuan, up 116.53% over the same period last year.

However, some enterprises are affected by factors such as logistics and staff turnover. Masks related businesses have not improved significantly or even declined in the first quarter. For example, the net profit of evergreen shares belonging to the parent company in the first quarter was 10 million 599 thousand and 900, down 55.01% from the same period last year.

The masks stocks were brightest, and the stock price doubled.

Masks related to the rise in corporate performance, also pushed up the mask concept stocks. For example, in the 47 trading days from February 3rd to April 9th, Daen shares gained 21 trading boards and won the "most cattle mask".

As of April 30th closing, Daun shares rose 0.71%, to close at 32.62 U.S. dollars / share, with a market value of 13 billion 300 million yuan. Since the beginning of this year, it has increased by 205.15%.

However, due to the first quarter performance of Daun shares is far below market expectations, investors are ridiculing, "it seems that the production of mask melted material enterprises do not imagine so profitable." After its earnings announcement, its stock price plummeted for two consecutive days.

As of April 30th, in addition to Daun shares, the share price doubled and Yanjiang shares, Yanjiang shares since the beginning of the stock price rose 132.93%. In addition, TEDA shares, Jiangnan high fiber and other enterprises are also favored by investors. TEDA shares have risen 94.41% since the beginning of the year, and Jiangnan high fiber has risen 70.81% since the beginning of the year.

Short term prosperity, long-term or overcapacity

Relying on a large number of orders in the first quarter, many masks related enterprises doubled profits. But will the masks continue to boost their performance in the long run?

In March 8th, Daun shares said in the announcement that up to now, the increase in the order of PP melt blowing special materials will have a positive impact on its business performance, but with the effective control of the epidemic, the future orders of the product will be gradually reduced. "Recently, a number of enterprises have put into operation polypropylene melt blown special materials, and the market supply of this product is increasing gradually, and the industry has the risk of overcapacity."

In addition to melt blown materials, masks are also at risk of overcapacity.

According to the company's professional data, as of April 4th, China's business scope includes masks and enterprises in the total number of 6.9 enterprises, of which 1.9 enterprises were added after the outbreak in January 25th.

According to the national development and Reform Commission, in February 29th, the national mask production rate was 116 million, including masks, medical masks and medical N95 masks. In 2019, the total annual output of masks in mainland China was only 5 billion.

"For a small number of medical device export enterprises, such as low value consumables (masks, gloves, etc.), medical equipment and other products, at this stage, the global orders are in short supply, the capacity of enterprises is more saturated, and the expected export boom will continue for a longer time." Zhang Qiyao, an analyst with Guosheng securities, pointed out.

"The current situation of masks plate will gradually ease domestic supply shortage, and overseas demand will increase at the same time, and the competition pressure in mid term industry will be greater." XinDa securities analyst Yang Song said that in the future, as many enterprises continue to add new mask production capacity, the whole industry will face greater pressure of overcapacity.