Masks Enterprises "Ice And Fire Double Days": Some Nissan Have Suspended Production Lines.

Since the outbreak of the new crown pneumonia outbreak, there has been a situation of imbalance between supply and demand and sharp rise in the price of domestic mask market.

Now, with the gradual control of domestic epidemic situation, the situation of oversupply of mask has also appeared. What is the sales situation of masks on the market now? How much has the price been reduced?

01, the price of masks exceeds supply and prices drop.

In the interview, the reporter found that many people said that the mask was not only good to buy, but also a lot cheaper.

Shenzhen citizens: now it is better to buy masks in pharmacies. The price is much cheaper than before.

Reporters browse some electronic business platform found that the current major business platform, whether it is disposable medical mask or KN95 mask, can be easily purchased, and the price is also very affordable.

Take 50 medical gauze masks as an example, they sell 89 yuan on Tmall platform, and 618 promotions cut 16.5 yuan. The price of each mask is only 1.45 yuan.

Tmall platform staff told reporters that the current demand for mask has slipped, although it is still at a high level, but sales volume showed a decreasing trend. In May, sales of masks dropped by 10% to 20% compared to April.

Tmall mall mask sales line leader Xia Xia: what sells better is children's masks, because now the students have already started school. There are also a variety of masks that young people prefer, fashionable and protective. They may sell better.

Insiders told reporters that the current market masks exceeded supply, and the factory price of masks dropped by about 40% compared with April, of which KN95 and N95 masks cost more.

China Southern Glass Group Limited by Share Ltd secretaries Yang Xinyu: the price drop is more likely to be KN95 and N95 masks, because it does use a relatively small amount, but now the capacity is very large, the impact may be more serious, and more importantly, as the weather gets hotter, the comfort degree itself is not so strong.

02, mask export is facing the qualification threshold industry to usher in shuffle.

Reporters learned in the survey, at present, due to the spread of foreign epidemics, many enterprises have been transformed to work overtime to deal with new orders from abroad.

On the other hand, because of the increase of export threshold, some enterprises' masks have encountered a dilemma of not being sold. The domestic masks industry presents the current situation of ice and fire.

The head of a mask enterprise in Shenzhen told reporters that China's epidemic situation was basically under control in April, and the demand for domestic masks began to decrease sharply. With the outbreak of foreign epidemic situation, the demand for foreign masks began to increase significantly.

Liu Zhixiong, chairman of Shenzhen Sannuo group: we export a mask now. There should be more than one billion. Millions of masks are shipped out to twenty or thirty countries every day, including India and Russia. So I believe that we should export two hundred million or three hundred million masks a month, which should be normal.

Xue Junfeng, the person in charge of the company, told reporters that in order to satisfy the orders in hand, at present, enterprises have achieved three shifts, and the output of disposable masks has reached 10 million pieces a day.

Xue Junfeng, general manager of Shenzhen Sannuo group intelligent health department: the traditional mask machine has a daily output of 50 thousand to 80 thousand pieces, and the high-speed mask machine can reach nearly 1 million pieces a day.

Unlike the production scene of Xue Junfeng's company, a reporter in a production workshop of a mask enterprise in Anhui saw that the production line had been shut down, and the huge workshop was empty.

Yao Wei, the head of the company, told reporters that demand for domestic masks has dropped sharply and exports are facing insufficient qualifications. This makes it difficult for enterprises to operate.

Yao Wei, deputy general manager of Tongcheng Xingchuang protective products Co., Ltd., Anhui: some foreign customers named China's Ministry of Commerce white list enterprises to produce masks. As early as a month ago, we actively applied for the EU CE certification and the Ministry of Commerce's white list.

In order to reduce risks, they can only temporarily suspend business for a period of time, and nearly half of the 20 KN95 production lines which are invested by enterprises in the early stage are in a state of shutdown.

Yao Wei, deputy general manager of Xingchuang protective products Co., Ltd., Anhui, Tongcheng: from late 3 to late May, the supply of products was in short supply. But after mid May, the requirements of foreign customers for qualification have been increasing. We have been stuck on the qualification, resulting in today's production lines are basically not a half day.

The industry told reporters that for those who rushed to invest in construction and production standards could not reach the standard after the outbreak of the epidemic, they might face a lot of shutdowns. And for those enterprises that produce quality standards, only because the queuing time of qualification application is too long, enterprises that are short of business difficulties will still survive.

Liu Zhixiong, chairman of Shenzhen Sannuo group: because the white list is a round of rounds, which does not mean that the quality of the companies that are not listed on the white list is not good, and the white list is constantly updating. The future of small and medium-sized masks factories may be the acquisition and merger of large factories, which is facing a new round of shuffling.

03, demand for masks and melted fabrics decreases and prices are lowered.

Domestic masks are well supplied, and the mask industry is facing new adjustments. The demand for masks and melted fabrics in the upstream industry chain has also changed, and prices have dropped sharply.

Liu Hui's company is mainly engaged in the design and manufacture of automation equipment in the automotive industry. After the outbreak of the new crown pneumonia outbreak in China, the market demand for masks has increased dramatically, so mask masks producing mask have become difficult to find.

In March, their company decided to invest about 20000000 yuan to design, research and develop the mask machine.

Liu Hui, assistant general manager of Shenzhen Yuan Wang Industrial Automation Equipment Co., Ltd.: we ourselves are doing industrial automation equipment. The research and development advantages and technological strength of focused companies are the key technologies of equipment. In April, the equipment developed by the company was debugged and reached its production status.

The mask machine was successfully developed, but to their dismay, it seems that the customers who chase the phone buying their mask machine every day seem to have vanished overnight. The 31 sets of mouth cover machines produced by the company have not been sold yet.

Liu Hui, assistant general manager of Shenzhen Yuan Wang Industrial Automation Equipment Co., Ltd.: in February and March, the price of a mask machine is very high, the highest may be around two million yuan, which was very scarce at that time. At present, such as automatic mask machine, it may be only $8. 9 million.

Liu Hui said that at present, they are actively contacting overseas customers, hoping to export these mask machines overseas.

In fact, it is not just a mask machine. With the production of 20 new production lines, such as Sinopec (market 600028, diagnostic stocks) and China Petroleum (market 601857, diagnostic stocks) in April this year, the capacity of the central enterprises is expected to increase to more than 70 tons per day. Under the influence of the structure of supply and demand, the price of melted spray cloth, which is the main raw material for producing masks, has fallen sharply.

China Southern Glass Group Limited by Share Ltd secretaries Yang Xinyu: once before the melted spray cloth, there was a market price of 4.5 million yuan per ton, and the price of melted cloth has indeed decreased. At present, it should be said that in the relatively high price, I think basically reached the level of about 50% in the past.

Meanwhile, the volume of masks related enterprises registered a slowdown.

Data from the sky survey showed that in May 2020, the volume of masks related enterprises decreased, adding 10283 new products in the month, -70.84% compared with April. In May 2020, the volume of registered enterprises related to melt blown fabric was 1728, compared with April, a growth rate of -57.60%.