The Concept Of Masks Is Still Rising, Opening Up Many Shares.

Today, the concept of mask is still high, TEDA shares, Yang Pu medical (13.810, 1.26, 10.04%), Ogilvy medical (55.280, 5.03, 10.01%), Dahn shares (18.470, 1.68, 10.01%), Xinlong Holdings (11.760, 1.07, 1.07), Zhen de medical (1.07, 1.07), South Wei shares (Xinxiang, China), chemical fiber ( 10.07%) limit.

It is reported that masks and medical protective clothing are the two most demanding products in the epidemic, and they are also urgently needed in areas with heavy epidemics. Medical masks, pads, protective clothing and so on are low cost disposable protective products. They are generally classified as low value consumables in hospitals. According to the associated business network, the products were mostly purchased by hospitals themselves. In 2018, the trend of purchasing low value consumables in the provincial level was centralized. The number of civilian masks is more serious than before. The environmental pollution has led to the rapid growth of fog prevention and haze, that is, particulate respirators.

CITIC Securities pointed out that according to the "guidelines for the prevention of new coronavirus infection respirator mask" issued by the national health authority's Disease Control Bureau in January 30th, 4 types of mask were recommended: disposable medical masks, medical surgical masks, KN95/N95 and above particulate respirators and medical masks. The four kinds of masks are the current urgent medical and civilian masks. They are also the market direction of masks manufacturers and new mask manufacturers.

Under the guidance of local governments, emergency expansion capacity measures such as medical masks, protective clothing and other products have been carried out continuously under the guidance of local governments. However, because of the non productive factors such as capital, workers, raw materials supply and other parts of the provincial logistics and transportation restrictions, the government supports and coordinates medical masks, protective clothing and other production. But objectively, the recovery and expansion of production capacity still need a cycle.

According to the actual situation of the current epidemic situation and the government's announcement, there is still a pressing demand gap for respirators and medical protective clothing. Relevant departments are actively promoting the transformation of qualified factories, expanding the production capacity of respirators and medical protective clothing, and supporting the overall situation of epidemic prevention with the form of unified procurement and allocation by the government.

Wan Lian Securities pointed out that from the industrial chain, masks and protective clothing were made of SMS non-woven fabrics, non-woven fabrics and processed masks and protective clothing after processing a series of upstream polypropylene. According to the Ministry of industry and information, China's mask production capacity is about 20 million days per day, and the N95 mask production capacity is about 600 thousand per day. At present, the operation rate of these enterprises is 70%, that is, 14 million Nissan. The domestic production capacity of protective clothing is 30 thousand sets / day, while Japanese demand has reached about 100 thousand sets, which has a huge supply gap. The main reason is the shortage of SMS non-woven fabrics. The overall production capacity of domestic nonwovens is huge (reaching 2 million 350 thousand tons in 2014), but the capacity of medical non-woven SMS is only 480 thousand tons. The domestic capacity is also matched with the productivity of masks and protective clothing. After the outbreak of the outbreak, the demand for masks and protective clothing increased, resulting in a shortage of SMS non-woven fabrics in the middle reaches.