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Alternative products come out, overlay capacity expansion, melt blown cloth begins to reduce price

  In the face of the abnormal high price market situation of melt blown cloth, there are not only substitutes competing to come out, but also the market capacity has been significantly expanded.

As early as February, the trial production of melt blown non-woven fabric special material developed and converted by Shanghai Petrochemical Company was successful. It can produce 6 tons per day, helping to add nearly 6 million disposable medical masks per day. Sinopec has invested about 200 million yuan to build melt blown cloth production lines in Beijing Yanshan Petrochemical Company and Jiangsu Yizheng Chemical Fiber Company. Two melt blown cloth production lines and three spunbond production lines of Beijing Yanshan Petrochemical Co., Ltd. can produce 4 tons N95 melt blown cloth or 6 tons medical flat mask melt blown cloth every day. In Yizheng Chemical Fiber Co., Ltd., 8 melt blown cloth production lines will be built, which can produce 8 tons of N95 melt blown cloth or 12 tons of raw materials for medical face masks every day.

In addition, many A-share listed companies, including Guoen and Xinye textile, have recently announced the conversion of production of melt blown cloth or upstream raw material melt blown polypropylene.

According to Tianyan survey data, as of March 12, there were 347 melt blown cloth related enterprises in China, and 112 new ones since February 2020. Compared with the same period last year, the growth rate was up to 3633%. There are 38151 enterprises related to respirators and respiratory protection, and 6114 enterprises have increased since February 2020. Compared with the same period last year, the growth rate is up to 1561%.

"Recently, the price of melt blown cloth has declined to some extent, but it is still at a high level." Wang Qiang told reporters that at the beginning of March, there was a quotation of 500000 yuan / ton from a melt blown cloth material supplier in the market. At present, the average quotation in the market is about 350000 yuan / ton, which is a certain decrease compared with the previous high point. The abnormal upward trend of market price has been restrained, but the overall situation of tight supply of melt blown cloth material has not been alleviated obviously.

He said that although the demand for masks has fallen down to a certain extent with the alleviation of the domestic epidemic, the situation in foreign countries is still not optimistic, and the demand for masks exports has increased significantly. "In recent days, we have received orders from abroad almost every day. Just yesterday, we received an order from Italy." Wang Qiang said in an interview on March 14.

On March 5, Li Xingqian, director of the Department of foreign trade of the Ministry of Commerce, said that masks are free trade products and the Chinese government has not set any trade control measures. Since the outbreak of the epidemic, the Ministry of Commerce, as the centralized administration of foreign trade, has never issued a ban on the export of masks and their raw materials. Enterprises can carry out relevant trade in accordance with the principle of marketization.

In this context, in recent years, on interactive platforms such as e-commerce, the export related situation of masks of listed companies has also become a hot spot for investors to ask questions.

Due to the double share price of mask concept, dawn replied on the interactive e-commerce platform that the company has received foreign orders for the export of melt blown materials, which accounts for a small proportion of the export, giving priority to domestic demand in the near future.

Lanfan medical said that the company's mask products will be preferentially supplied to the domestic market. At present, no export matters have been discussed. In the future, it will determine whether to export according to the actual situation.

Yangpu medical also said in the interactive exchange that in view of the increasingly serious epidemic situation abroad, the company increased the export of anti epidemic products such as masks in Europe, the United States and Southeast Asia.

"On the whole, the recent comprehensive demand for respirators at home and abroad tends to be flat. In the past, the market was to solve the problem of having or not, but now it is obvious that the market's requirements for product quality have been put on the agenda." Wang Qiang said that in recent years, it is obvious that the market supervision has been strengthened, and some small-scale unqualified mask manufacturers have been unable to continue to start production.