A few days ago, the National Health Commission and three other departments released the “Plan for Building Capacity for Public Health Prevention, Control and Treatment” (hereinafter referred to as the “Plan”), which was issued to all provinces, autonomous regions, municipalities directly under the Central Government and cities under separate state planning, the Development and Reform Commission of Xinjiang Production and Construction Corps, The National Health Commission and the Bureau of Traditional Chinese Medicine require relevant departments to comply. It mentioned that medical institutions should ensure that medical institutions reserve medical masks, isolation gowns, goggles and other protective equipment of qualified quality and sufficient quantity, generally not less than 10 days’ supply. At the same time, each city is required to rebuild and expand 1-2 existing medical institutions.
And this The confirmation of the news will undoubtedly promote the supply of masks and also greatly promote the production of masks. Of course, the raw materials used will also increase.
The “2019 National Economic and Social Development Statistical Bulletin” released by the National Bureau of Statistics shows that there were 1.014 million medical and health institutions in the country at the end of 2019, and the number of medical institutions increased compared with the end of 2018 1.66%. Among them, there are 34,000 hospitals, including 12,000 public hospitals and 22,000 private hospitals.
In other words, a total of 1.014 million medical and health institutions across the country must reserve qualified and sufficient medical masks, and No less than 10 days of use – this will undoubtedly increase the demand for medical masks, and will also promote the production of masks and solve excess production capacity.
In terms of stocking up on epidemic prevention supplies, it is pointed out that families are encouraged to stock up on medical aid boxes including masks.
According to the People’s Daily, many deputies combined their experience in their respective fields and on the front line of prevention and control. Deputies to the National People’s Congress suggested that in response to similar emergencies, masks and other important infectious disease protective equipment should be included in the national strategic reserve. Write it into the national strategic material reserve development plan, and include necessary large-scale production enterprises and warehousing enterprises for key guarantees.
The domestic epidemic has been brought under control, but the foreign epidemic is still growing rapidly, and mask companies are still increasing production capacity.
Mask manufacturers expand their capabilities, and the state strengthens supervision of non-medical masks
The mask procurement wave is about to hit, and now mask companies are increasing production capacity. 3M recently announced that it has signed a contract worth more than US$120 million, which will be used to increase the production capacity of N95 masks. 3M stated that starting from October this year, 3M will increase the production of 26 million N95 masks per month to ensure a sustainable supply of this type of masks and replenish the national strategic emergency drug reserve. Some companies said that orders for masks are continuing to increase. Although there is a huge demand for mask orders, the specifications must be strictly adhered to.
A medical device manufacturer in Changyuan City, Henan Province said: “Currently, orders for masks are still increasing, and the demand is still large, but the quality requirements of customers’ masks are lower than during the outbreak. It needs to be high, and most of them require medical grade.”
On May 22, the State Administration for Market Regulation issued the “Implementation Rules for Quality Supervision and Spot Inspection of Non-Medical Mask Products”, announcing the quality of masks Determine rules and other information to strengthen supervision of non-medical masks.
Instructions before production:
1. Obtain business qualifications
Enterprise The production and operation of non-medical masks must obtain legal business qualifications, which mainly include: obtaining a business license; complying with the corresponding business scope, such as producing and selling masks, etc.
2. Clarify the implementation standards
1. Clarify the implementation standards for the proposed production of non-medical masks
At present, my country’s current effective implementation standards for non-medical masks are:
The high quality requirements of masks also mean that the specifications of meltblown cloth are also very high.
On May 9, the General Administration of Customs announced a list of enterprises and related products that failed to meet the quality and safety of export epidemic prevention materials detected by customs across the country, involving a total of more than 186 masks. Ten thousand, 16 export companies are among them.
On April 25, the Ministry of Commerce issued the “Announcement of the Ministry of Commerce, General Administration of Customs and State Administration for Market Regulation 2020” Announcement No. 12 on further strengthening the quality supervision of exports of anti-epidemic materials.
“Announcement No. 12” requires strengthening the export quality supervision of non-medical masks. Starting from April 26, exported non-medical masks must comply with Chinese quality standards or foreign quality standards.
Confirm that the product meets Chinese quality standards or foreign quality standards, and the importer accepts the quality standards of the purchased product and is not used for medical purposes , the customs will inspect and release the enterprises based on the list of enterprises provided by the Ministry of Commerce. For enterprises that are not in the list of enterprises provided by the State Administration for Market Regulation,The customs will accept the declaration and inspect it for release.
Today, with the reduction in demand and the gradual increase in mask production capacity, we have entered the “post-mask era”. Against the background of the national order to reserve masks, although the mask craze has faded, some companies can still make profits, provided that they meet the corresponding standards and qualifications.
As orders for masks increase, is meltblown cloth likely to usher in a new round of price increases?
Although melt-blown cloth has plummeted by more than 330,000 yuan under the state’s suppression, the upstream raw materials of melt-blown cloth have surged.
The release of this signal may push meltblown cloth to another climax. It is understood that the current market price of melt-blown cloth is 300,000-500,000 yuan/ton, among which the melt-blown cloth produced by Chinese enterprises still remains above 450,000 yuan/ton, and market traders offer prices at 500,000-520,000 yuan/ton. The price of some 95 cloth is 400,000-450,000 yuan/ton.
Although the market price of melt-blown cloth has declined, the market price remains high.
Materials are in short supply, and the price of meltblown cloth has increased to 3.5 million per year.
As the production capacity and output of masks increase, the supply of meltblown cloth, which is the “heart” material of masks, cannot keep up. It is understood that since the outbreak of the epidemic, the market price of meltblown cloth has entered a rapid jump channel: from around 12,000 yuan/ton before the epidemic, it has soared to 400,000 yuan/ton, “one price a day”, and the highest has reached 730,000 yuan/ton. With the asking price of tons, it is difficult to buy even if you have money. (*Twist and twists, learn about the roller coaster market)
*Rough trend chart of melt blown cloth price
The price has been skyrocketing, and the supply was once in short supply, which caused many “traitors” to accumulate and sell melt-blown fabrics to make a fortune. Many small workshops that did not meet the standard of manufacturing product quality urgently “transformed” “In the production of melt-blown fabrics, counterfeit and shoddy products are also flooding the market, causing many safety hazards to the melt-blown fabric market.
However, as the country vigorously cracks down on fraud, the meltblown fabric market will eliminate a number of unqualified companies. A melt-blown cloth manufacturer said that the reason for the limited production capacity of melt-blown cloth is directly related to the “large at both ends and small in the middle” production capacity of the mask industry chain: after the rapid expansion of the production capacity of upstream melt-blown materials and downstream mask factories, the mid-stream melt-blown cloth had previously The number of manufacturers is small, melt-blown equipment is expensive, there are gaps in key components, and the equipment delivery period is long, making it difficult to quickly expand production lines. Meltblown cloth accounts for 70% of the cost of masks. According to the current market price of masks, it is normal for it to rise to 3.5 million yuan/ton.
The prices of dozens of chemical raw materials have skyrocketed!
Back from the May holiday, Guanghua Jun once revealed that the price of chemical raw materials in May was generally improving. Sure enough, the prices of bulk chemical products are rising this month.
Last week, among the 64 important chemical products monitored by Chemical Industry Network, 31 varieties increased, accounting for 48.44%. The top three products with the highest increase are EDC (↑7.56%), polyester filament (↑7.11%), and DOTP (↑5.88%).
Wanhua Chemical’s petrochemical products increase in price across the board
Wanhua Chemical quoted on May 25 that the price of methyl tert-butyl ether in Shandong increased by 100 yuan/ton to 3,900 yuan/ton, and that in East China and South China increased by 150 yuan/ton to 3,900 yuan respectively. / ton, 3700 yuan / ton. The price of n-butanol increased by 150 yuan/ton to 5,700 yuan/ton in North China, increased by 200 yuan/ton to 5,950 yuan/ton in East China, and increased by 100 yuan/ton to 5,900 yuan/ton in South China.
If masks and other reserves are officially included in the national strategic reserve!
The chemical price increase will officially come!
Earlier, industry insiders have said that after the epidemic, the gradual resumption of work and production in China will bring about a certain amount of demand recovery. At present, the market seems to be experiencing a compensatory rebound. Judging from the commodity price trends in April and early May, it can be determined that this trend has already appeared.
After the lessons learned from this epidemic, the reserve of medical supplies such as masks has attracted everyone’s attention. If it is officially listed as a national strategic reserve. The gap in medical and other related raw materials will open again, and meltblown cloth may once again rise by more than 600,000 yuan per ton. As for whether the “price increase” of chemicals can be sustained in the short term, it depends on whether demand can continue to rise.
However, judging from the official return of foreign trade orders, the market order situation has improved. This wave of chemical product price increases may continue, but the trend is relatively volatile. </p
