Since the outbreak of the new coronavirus pneumonia, the domestic mask market has experienced an imbalance between supply and demand and a sharp rise in prices.
Now, as the domestic epidemic situation is gradually brought under control, the production capacity of masks has also exceeded demand. What is the current sales situation of masks on the market? How much has the price dropped?
01
The supply of masks exceeds demand and the price drops
△CCTV Finance “Economic Information Broadcast” column video
During the interview, the reporter found that no Some citizens said that masks are not only easier to buy now, but also much cheaper.
Shenzhen citizens: It is easier to buy masks in pharmacies now, and the price is much cheaper than before.
The reporter browsed some e-commerce platforms and found that currently Whether it is a disposable medical mask or a KN95 mask, you can easily buy it on major e-commerce platforms, and the price is very affordable.
Take a pack of 50 medical nursing masks as an example. They sell for 89 yuan on the Tmall platform. After the 618 promotion, the price is 16.5 yuan. Masks only cost 1.45 yuan.
Tmall platform staff told reporters, The demand for masks is currently declining. Although it is still at a high level year-on-year, sales have shown a downward trend month-on-month. Mask sales in May dropped by 10% to 20% compared to April.
Xia Shang, person in charge of the mask sales line at Tmall Mall: The best-selling masks are children’s masks, because now students have started school. There are also some diversified masks that young people prefer, are more fashionable and have protective functions, and they may sell better.
Industry insiders told reporters that the current supply of masks on the market Exceeding demand, the ex-factory price of masks has dropped by about 40% compared with April, among which the prices of KN95 and N95 masks have dropped even more.
Secretary to the Board of Directors of China Southern Glass Group Co., Ltd. Yang Xinyu: The price drop may be more caused by KN95 and N95 masks, because they are indeed used in relatively small quantities, but now the production capacity is very large, the impact may be more serious. More importantly, as the weather gradually gets hotter, The wearing comfort itself is not that strong.
02
Mask export faces qualification threshold
The industry is undergoing a reshuffle
The reporter learned during the investigation that currently, due to the spread of the epidemic abroad, many companies have transformed. Working overtime to cope with new orders from abroad.
On the other hand, due to the increase in export thresholds, some companies have encountered difficulties in selling their masks. The domestic mask industry is currently in a state of ice and fire.
△CCTV Finance “Economic Information Network” column video
The person in charge of a mask company in Shenzhen People told reporters that the epidemic in China was basically under control in April, and the domestic demand for masks began to plummet. However, with the outbreak of foreign epidemics, the demand for foreign masks began to increase significantly.
Liu Zhixiong, Chairman of Shenzhen Sannuo Group: We now export a total of more than 100 million masks. Now millions of masks are shipped every day to 20 to 30 countries, including India and Russia. So I believe it is normal for us to export two to three hundred million masks a month.
Xue Junfeng, the relevant person in charge of the company, told reporters, In order to meet the orders in hand, the company currently operates three shifts, with a daily output of 10 million disposable masks. The company has also specially introduced a high-speed mask machine.
General Manager of Shenzhen Sannuo Group Smart Health Business Department Manager Xue Junfeng: In the past, the daily output of traditional mask machines was around 50,000 to 80,000 pieces, while high-speed mask machines can produce close to 1 million pieces a day.
Different from the prosperous production scene of Xue Junfeng’s company, in the production workshop of a mask company in Anhui, the reporter saw that the production line had stopped and the huge workshop was empty. Alone, he looked very deserted.
Corporate person in charge Yao Wei told reporters that domestic demand for masks has dropped sharply, and exports are facing the problem of insufficient qualifications, which has made business operations difficult.
Yao Wei, deputy general manager of Anhui Tongcheng Xingchuang Protective Products Co., Ltd.: Some foreign customers have asked companies on the white list of the Ministry of Commerce of China to produce masks. We have already A month ago, they actively applied for EU CE certification and the domestic Ministry of Commerce whitelist.
In order to reduce risks, they can only temporarily suspend operations during this period. Nearly half of the 20 KN95 production lines invested in the early stage are out of service.
Yao Wei, deputy general manager of Anhui Tongcheng Xingchuang Protective Products Co., Ltd.: From mid-to-late March to early May, product supply exceeded demand. But after mid-May, foreign customers continued to require qualifications Improvement, we have been stuck on qualifications, resulting in the production line basically not turning around for a long time today.
Industry insiders told reporters that after the epidemic, Mask factories that have only invested in construction in a hurry and whose production levels cannot meet the standard may face a large number of closures. For those companies whose production quality is up to standard, but the queue time for qualification application is too long, resulting in temporary operating difficulties. There is still hope of survival.
Liu Zhixiong, Chairman of Shenzhen Sannuo Group: Because the whitelist is issued one after another, it does not mean that the quality of companies that are not on the whitelist is not good. The list is constantly being updated. The way out for small and medium-sized mask factories in the future may be to let large factories acquire and merge, which is facing a new round of reshuffle.
03
The demand for mask machines and melt-blown cloths has weakened and prices have been reduced
△CCTV Finance “Economic Information Network” column video
The domestic supply of masks is sufficient, and the mask industry is also facing new challenges adjustment. The demand for mask machines and melt-blown cloths in the upstream of the industrial chain has also changed, and prices have dropped significantly.
Liu Hui’s company is mainly engaged in the design and manufacturing of automation equipment for the automotive industry. After the outbreak of the new coronavirus in China, the market demand for masks increased significantly, so the production of masks Mask machines have also become hard to find.
In March, their company decided to invest more than 20 million yuan in the design, development and production of mask machines.
Shenzhen Yuanwang Industrial Automation Equipment Co., Ltd. Liu Hui, assistant to the general manager: We are engaged in industrial automation equipment. We focus on the company’s R&D advantages and technical strength to carry out technical research on equipment. In April, the equipment developed by the company was debugged and reached production status.
The mask machine was finally successfully developed. However, what frustrated them was that the customers who were chasing them on the phone every day to buy the mask machine seemed to have disappeared overnight. All the time has disappeared, and none of the 31 mask machines produced by the company has been sold so far.
Liu Hui, Assistant General Manager of Shenzhen Yuanwang Industrial Automation Equipment Co., Ltd.: In February and March, the price of a mask machine was very high, the highest possible It cost about two million yuan, which was very scarce at the time. At present, the price of a fully automatic mask machine may only be 800,000 to 900,000 yuan.
Liu Hui said that they are currently actively contacting overseas customers and hope to export these mask machines overseas.
In fact, it is not just mask machines. As the 20 new production lines built by Sinopec, China Petroleum and other companies have successively reached capacity in April this year, central enterprises melt-blown Cloth production capacity is expected to increase to more than 70 tons per day. Under the influence of the supply and demand structure, the price of melt-blown cloth, the main raw material for the production of masks, has plummeted.
Yang Xinyu, Secretary of the Board of Directors of China Southern Glass Group Co., Ltd.: Melt-blown cloth once had a market price of four to five million yuan per ton. Now the market price of melt-blown cloth is Prices have indeed dropped. It should be said that among the originally relatively high prices, I think they have basically reached about 50% of the previous level.
At the same time, the growth rate of registrations of mask-related companies has slowed down.
Tianyancha data shows that in May 2020, the number of registrations of mask-related companies declined, with 10,283 new companies added per month, a month-on-month increase compared with April – 70.84%. In May 2020, the number of registered companies related to meltblown fabrics was 1,728, a month-on-month increase of -57.60% compared with April.
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