Recently, the State Administration for Market Regulation released the “Typical Cases of Illegal Behaviors on Price Gouging of Meltblown Cloth and Other Epidemic Prevention Materials During Epidemic Prevention and Control (11th Batch)”, exposing 9 illegal cases of price gouging of meltblown cloth.
With the country vigorously suppressing the situation, the price of grade 99 melt-blown cloth has begun to drop, falling by 250,000 yuan within a week. Many heads of melt-blown cloth factories revealed that the bottom price of grade 99 melt-blown cloth is between 200,000 and 300,000. .
The specific price information is: On May 16, the price of grade 99 meltblown cloth was 650,000 yuan/ton; on May 20, the price was 550,000 yuan/ton; on May 22, the price was 400,000 yuan/ton. . In just one week, the price dropped by 250,000 yuan. Compared with the highest price of 730,000 yuan/ton on April 30, it dropped by 330,000 yuan.
However, a recent official document stated: Ensure that medical institutions stock up on adequate quality and sufficient quantities of medical masks, isolation gowns, goggles and other protective equipment, generally no less than 10 days’ worth. At the same time, each city is required to rebuild and expand 1-2 existing medical institutions.
So, masks have become a hard demand, and melt-blown cloth, the heart of masks, is about to take off at the bottom again?
Official: All cities reserve masks!
A few days ago, the National Health Commission and three other departments issued 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 individual plans. The Municipal, Xinjiang Production and Construction Corps Development and Reform Commission, Health Commission, and Bureau of Traditional Chinese Medicine require relevant departments to comply.
It is mentioned that medical institutions must reserve medical masks, isolation gowns, goggles and other protective equipment of qualified quality and sufficient quantity, generally not less than 10 days’ use.
At the same time, each city is required to rebuild and expand 1-2 existing medical institutions.
On May 24, the State Council Information Office held a press conference. In terms of the reserve of epidemic prevention materials, the meeting pointed out that families are encouraged to reserve masks, etc. Medical aid box included.
According to the People’s Daily, during this year’s Two Sessions, many deputies combined their experience in their respective fields and on the front lines of prevention and control. Deputies to the National People’s Congress suggested that in response to similar emergencies, masks and other important protective equipment should be included in the national strategic reserve. , written into the national strategic material reserve development plan, and included in necessary large-scale production enterprises and warehousing enterprises for key guarantees.
The government attaches so much importance to the reserve of mask resources. Will the mask industry chain, which is already in tight supply, increase prices again?
Upstream crude oil, polypropylene and other raw materials have exploded in price! Meltblown cloth rebounded and the cost support stabilized!
Although meltblown cloth plummeted by more than 330,000 yuan after the country took action to suppress it, the upstream raw materials of meltblown cloth are soaring.
In May, crude oil surged, regaining its position at the $30 level from a low of $6.5. The price of WTI crude oil has reached $34.486, which has rebounded and surged by about 431% compared to the low.
Seeing the increase in crude oil prices, crude oil exporting countries have begun to “gloom”. Saudi Arabia and Russia have announced that crude oil prices have increased for China. price.
Recently, Russian oil companies announced that they would increase the price of crude oil exported to Asia. The latest market news on Wednesday showed that Russian oil company Surgut sold July Pacific Ocean (ESPO) pipeline blended crude oil at a premium of about US$3.4-3.5 per barrel.
Saudi Arabia also raised export prices. Saudi Arabia plans to increase the price of Arabian light oil sold to Asia in June to US$6.50/barrel, which is a premium of US$1.40/barrel to the Oman/Dubai average price. At the same time, in order to raise international oil prices, Saudi Arabia also promised to reduce crude oil production by an additional 1 million barrels per day starting in June.
Although polypropylene futures prices have not risen sharply, they are still stable at 7,000 yuan/ton.
Shortage of supplies, melt blown Cloth rose to 3.5 million normally
As the production capacity of masks increases, the supply of melt-blown cloth, which is the “heart” material of masks, cannot keep up for a while. 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.
About price trend chart of melt-blown cloth
The price has been skyrocketing, and the supply was once in short supply, causing many “scumbags” to recommend In order to make a fortune by selling meltblown fabrics, many small workshops that did not meet the standard of product quality urgently “transitioned” to produce meltblown fabrics. Counterfeit and shoddy products are also flooding the market, causing many safety hazards to the meltblown fabric market.
However, as the country vigorously cracks down on fraud, the meltblown fabric market will eliminate a number of unqualified companies. A meltblown cloth productionAccording to the company, 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 number of melt-blown cloth manufacturers in the midstream was previously small. Melt-blown equipment is expensive and there are gaps in key components. The equipment delivery period is long, and it is difficult to quickly expand the production line. 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 doubled and skyrocketed!
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 have increased in price across the board
Wanhua Chemical’s quotation on May 25, methyl tert-butyl ether in Shandong increased by 100 yuan / ton to 3,900 yuan / ton, East China and South China regions increased by 150 yuan / ton to 3,900 yuan / ton and 3,700 yuan / ton respectively. 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.
▶▶The price of ethylene oxide increased
On May 25, environmental protection in North China The ex-factory price of oxyethane was increased by 300 yuan/ton from the 22nd, and the external price was 7,000 yuan/ton. The main reason for this increase is that the raw material ethylene has stopped falling and risen under the favorable support of the sharp rebound of international crude oil. In addition, the ethylene oxide regional device has been shut down for maintenance, and the on-site resources are tight, creating a strong bullish atmosphere.
▶▶The prices of other chemical raw materials increased
On May 24, the propylene price of Daqing Zhonglan Petrochemical Co., Ltd. increased by 50 yuan/ton to 6,212 yuan/ton. . On May 22, the market price of bisphenol A was 9,960 yuan/ton, which was an overall increase of 13.18% from the market price of 8,800 yuan/ton on May 5. On May 22, acetone was quoted at 8,175 yuan/ton, an overall increase of 11.6% from the acetone market quote of 7,325 yuan/ton on May 5. On May 22, the average price of n-butanol was 5,666 yuan/ton (all including tax), which was an increase of 180 yuan/ton, or 3.34%, compared with the reference price of 5,483 yuan/ton on May 15. On May 22, Tangshan Baotie’s total production capacity of maleic anhydride was 30,000 tons, and the quoted price of maleic anhydride was 6,100 yuan/ton, which was increased by 100 yuan/ton. On May 22, the ex-factory price of high-grade ethylene glycol products from Yanshan Petrochemical Company of Sinopec North China Branch was 3,700 yuan/ton. The price increased by 100 yuan/ton from the previous trading day, an increase of 2.78%. On May 22, the mainstream transactions in the Shandong propylene market were stable at 6950-6950 yuan/ton, with a small number of offers hitting a high of 7000 yuan/ton, a cumulative increase of 1150 yuan/ton, or 19.83%, from the low of 5800 yuan/ton at the end of April. . This round of continuous rising prices has lasted for more than 20 days, with the daily increase maintained at 50-100 yuan/ton, and the increase is relatively slow.
If reserves such as masks are officially included in the national strategic reserve! The wave of chemical price increases is officially coming!
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 learning 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/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 and the improvement in market order receipts, this wave of chemical price increases may continue, but the trend is relatively turbulent. </p
