Due to the impact of the epidemic, how is the meltblown fabric that became popular all over the world now?
The quotations of melt-blown fabrics on May 14 fell more than the previous trading day.
Melt-blown fabric price in East China:
Grade 90 spot price is 423,000/ton
The spot price of grade 95 is quoted at 660,000/ton
The spot price of grade 99 is quoted at 670,000/ton
Melt-blown cloth price in South China:
90 grade 10-day futures reported 409,000/ton
95 grade 8-day futures quoted 649,000 / ton
99 level 10-day futures quoted 651,200/ton
Spot South China Prices in the region are generally higher than those in East China, and Shandong is a price depression. It should also be noted that in the Jiangyin area of Wuxi today, the price of 90-grade (85-90) fabrics has been sold to less than 20w.
First, the area has added large-line production capacity of more than 1.2 meters. Recently, there has been a concentrated release, and there has been a corresponding increase in products under 90, and a large number of 50 and 65 small machines will be withdrawn from the market in the near future;
Secondly, this area has concentrated a large number of defectors in the industry, due to the lack of confidence in the short-term market. The unoptimistic judgment is that the inventory in hand is eager to sell, resulting in a short-term situation of killing more and killing more;
Third, European and American exports have various qualification certification and whitelist requirements, as well as domestic official requirements The tough attitude of requiring exporting countries to accept GB 2626 has restricted the export business negotiations of many qualified mask factories. Other mask factories with incomplete qualifications are afraid to accept orders, or have no orders to accept, which has caused The demand side of meltblown cloth below 90 and 95 has been reduced.
However, the production capacity gap of 95+, 97+, and 99+ meltblown cloth is still large, the price is still strong, and the real 99+ cloth is still hard to find.
55 of the 255 businesses in Chunjiang Town, Jiangsu Province were shut down and 326 demolition equipment were seized
Binjiang Economic Development, Changzhou City, Jiangsu Province District Chunjiang Town conducted a dragnet investigation on 252 business entities engaged in meltblown cloth manufacturing. As of April 20, the law enforcement team dispatched a total of 1,048 inspectors, inspecting a total of 106 companies, banning 25 companies on site, and suspending operations for 71 companies. 10 companies have not yet started production. A total of 55 companies have been shut down, a total of 90 production equipment has been seized, and 236 off-site equipment have been dismantled.
Melt-blown cloth went from “grassroots” to the forefront and then to the top of the wave
Melt-blown cloth, which has been “sitting on the bench”, was quickly sent to the C position by the sudden and spreading epidemic. Posted as a hot search. From March 1 to April 30, the world exported 71.2 billion yuan of major anti-epidemic materials, including 27.8 billion masks. This once extremely cheap melt-blown cloth suddenly became a global “hard currency”.
Under the huge profits, people’s hearts are surging. A large number of speculators have smelled the smell of money and swarmed into the melt-blown fabric market. Small and medium-sized melt-blown fabric production companies have experienced blowouts in the short term. Various The chaos is self-evident. Faced with this situation, the country has successively promulgated policies to strictly control the chaos of meltblown cloth, and will attack with a sharp sword any behavior that challenges the government’s bottom line. It has to be said that meltblown cloth has indeed created many myths about getting rich, and it has also made it difficult for more blind investors to get off the ground. Opportunities can send people to the forefront, or they can push them off the wave. But even if the market cools down, the market demand for meltblown cloth is still huge.
The gap is huge, and the meltblown cloth market is still a hot spot
In order to cope with the demand, large enterprises have borne the brunt, suspending their own business and turning to fabric manufacturing. Recently, Polyfluoro Chemicals has put into production an annual output of 4,000 tons of melt-blown cloth, Huaren Pharmaceutical has renovated three melt-blown cloth production lines with an annual output of 1,000 tons, and Ogilvy Medical invested 1 billion yuan to build a new protective equipment production base including melt-blown cloth. Sinopec’s 16 meltblown cloth production lines with an annual output of 13,500 tons have all been completed.
Although major companies are working hard to produce, the gap in the industry is still relatively huge, which is far from meeting the strong market demand. As of the end of April, domestic meltblown fabric production was around 200 tons/day, which was still unable to fully meet domestic demand, not to mention the huge export space abroad. While the foreign epidemic has not yet dissipated, formal meltblown fabric companies with complete qualifications can still profit from this trend. On the contrary, the money printing machines in the dreams of those industry “newcomers” who are eager for profits will eventually be disillusioned and become money shredders, and they will inevitably sigh.
Preface to the development history of meltblown cloth in China
According to statistics from the China Industrial Textiles Industry Association, in 2018, the national melt-blown nonwoven The actual output of fabrics is 53,500 tons per year, and there are 136 continuous production lines with widths above 1.6 meters. The output accounts for only 1% of all nonwovens output. Relatively speaking, meltblown is a “small and specialized” type of all nonwoven processes. It is suitable for slow cultivation and strength in certain niche areas.
The origin of melt-blown nonwovens
In 1954, the United StatesFrom 2010 to 2018, including Jiangyin, Zhangjiagang, Kunshan and other southern Jiangsu regions, Hubei Xiantao, northern Jiangsu Suqian, and Anhui Tongcheng regions, the market spontaneously put 10 production lines into operation in small circles. At the end of 2015, Jiangxi Tianlu put into operation its first production line, filling the meltblown gap in Jiangxi Province.
In early 2015, the broadcast of “Chai Jing Smog Investigation: Under the Dome” made hundreds of millions of people aware of the dangers of smog, and directly gave birth to the concept of “smog masks” an application field. The large number of applications of air purifiers has led more purifier manufacturers to directly intervene in the melt blown field. From 2015 to 2018, Shenzhen Chinatex, Tianjin TEDA, Shandong Junfu, Handan Hengyong and other companies entered the high-efficiency and low-resistance field. Jiangsu Yimao, Shanghai Mingguan, Zhejiang Jinhai, Shaanxi Keda and other companies also successively entered the field during this period. Installed a 1.6-meter-wide melt-blown production line.
Under the concept of haze, the melt-blown industry has also been rapidly stimulated. In 2019, meltblown cloth in the field of air purifiers is all over the place. Let’s remember an episode: the purification field stalled. In the profit betting agreement between Shenzhen Chinatex and Chongqing Zaisheng, the founder team directly lost the company’s controlling stake, and Chongqing Zaisheng directly held about 74% of the shares.
Melt-blown application market, in addition to the two major categories of mask filter materials and sound-absorbing materials, other application areas include air filtration, wipers, oil-absorbing cotton, liquid filtration, insulation materials, etc. They are all more niche, with narrower subdivisions and more professionalism.
The development of SMS series composite nonwovens in China is another category. Thanks to the growth of the medical and sanitary materials fields, its development history in China needs to be written separately. This The story inside is also more exciting.
In February 2020, all melt-blown production lines in all the above application fields entered the field of masks.
In early March 2020, oil-absorbing cotton could no longer be ordered, and only one company produced sound-absorbing materials.
In 2020, the newly put into production melt-blown production lines are as follows:
On February 28, Nanning Qiaohong New Materials announced that the 2019 margin spinning project The wood pulp system in the plant was shut down and medical-grade meltblown materials were produced.
On March 2, Yibin Siliya trial-produced melt-blown products and reached a daily output of 1 ton on March 8.
According to relevant news reports, on March 6, 2020, two melt-blown production lines of Sinopec were put into operation at the Yanshan Petrochemical Plant, and a live webcast was conducted from 23:00 on the 6th to 23:00 on the 8th. . The Yizheng Petrochemical production line is expected to be put into operation on April 15 and the end of May. A total of 10 melt-blown production lines will be used for masks.
Shanghai, Jiangsu, Hubei and other places have also successively put several production lines into operation.
It is expected that more production lines will be put into operation across the country in May. Ordering information from equipment factories shows that at least 200 production lines The deposit has been paid, can it be put into production on time? After it is put into production, where will the new line go?
God bless China, the epidemic is basically coming to an end.
There are all kinds of life, everything in the world, gods and monsters appear on stage, those on the stage are still performing hard, and those watching the excitement in the audience have gradually left the stage.
Noisy, the big drama that started in the spring of 2020 is coming to an end, right?
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