The price of melt-blown cloth plummeted by 150,000 yuan
Previously, the demand for masks surged, and the price of melt-blown cloth rose rapidly, from 18,000 yuan/ton before the epidemic to 2 From 200,000 yuan/ton at the end of the month, it doubled again to 520,000 yuan/ton in early March, a price increase of 29 times. Just over a week later, according to the Securities Times, the price of meltblown cloth has declined to a certain extent recently, from about 500,000 yuan per ton before, to about 350,000 yuan/ton, and the price plummeted by 150,000 yuan.
Some insiders told a reporter from the Securities Times: The abnormal upward trend in market prices has been suppressed, but overall, the tight supply of meltblown cloth materials has not been significantly alleviated.
It is understood that the futures price of polypropylene, the raw material of melt-blown cloth, fluctuates with oil prices and has little impact. The reason for the sharp rise in prices is mainly due to the serious imbalance between the supply and demand of melt-blown cloth, and downstream companies and individuals actively bid. The combination of factors such as procurement and promotion from some dealers has caused the unit price to soar. During the epidemic, many downstream mask production companies suspended production due to a shortage of meltblown cloth.
Some research institutions once believed that. At present, the main ways to expand production in the midstream include: original production companies increase production capacity through technology research and development, equipment conversion, etc.; some upstream petrochemical companies begin to build new production lines; companies with similar industrial lines renovate production lines to relieve the pressure on raw materials. For example, Dalian Ruiguang Nonwovens Group Co., Ltd. has increased its production capacity from 4-5 tons when it was put into production on January 28 to 80,000-100,000 tons through secondary research and development of key melt-blown technologies and process optimization.
In this situation, we will invest approximately 200 million yuan, take advantage of our own raw material production, immediately organize supply, and quickly build 10 meltblown cloth production lines at Beijing Yanshan Petrochemical and Jiangsu Yizheng Chemical Fiber.
On March 9, the first batch of products after the new melt-blown cloth production line of Sinopec Yanshan Petrochemical was completed and put into operation was sold and shipped, with a total of 35 boxes of 1.26 tons of melt-blown cloth to relieve the company’s mask The shortage of raw materials is urgent. It is understood that the melt-blown non-woven production line put into operation by Yanshan Petrochemical has an annual design production capacity of 14,400 tons, including two melt-blown non-woven production lines and three spun-bonded fabric production lines. It can produce 4 tons of N95 melt-blown cloth or 6 tons per day. Medical flat mask meltblown cloth. These raw materials can produce 1.2 million pieces (4 tons × 300,000 pieces/ton) of N95 masks, or 6 million pieces (6 tons × 1 million pieces/ton) of medical flat masks.
In addition, companies that produce automotive sound insulation cotton, melt-blown insulation cotton, melt-blown oil-absorbing cotton and other materials can switch to producing special filter materials for mask protection. From the current point of view, the expansion of production in the midstream link has ushered in a wave of production capacity release, which has also caused the price of meltblown cloth to begin to decline.
After overcapacity, product requirements are higher
It should be noted that according to a research report by Cinda Securities, there are currently many non-woven fabric manufacturers in China, and the non-woven fabrics for the upper and lower layers of masks Special materials for fabrics are not a constraint. However, special materials for melt-blown fabrics are a niche and unpopular field with relatively few manufacturers due to low profits and high technical requirements. The explosive growth in demand for masks has caused a periodic shortage of raw materials for meltblown cloth. However, after various companies actively expanded production, the supply shortage has been greatly alleviated. According to the latest announcement of Dawn Shares on March 10, “There have been many recent The company has newly launched the production of polypropylene melt-blown special materials. The market supply of this product is gradually increasing, and the industry faces the risk of overcapacity.”
Dawn Co., Ltd. once stated that the company’s melt-blown materials are exported to foreign countries and have received foreign orders. Exports account for a small proportion. In the near future, priority will be given to ensuring domestic demand.
Recently, the comprehensive demand for masks at home and abroad has been flattening. In the past, the market had to solve the problem of yes or no, but now it is obvious that the market’s requirements for product quality have increased. On a daily basis – an industry insider once told a reporter from the Securities Times. In addition, on March 19, the State Administration for Market Regulation publicly exposed the tenth batch of typical cases involving illegal prices of epidemic prevention and control supplies and livelihood commodities. It showed that the relevant parties involved have been investigated and the suspected crimes will be transferred to the public security organs for criminal responsibility.
Among them, the Market Supervision Bureau of Nantong City, Jiangsu Province inspected a company in Jiangsu. After investigation, the price of the party’s meltblown cloth was 45,000 yuan per ton on January 28, which rose to 60,000 yuan per ton on February 3, to 90,000 yuan per ton on February 10, and to 90,000 yuan per ton on February 14. 150,000 yuan per ton, rising to 200,000 yuan per ton on February 18, 300,000 yuan per ton on February 21, 550,000 yuan per ton at the end of February, and reaching a maximum of 560,000 yuan per ton on March 5 Yuan. The parties involved are suspected of illegal acts that constitute price gouging. The Nantong Municipal Market Supervision Bureau has opened a case for investigation into the parties concerned. If they are suspected of committing a crime, they will be transferred to the public security organs for criminal liability.
The midstream production capacity of melt-blown cloth has been released, and there is a risk of excess raw material production capacity. In addition, the market supervision department pays close attention to the commodity price of melt-blown cloth, and strengthens and standardizes price supervision during the epidemic prevention and control period. The price of spray cloth has dropped rapidly, which is also expected.
The price of masks dropped to 0.9 yuan/piece
The price of core raw materials, including meltblown cloth, began to fall, which reflected the release of upstream production capacity and the comprehensive supply of masks. So close.
Yesterday, according to the official WeChat public account of Guangxi Yixin Group, from March 20th to March 20th,On the 26th, 100,000 disposable medical masks were put on the market, each priced at 0.9 yuan, and citizens entered the mini program to make an appointment to purchase. In fact, with the gradual release of mask production capacity, masks in various places are no longer “hard to find” – local governments have successively launched affordable masks on the market. Judging from the current rate of mask price decline, many regions have already put masks on the market. The price drops to 0.9 yuan/piece.
Previously, the Liujiang Municipal Government released information that in order to further implement the decision-making and deployment of the autonomous region, municipal party committee, and municipal government on epidemic prevention and control, resolutely win the battle against epidemic prevention and control, and alleviate the problem of people’s difficulty in buying masks, Guizhong Pharmacy is actively preparing supply, purchased a batch of civilian masks and put them on the Liuzhou market to meet the citizens’ epidemic prevention needs. The number of masks released this time reached 600,000, and they were distributed in two batches. The first batch of masks was 300,000, and the masks were 0.9 yuan each.
Starting from 8:00 on March 10, the Taiyuan City Epidemic Prevention and Control Leading Group will continuously release a batch of people-benefiting masks to the society within half a month, with 100,000 masks being released every day at a benefit price of 1.0 yuan/piece.
In many areas, masks are now available for purchase.
According to Jinhua.com, the reporter visited many pharmacies in the urban area and found that with the easing of the domestic epidemic and the increase in supply, affordable masks have arrived in large quantities. “You may want to buy a few.” Buy a few.” Some pharmacy store managers said that currently there are sufficient stocks of masks sold in the store. The supply of masks will increase in the future, and the price of masks will also fall. Citizens and friends can understand and purchase according to their own conditions.
As the price of meltblown cloth drops and the supply is sufficient, masks will gradually ensure a comprehensive supply, and the phenomenon of “one mask is hard to find” will no longer exist.
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