The fight against the epidemic is still ongoing, and masks are still in short supply. Whether it is the production of masks or the raw materials needed to produce masks, we must still make every effort to ensure it.
Take the raw materials required for medical surgical masks as an example. The outer and inner layers are made of medical-grade spunbond non-woven fabrics, and the filter layer (middle layer) is made of melt-blown fabric. Among them, the chemical fiber raw materials for spunlace non-woven fabrics needed to produce masks and other products include polyester short fiber for spunlace non-woven fabrics and a viscose short fiber. Meltblown cloth has good filtration, barrier, heat preservation and adsorption properties, and is known as the “heart” of the production of medical and protective masks. In addition, spandex filament is used in the production of mask ear straps.
Recently, on the basis of ensuring the health and safety of employees, many chemical fiber companies have either operated their equipment at full capacity or overcome multiple technical difficulties, all just to ensure the supply of raw materials needed for the production of anti-epidemic materials. As a result, It fully demonstrated the “power of chemical fiber” in winning the battle against the epidemic.
Yizheng Chemical Fiber urgently built a melt-blown cloth production line
If it had not been for an extraordinary period, Sinopec Yizheng Chemical Fiber would never have thought that it would still be possible in the development process of the enterprise. The day will come when we will enter the downstream of chemical fiber. But now, Yizheng Chemical Fiber is going all out to undertake the urgent task of building a meltblown cloth production line.
Yizheng Chemical Fiber is currently speeding up the construction of a melt-blown cloth production line.
On February 24, Sinopec announced that in response to the severe national epidemic prevention and control situation and the shortage of core raw materials for masks, Sinopec will use its own raw material production advantages to invest approximately 200 million yuan to quickly build 10 meltblown cloth lines. production line. Among them, 8 meltblown cloth production lines are constructed by Yizheng Chemical Fiber.
On March 10, the Sinopec Information Office announced that in order to further enhance the market’s ability to ensure supply and stabilize raw material prices, 10 meltblown cloth production lines (with a production capacity of 18 tons/day) were urgently launched in the early stage. , adding 6 more production lines at Yanshan Petrochemical and Yizheng Chemical Fiber to increase meltblown cloth production capacity by 12 tons/day. It is expected that after all operations are put into operation at the end of May, the production capacity will be 30 tons/day.
At present, on the one hand, the production and supply of meltblown cloth in my country are seriously insufficient, and the supply exceeds demand. It has become a “stuck” link that restricts the further increase in mask production, and has attracted great attention from all over the country. Even if mask manufacturers are able to purchase meltblown cloth, the price per ton of their products has soared from about 18,000 yuan before the outbreak to more than 100,000 yuan or even more than 200,000 yuan. But on the other hand, the investment in the construction of a meltblown cloth production line is relatively large, and the production and installation cycle of the equipment is relatively long, which generally takes 3 to 5 months under normal circumstances. Many companies that produce melt-blown fabrics in China often import core components such as melt-blown spinnerets from Kason, Japan. However, the delivery cycle and assembly time of imported products are longer.
The chief technical engineer of a company said that during the chemical fiber spinning process, the filaments sprayed out from the spinneret will be drawn at high speed to form sufficient strength. The filaments ejected from the equipment that produces melt-blown cloth are generally not drawn. They rely on the pressure of the spinneret and are stretched by a certain air flow, and then sprayed on the rotating drum or mesh, where they bond with each other to form melt-blown fabrics. cloth. Therefore, in the production process of melt-blown cloth, the spinneret and spinneret die are critical.
“Our country currently has similar or even the same materials and processes as Japan’s Carson, but there are still efforts in the fine processing of composite spinning, large diameter processing, and the processing of special spinnerets and components such as carbon fiber. space.” Wang Huaping, deputy dean of Donghua University Research Institute, told reporters.
Coupled with the concern that after the epidemic has passed, the market demand for melt-blown cloth will be relatively limited under normal circumstances, which has inhibited the current enthusiasm of many companies to invest in the construction of melt-blown cloth production lines to a certain extent. Under this situation, Sinopec stepped forward to address the country’s urgent needs, which reflects the high level of responsibility of a state-owned enterprise.
A heavy responsibility falls on the shoulders of Yizheng Chemical Fiber. After receiving the urgent task assigned by Sinopec, Yizheng Chemical Fiber quickly established a project construction leading group and project department headed by the main person in charge and participated by heads of various departments to be fully responsible for project organization, coordination and five major control tasks. Immediately afterwards, Yizheng Chemical Fiber started work intensively from three aspects: project design, equipment procurement, and engineering construction.
On March 1, the feasibility study report of Yizheng Chemical Fiber’s annual output of 4,000 tons of polypropylene melt-blown nonwovens project passed internal review. This meeting made it clear that the project plans to use domestic mature melt-blown polypropylene nonwoven fabric complete sets of technology and equipment to build a total of 8 melt-blown nonwoven fabric production lines with a production capacity of 500 tons/year and a total production capacity of 4,000 tons/year. The sites required for the project, as well as public works and auxiliary facilities such as water, electricity, and gas, will fully rely on and tap the existing capabilities of Yizheng Chemical Fiber to minimize investment, reduce risks, speed up construction, and enhance the competitiveness of the project.
It is understood that the eight melt-blown cloth production lines built by Yizheng Chemical Fiber can produce 8 tons of N95 melt-blown cloth per day, or 12 tons of raw materials for medical flat masks. These raw materials can produce 2.4 million pieces of N95 masks.
Produced 12 million pieces of medical flat masks. All production lines of Yizheng Chemical Fiber are expected to be completed one after another after April 15 and put into production by the end of May.
Secretary and executive of Yizheng Chemical Fiber Party Committee
Huaxi Co., Ltd. is another large-scale enterprise in China that produces spunlace special polyester staple fiber. The enterprise currently has an annual production capacity of 400,000 tons of polyester staple fiber. In addition, the diversified business segment of Huaxi Pharmaceutical has also invested in companies such as Italy’s Nerviano Medical Science Group (NMS Group) and Chengdu Quanyuantang Pharmacy Chain Co., Ltd.
On February 13, with the assistance of the Association of Chinese Enterprises in Italy, NMS Group donated the first batch of emergency medical protective materials to Huanggang, Hubei Province in Milan, including disposable surgical masks and medical goggles. On February 19, the share price of Huaxi Shares increased by 8%, ranking first among dozens of stocks in the chemical fiber sector that day; on February 20, its share price exceeded the daily limit. For three consecutive trading days from February 18th to 20th, the daily closing price increase deviation of Huaxi Shares accumulated by more than 20%. On February 21, Huaxi Stock issued an “Announcement on Abnormal Stock Trading Fluctuations”.
Wang Hongyu, Secretary of the Board of Directors of West China Co., Ltd. recently responded to investor inquiries on the Oriental Fortune Interactive Platform and said that the company’s spunlace polyester staple fiber production accounts for about 50%. The company’s current production and operation conditions are normal and the product market is Prices are stable. When an investor asked whether NMS Group produces masks and related medical protection products, Wang Hongyu made it clear that it does not.
For three consecutive trading days on February 21, 24, and 25, the daily closing price increase deviation of Jiangnan High Fiber accumulated by more than 20%. On February 26, the company issued an “Announcement on Abnormal Stock Trading Fluctuations”. As of February 25, the company’s static P/E ratio was 53.05 and its rolling P/E ratio was 71.03. According to relevant classification statistics, during the same period, the overall static price-to-earnings ratio of the “chemical fiber manufacturing” sector stocks was 25.71, and the rolling price-to-earnings ratio was 20.08. In this regard, Jiangnan High Fiber stated in the announcement that polyester composite short fiber is one of the company’s main products. This type of fiber is mainly used to produce hot-air hot-rolled non-woven fabrics and dust-free paper, and is widely used in the production of diapers and hygiene products. disposable sanitary products such as towels, but the company does not produce masks, and there are no mask manufacturers for downstream customers. The company’s current production and operation activities are normal.
Aoyang Health, whose main businesses include viscose staple fiber and medical health, announced on February 11 that it will increase its investment in Suzhou Lotte Protective Products Co., Ltd., which produces various types of medical and protection-level masks for adults and children. Meet the demand for masks in hospitals and retail terminals. Xinlong Holdings mainly produces medical protective materials such as spunlace nonwoven materials and polyester spunbond nonwoven materials. Xinxiang Chemical Fiber’s spandex products are the raw materials for producing mask ear straps.
For three consecutive trading days from February 24th to 26th, the deviation from the closing price increase of Xinlong Holdings exceeded 20%. On February 27, the company issued an “Announcement on Abnormal Stock Trading Fluctuations” stating: “Faced with the current shortage of mask materials in the market, the company has tried its best to improve the supply capacity of this type of products and prioritized ensuring domestic market demand. As the epidemic has been effectively In order to prevent and control the epidemic, the company’s production bases in Hainan and Hunan have fully resumed work in mid-February, and most of the production bases in Hubei have also resumed work. In the future, the company will apply for full resumption of work in accordance with the government’s requirements for epidemic prevention and control.”
On February 28, the stocks of Aoyang Health, Xinlong Holdings, and Xinxiang Chemical Fiber all exceeded their daily limits. On March 2, Xinlong Holdings’ shares reached their daily limit again. On March 3, Xinlong Holdings issued another “Announcement on Abnormal Stock Trading Fluctuations”. On March 6, West China Holdings, Aoyang Health, and Xinlong Holdings raised their daily limits again. On March 9, affected by the news that some bamboo fiber products can produce non-woven fabrics, and that they have cooperated with downstream enterprises in the industrial chain to develop and produce bamboo fiber masks, Jilin Chemical Fiber’s stocks hit the daily limit; Xinxiang Chemical Fiber, Xinlong Holdings, and Aoyang Health once again daily limit.
As of the close of trading on March 9, in terms of the cumulative stock price increase this year, Xinlong Holdings has reached 71.22%, Jiangnan High Fiber has reached 60.29%, Jilin Chemical Fiber has reached 35.19%, Xinxiang Chemical Fiber has reached 35.14%, and West China has reached 35.19%. The shares are 30.22%, and Aoyang Health is 29.41%.
“Since the outbreak of the new coronavirus in China, the company’s orders for mask consumables have increased significantly, which will have a certain positive impact on the company’s operating performance.” Xinlong Holdings stated in the announcement.
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