Mask core melt blown cloth is in short supply and the industry is still worried about overcapacity

category:Finance
 Mask core melt blown cloth is in short supply and the industry is still worried about overcapacity


The approved pharmaceutical manufacturers are mainly concentrated in central and East China, and the top five provinces with the largest number of enterprises are Henan, Jiangxi, Jiangsu, Hubei and Guangdong. Specific enterprises include Sinopec, Foxconn, SAIC GM Wuling, BYD, Changying precision, oppo, vivo and other industry giants.

However, due to the supply of melt blown cloth, mask manufacturers all over the country are in short supply of raw materials.

On the afternoon of February 27, the 21st century economic report called more than 100 mask companies, and only eight of them were successfully connected, but each said that the production was seriously affected by the shortage of melt blown cloth.

Among the eight enterprises, two factories (from Xinjiang and Hubei) are directly supervised by government officials. Although mask manufacturers operate at their maximum capacity every day, they are still in short supply, unable to meet the needs of the government.

Meltblown cloth is the core material of mask. Medical masks and N95 masks are hamburger like structures composed of spunbond, meltbond and spunbond. Both spunbond and meltblown layers are made of polypropylene PP.

On February 2, at a press conference held by the Ministry of industry and information technology, Wang Wei, director of the raw materials department of the Ministry of industry and information technology, said that in 2019, about 900000 tons of high melting polypropylene fiber can be used for masks in China, and 900000-1 million disposable surgical masks can be produced per ton (corresponding to the annual production of 810-900 billion masks per year, daily production of 221-256 million masks per day), and 200000-250000 N95 medical protective masks can be produced (corresponding to the year The output is 1800-225 billion / year and the daily output is 500-600 million / day). The main production enterprises in China include Zhenhai Refining & Chemical, Shanghai Secco, Jingmen Petrochemical, Hainan Refining & Chemical, Maoming Petrochemical, Shijiazhuang Refining & Chemical, Guangzhou petrochemical, etc. The difficulty of raw materials mainly lies in transportation.

On the other hand, due to the low technical barriers in the mask industry chain, a large number of capacity influx in a short time, the industry has been worried about overcapacity.

At present, the production of masks in the factory has been fully restored, and the masks produced are uniformly allocated by the government. However, due to the shortage of raw materials, the purchase price of raw materials has soared dozens of times compared with the previous one. In order to increase the production of masks, the factory purchased a batch of new equipment, and the price of the equipment has increased several times compared with that before the epidemic. On the one hand, the purchase of equipment is in response to the requirements of the government, on the other hand, it is also the responsibility of the enterprise. But after the epidemic, the demand for masks will surely plummet, and the rate of new equipment will probably be idle, which also brings a lot of uncertainty to the enterprise. There is a mask manufacturer in Yunnan said. At the same time, some high-end mask manufacturers expressed similar views, and said that they have slowed down the expansion of production capacity due to concerns about excess.

It is hoped that the government will give more support to small and medium-sized enterprises in the province after the epidemic, for example, medical institutions in the province can use more medical supplies produced by manufacturers in the province. Said the head of Yunnan mask factory.