Layout of the whole industrial chain and continuous expansion of mask production army of listed companies

category:Finance
 Layout of the whole industrial chain and continuous expansion of mask production army of listed companies


In addition to external sales, many listed companies mainly produce masks to meet their own needs for resumption of work and production. Some listed companies donate masks to areas with serious epidemic situation to help fight against the epidemic situation.

Some companies in the early layout of mask business on the basis of further production. Taking Sanxin medical as an example, the company announced on February 28 that on the basis of obtaining the temporary certificates of disposable medical masks (non sterile) and medical surgical masks (non sterile) issued by Nanchang municipal market supervision and Administration Bureau, the company applied to Jiangxi Provincial Food and Drug Administration for the registration of class II medical devices of disposable medical masks.

Part of the companys cross-border production of masks is mainly for the need of resumption of production. Taking industrial Fulian as an example, the company said on February 6 that the production of new medical masks is needed to cope with the epidemic. It is expected to achieve a production capacity plan of 2 million per day by the end of February, giving priority to the production of epidemic prevention guarantee for nearly one million employees of Foxconn technology group. In the future, depending on the situation, we will actively provide external support to provide strong support for epidemic prevention and control.

Shuanglin Co., Ltd. announced on February 25 that in response to the requirements of Ningbo City to do a good job in epidemic prevention and control, and in combination with the companys resumption of employment, it is planned to build a new mask production line for the production of emergency protective civil masks, disposable medical masks (non sterile) and other medical protective articles. The company has invested 4 production lines of masks in total, and the maximum production capacity is about 500000 pieces / day after all of them are put into production.

Some listed companies produce masks for donation. Taking brand new good as an example, the company plans to donate 20 tons of second-generation sterilized tissue and 1 million sterilized masks to Wuhan Red Cross Society, Shenzhen Charity Society and other organizations. On the evening of February 26, the company announced that its subsidiary zero health purchased 3 sets of mask manufacturing machines from Longhe technology.

The production of masks has been expanded, and the demand for masks has increased greatly. Relevant listed companies have increased the production of masks. Taking golden sun as an example, the company said on the interactive platform of investors on February 25 that the market has a large demand for high-speed automatic masks, and its holding subsidiary golden sun precision is fully expanding its production. There are foreign customers interested in ordering high-speed automatic mask machine, golden sun precision will give priority to domestic customers, only after meeting domestic orders can we consider exporting.

Break through the bottleneck

Demand is booming, and listed companies are switching to masks. The production capacity of masks has been improved, and the supply of upstream raw materials such as melt blown cloth is tight, which has become the bottleneck for the production expansion of masks. In this context, many listed companies have turned to produce such mask raw materials as melt blown cloth, which is a solution for the downstream.

Taking Sinopec as an example, the company said on February 25 that it would build 10 melt blown cloth production lines to alleviate the shortage of core materials for domestic masks. The melt blown cloth is mainly used for the filter layer in the middle of the medical mask. Sinopec will invest about 200 million yuan this time to build melt blown non-woven fabric (melt blown fabric) and spunbond production lines in Beijing Yanshan Petrochemical and Jiangsu Yizheng Chemical fiber enterprises.

In addition to the melt blown cloth, the melt blown polypropylene upstream is also in short supply. In the face of this situation, many listed companies speed up the production capacity of melt blown polypropylene. Taking Guoen Co., Ltd., the leader of new material industry in China, as an example, the company has been working in the field of polymer modification for more than 20 years, with strong technology accumulation and mature R & D team. Facing the shortage of melt blown polypropylene for face mask, the company has entered into the queue of melt blown polypropylene production enterprises.

On February 27, Guoen Co., Ltd. disclosed the 2019 performance express report, saying that the project team should be set up as soon as possible after resumption of work to carry out equipment transformation on the basis of the original formula. According to different product grades (including N95 masks) and customer requirements, two processes of master batch addition and blending extrusion should be adopted to rapidly complete the large-scale production of melt blown polypropylene for masks, and at the key melt flow rate Rate indicators to achieve industry leadership. Guoen said that the company will prepare the next round of production increase plan and start the transformation of some production lines in various bases across the country. In the future, the capacity of melt blown polypropylene is expected to exceed 300 tons / day.

Debon lighting cross-border into the production of melt blown polypropylene. The company said that its subsidiary Debang plastic melt blown polypropylene related business was in the start-up stage, just started mass production, with a small business scale, which had little impact on the operating performance of listed companies. At present, the company only signs supply contract with one downstream customer.

At present, the supply of masks is still in short supply. In particular, novel coronavirus pneumonia is spreading rapidly as the epidemic of new crown pneumonia is spreading abroad.

From the supply side, according to the data of China Textile Business Association, in 2018, the output of masks in China was 4.54 billion, accounting for 50% of the global output. Affected by the epidemic, 30 provinces, regions and cities have successively added new production lines for masks. According to the data released by the national development and Reform Commission, as of February 22, the daily output of domestic masks reached 54.77 million, 3.8 times of the daily output at the beginning of the month and 4.4 times of the daily output in 2018. In order to meet the domestic market demand and export, we need to continue to increase the production capacity of masks.

Many regions continue to increase the production of masks. In Fujian Province, for example, the number of mask manufacturers has increased to more than 50, and the daily production capacity has increased from less than 300000 at the end of January to more than 10 million. The development and Reform Commission of Fujian Province has made a clear understanding of the basic situation of mask production enterprises in the whole province, comprehensively grasped the production capacity, daily output and actual daily transfer out volume of enterprises, considered the necessity and possibility of expansion, conversion and new production capacity of enterprises as a whole, and supported enterprises with conditions to rapidly expand the production capacity of masks.