Is the mask not pretty? Some companies want to sell masks and some companies actively put them into production

category:Finance
 Is the mask not pretty? Some companies want to sell masks and some companies actively put them into production


Mask industry a: overcapacity? Shouhang high tech plans to sell the controlling shares of a mask company

On June 19, a notice issued by Capital Airlines high tech revealed a piece of information: the mask industry has excess capacity and entered the buyers market.

Shouhang high tech said that at present, the mask industry has entered the buyers market, with serious overcapacity, a large number of small and medium-sized mask enterprises have stopped production or reduced production, and the production and operation of small and medium-sized mask enterprises are more difficult.

It is reported that in February 2020, in order to alleviate the shortage of mask supply, Shouhang hi tech successively established Shouhang Jieneng (Quanzhou) Medical Technology Co., Ltd. and Tianjin Shouhang Jieneng Technology Co., Ltd. through its subsidiary Shouhang Jieneng Technology Co., Ltd., which mainly produce masks.

Shouhang high tech believes that these two mask enterprises have certain advantages, for example, the production environment is relatively standardized, the quality inspection system is perfect, and the qualification is relatively complete.

The controlling right of Shouhang Jieneng (Quanzhou) Medical Technology Co., Ltd. has already been bought by the buyer. After negotiation, Shouhang Jieneng Technology Co., Ltd. sold 90% of the equity of Shouhang Jieneng (Quanzhou) Medical Technology Co., Ltd. to Quanzhou huachain IOT Technology Co., Ltd. for a price of 34 million yuan.

Is there any overcapacity of masks? Another listed company, Hans laser, agrees that the mask capacity is saturated. At present, the number of masks delivered by the company has exceeded 1000, and the production capacity has basically returned to normal. Due to the gradual saturation of domestic mask production capacity, there is still some uncertainty in the subsequent equipment delivery, which does not rule out the possibility of cancellation of orders for customers who have not yet delivered masks, Hans laser told investors in early June

On June 15, in response to the inquiry letter, Yinghe technology said, as of March 31, 2020, the company has delivered 621 special equipment for respirators, and as of May 31, 2020, the company has delivered 795 special equipment for respirators.

From April 2020 to now, with the gradual and effective control of the domestic epidemic situation, according to the companys masks business plan, the company will continue to deliver 195 existing orders for hand masks, and the impact of future masks business on the companys business performance will not be sustainable. Yinghe technology said.

Mask industry B: Soyu special listed companies are still actively putting into production

However, many listed companies are still actively putting masks and related products into production, such as souyute.

On June 18, souyute announced that its wholly-owned subsidiary Dongguan souyute medical supplies Co., Ltd. (hereinafter referred to as medical supplies company) has obtained the registration certificate of medical devices of the peoples Republic of China (Registration Certificate No.: yuexizhu 20202140720) issued by Guangdong Drug Administration on May 29, 2020 The registration certificate is valid until May 28, 2021 (the renewal registration shall be proposed 6 months before the expiration of the medical device registration certificate).

The medical supplies company has obtained the medical device production license (license No.: ysyjx production license 20203733) issued by the provincial drug administration on June 8, 2020, and the license is valid until June 7, 2025.

At present, the medical supplies company has been listed in the list of medical material manufacturers with foreign standard certification or registration (i.e. white list of medical mask export) of China Chamber of Commerce for the import and export of medical and health products.

The four melt blown cloth production lines ordered by the company have all arrived, and are currently in the process of installation and commissioning, and are expected to be put into production by Kete company in late June 2020. Soyu said.

On June 17, the semi annual performance forecast for 2020 issued by superstar technology showed that during the reporting period, the company actively expanded the business of protective equipment and made every effort to promote the export of protective equipment, especially protective mask products. The orders of protective equipment delivered in the first half of the year will have a positive impact on the companys performance.

As of May 11, superstar technology has received orders from customers in the United States, Germany, Italy, the United Kingdom, New Zealand, Chile and other countries with a total amount of 95.65 million US dollars, accounting for about 10.21% of the operating revenue of the latest audited fiscal year (2019). Superstar technology has delivered protective masks to customers with a total amount of 34.78 million US dollars, Most of the remaining undelivered orders will be delivered to customers all over the world in the next four months. At present, superstar technology continues to receive orders for protective equipment from customers around the world, and actively organizes the supply and production capacity to meet the needs of customers.

On June 14, Chuangyuan culture mentioned in the survey of investors that the mask equipment and site configuration meet the medical standards, and the application has been submitted, which needs time for approval. Considering the continuity of the epidemic situation, the production capacity of masks will not be built in a large amount. If the existing production capacity is insufficient, outsourcing will be adopted. How is the mask unit? At the beginning of the outbreak, the supply of masks was in short supply, and many listed companies actively entered the market. Mask stocks rose and many stock prices reached new highs. However, after peaking in March, the share price of the mask concept stock fell rapidly, and there are signs of recovery in recent days. The whole plate has risen for four consecutive trading days. Some analysts believe that in the context of repeated domestic and international epidemics, it is expected that the relaxed epidemic prevention requirements will be raised again, such as mask wearing, nucleic acid detection, temperature measurement, etc., and the corresponding demand for epidemic prevention supplies will be raised again, including masks, forehead temperature guns, etc. New Beijing News shell financial reporter Yan Xia Editor Li Weijia proofread by Yang Xuli source: new Beijing News Editor in charge: Yang Bin_ NF4368

On June 14, Chuangyuan culture mentioned in the survey of investors that the mask equipment and site configuration meet the medical standards, and the application has been submitted, which needs time for approval. Considering the continuity of the epidemic situation, the production capacity of masks will not be built in a large amount. If the existing production capacity is insufficient, outsourcing will be adopted.

How is the mask unit?

At the beginning of the outbreak, the supply of masks was in short supply, and many listed companies actively entered the market. Mask stocks rose and many stock prices reached new highs. However, after peaking in March, the share price of the mask concept stock fell rapidly, and there are signs of recovery in recent days. The whole plate has risen for four consecutive trading days.

Some analysts believe that in the context of repeated domestic and international epidemics, it is expected that the relaxed epidemic prevention requirements will be raised again, such as mask wearing, nucleic acid detection, temperature measurement, etc., and the corresponding demand for epidemic prevention supplies will be raised again, including masks, forehead temperature guns, etc.

New Beijing News shell financial reporter Yan Xia Editor Li Weijia proofreader Yang Xuli