01 The launch of vaccines will rewrite the meltblown cloth industry pattern
Looking for a report from Plastics Viewpoint, in the past few months, the epidemic has had an impact on the macro economy at multiple levels; this means that if the vaccine is launched in the future, it will also have a profound impact on the macro level.
For the meltblown cloth-mask industry, this logic also exists. Once the vaccine is on the market and is proven to be safe, effective and durable, except for certain places where masks must be worn, the demand for masks will drop sharply. This is also the main reason why Meltblown Daily has been paying attention to the progress of vaccine research and development.
At present, there are about 165 vaccines in the trial stage in the world, 26 are in the clinical trial stage, 6 are in the phase III clinical trial stage, and 3 of them are from China.
The Chinese Drug Administration has recently issued guidelines to specify the safety, durability, and applicable population of the new crown vaccine on the market, and clearly require that the listed new crown vaccine should provide protection for at least 6 months.
02 Chen Wei's team won the first domestic new crown vaccine patent
According to the State Intellectual Property Office, the patent application for the new crown vaccine (Ad5-nCoV vaccine) jointly filed by Academician Chen Wei of the Academy of Military Medical Research of the Academy of Military Sciences and Cansino Biotechnology has been granted the patent right. This is my country's first new crown vaccine patent. . The patent was applied for on March 18 this year and was granted on August 11.
In order to fight the epidemic, Academician Chen Wei led a team to develop a recombinant new crown vaccine, and took the lead in entering phase I and phase II clinical trials at home and abroad, verifying the safety and immunogenicity of the vaccine.
The Phase III international clinical trial of the vaccine is progressing in an orderly manner.
On August 13, Cansino successfully completed the initial public offering and was successfully listed on the Shanghai Stock Exchange Science and Technology Innovation Board. Cansino's current issue price was 209.71 yuan per share, and the initial funds raised totaled 5.2 billion yuan. CanSino successfully listed on the Main Board of the Hong Kong Stock Exchange in March 2019, raising HK$1.357 billion (RMB 1.241 billion).
03 The Russian Deputy Prime Minister is infected with the new crown, the vaccine is useless?
According to the Russian Satellite Network, Russian Deputy Prime Minister Trutnev has tested positive for the new crown twice and confirmed the infection. Trutnev is currently the highest-ranking official infected in Russia, second only to President Putin and the country’s prime minister.
But the focus of the media's attention is not that he was infected, but how he hadn't used the new crown vaccine strongly recommended by the Russian government before. The vaccine has been at the center of public opinion since its birth. Recently, the well-known American expert Dr. Fauci also publicly criticized the vaccine, believing that it is not eligible for marketing.
The external media are still worried that other countries will follow the example of Russia's behavior and register in advance for the sake of face. This kind of rushing behavior is not conducive to vaccine research and development, and may cause many low-quality vaccines to enter the market. The consequence of blind vaccination is that healthy people will also be injured, which obviously goes against the original intention of developing a vaccine. At present, the WHO has also been involved in the research of the vaccine, and they asked Russia to come up with more undisclosed experimental data to support their conclusions.
04 Huaxi Eisai will build a production base in Dubai
At the recently concluded China-UAE Economic and Trade Digital Exhibition, Huaxi Eisai teamed up with the Liuzhuang World Mask Reserve Base in Changyuan, Henan Province to sign an agreement with the United Arab Emirates "Embrace China" Executive Committee. The two sides will establish global production of anti-epidemic materials in Dubai Base and product display center.
Huaxi Eisai Co., Ltd. was established in 1997 and is located in Dingluan Town, Changyuan City, Xinxiang, Henan, China. Since January, Huaxi Eisai has participated in the national purchasing and storage task of 16 million medical surgical masks and more than 260,000 sets of protective clothing. So far, more than 50 million disposable medical masks and 160 million medical surgical masks have been exported.
In the prevention and control of the epidemic, Henan Yadu Industrial Co., Ltd., another company that produces masks, exported hundreds of millions of masks and about 1 million pieces of protective clothing.
05 2020 mask price trend
At the beginning of the epidemic, the market demand for masks increased significantly, and it instantly became a hot spot in the industry. Now that the domestic epidemic has gradually stabilized, the price of masks has also begun to cool. The price was the highest in March. The price of ordinary flat masks reached 3 yuan. By the end of April, the price dropped to about 1.8 yuan. From May to now, it is basically about 1 yuan. The market has returned to rationality, and the price of masks from individual manufacturers has fallen below 1 yuan, and even a few dimes can get them.
As a mask machine in the mask industry chain, it may gradually lose its brilliance of creating brilliant performance in February and March this year.
As an important raw material for masks, the price of melt blown cloth is undergoing a major shift.
Some sources pointed out that the price of even the best quality melt blown cloth will not exceed 200,000 yuan/ton, and the price of the latest grade 95 melt blown cloth has dropped to about 120,000 yuan/ton. At present, the disposable medical masks sold on some e-commerce platforms are as low as 0.27 yuan each.
At present, a single ordinary medical mask is 90% or more cheaper than the peak period in February and March. The sharp drop in the price of masks means that the profits of mask manufacturers have shrunk.
06 Chinese mask dealers fight for survival
According to data from Tianyan Check, there are currently nearly 160,000 companies in my country that have “masks” in their business scope and are operating, surviving, moving in or moving out. Subject to industrial and commercial registration, from January 1 to May 31, 2020, my country's mask-related companies registered 70,802 new registrations, a year-on-year increase of 1255.84% compared with the same period in 2019. In April 2020, the monthly registration volume of mask-related companies reached 35,260, an increase of 97.24% compared with March; in May 2020, the registration volume of related companies decreased, with 10283 new companies added monthly, compared with April An increase of -70.84% month-on-month.
Agence France-Presse published an article on August 8, stating that the current strict examination standards for masks, coupled with the drop in prices, put Chinese mask manufacturers under greater pressure. According to relevant data from China Customs, from March to May, China exported more than 50 billion masks, and 74,000 mask production companies registered in China in the first half of the year alone.
The manager of a mask seller said that the price of masks has dropped from 1.7 yuan to 0.4 yuan, while raw materials have risen 30 times, which is a challenge for manufacturers. In addition, China has raised the relevant standards for exporting masks, requiring mask manufacturers to have certain qualifications, and some low-quality mask manufacturers will inevitably be eliminated.