The sudden epidemic caught all walks of life by surprise. In some industries, more than 5,000 companies have been cancelled or revoked since the beginning of the year, while the number of companies in some industries has grown as high as 2013.45%.
This amazing growth industry is the mask industry. The global demand for masks has also caused the value of "mask chip" meltblown cloth to soar, and the price has not increased by 40 times in half a year. The crazy meltblown cloth is like a "money printing machine."
The past and present of mask chip and meltblown cloth
Since the outbreak of the epidemic, meltblown cloth, called the "chip" of medical surgical masks and N95 masks, has become the most scarce raw material on the market.
The biggest difference between medical surgical masks, N95 and ordinary masks is that the key factor for them to become the core of "anti-epidemic" is the middle filter layer-melt blown cloth. Since the fiber density of meltblown cloth is 0.5-1 micron, and the virus is mainly transmitted through droplets and aerosols, the size of the virus at this time is more than 3 microns. Therefore, masks containing meltblown cloth have a certain effect on blocking viruses.
According to the introduction, as the "heart" of the mask, meltblown cloth is a kind of polypropylene with high melt index as a material, and a film made of many criss-cross fibers stacked in random directions. The production method is the same as that of marshmallows.
Before the epidemic, meltblown cloth had been in a relatively stable supply and demand market, with a price of around 20,000 yuan per ton. However, after the outbreak, the price of melt blown cloth seemed to have been on a roller coaster. In mid-February this year, the price of melt blown cloth had reached 80,000 yuan per ton, an increase of more than three times.
According to the statistics of the Spunbond Nonwovens Branch of the China Industrial Textile Industry Association, the production capacity of China's meltblown nonwovens in 2018 was 83,240 tons, and the actual output was 53,523 tons. And this corresponds to the demand during the normal period. Under the epidemic situation, the output is far from insufficient, the supply is less than the demand, and the price soars. In March of this year, the price of meltblown cloth once exceeded 500,000 yuan per ton. A melt blown cloth manufacturer stated that the production cost of melt blown cloth is high, the output value is low, and the technology content is high. Melt blown cloth accounts for 70% of the cost of masks. According to the current market price of masks, except for some speculative products, It is normal to increase to two to three million yuan/ton.
With the relief of the domestic epidemic, the price of meltblown cloth fell sharply in late March this year. From the previous 500,000 or so a ton, it dropped to about 350,000 yuan/ton, and the price plummeted by 150,000.
But soon, the international epidemic outbreak gave meltblown cloth another opportunity to soar in value. According to reports, the price of domestic melt blown cloth has recently experienced a second round of surge after adjustment some time ago. According to statistics from institutions a few days ago, from 21 manufacturers of melt blown cloth in 11 provinces such as Shandong, Tianjin, Hebei and Henan, the highest price of melt blown cloth is 500,000 per ton, and the lowest price is 430,000 per ton. Ton, the average price is 470,000/ton.
How was the "Hometown of Meltblown Cloth" born?
Tian Eye Check data shows that my country currently has more than 85,000 companies related to masks and respiratory protection, and there are more than 31,000 new ones from February 1 to April 13, 2020. Compared with the same period last year, the growth rate is as high as 2013.54%. Among them, there are more than 33,000 enterprises whose business scope includes "import and export", accounting for 38.51% of the total number of enterprises.
This does not include a large number of temporary small workshops. Driven by profits, from masks to melt blown cloth production have become new outlets, and these have also caused the price of raw materials to go up.
In this context, Yangzhong City, Jiangsu Province, has seen a rapid increase in melt blown cloth industry enterprises, which is known as the "hometown of melt blown cloth."
According to the Jiangsu Channel of People’s Daily Online, Yangzhong did not have an industrial cluster specializing in the production of melt blown cloth before. Only during the SARS period in 2003, there were a few local companies that produced short-term production, and since the profit of melt blown cloth was not high, they continued Conversion.
But under the epidemic, the temptation of "getting rich myth" brought by melt blown cloth is really too great. The huge profits have attracted a large number of speculators into the production of melt blown cloth. "Have you gotten melt blown cloth? How much is the machine now, and can't it be turned? Did you ship it yesterday?" Local residents must talk about melt blown cloth when they meet now.
According to the statistics provided by the Yangzhong Market Supervision Bureau, as of April 10, Yangzhong has registered 867 enterprises involved in the production and sales of melt blown cloth. "Almost all of these enterprises currently registered are newly registered or changed their business scope after the outbreak of the epidemic. Due to the lack of production equipment, at least half of them are currently not in actual production."
This fanatical "melt blown cloth nuggets" finally stepped on the brake button recently.
melt blown cloth forcibly calm
The chaos of meltblown cloth has been called a magical realism drama, with bad guys, scalpers, and inferior manufacturers appearing on stage.
The government finally took action to regulate and control, and the "Hometown of Meltblown Cloth" turned off overnight.
On April 16, according to Yangzhong’s announcement, Yangzhong City held a meeting to promote the regulation of melt blown cloth industry: Since March 20, it has been assigned and conducted centralized inspections on relevant issues that reflect melt blown cloth enterprises; as of the evening of April 15 , All melt blown cloth production and operation enterprises in the city have completely stopped production for rectification. In the next stage, Yangzhong City will strengthen its determination to rectify, strengthen its due diligence, ensure the effectiveness of rectification, and "cool down" irrational market behavior. The whole city will continue to make the standardization and renovation of the melt blown cloth industry the top priority of current work.
At the same time, the Ministry of Public Security is also launching special combat operations nationwide. According to the China Youth Daily, the Ministry of Public Security has so far cracked 20 cases and arrested 42 suspects, involving a total of 34.45 million yuan. This effectively deterred the criminal activity of raising the price of meltblown cloth and curbed the momentum of unintended price increases of meltblown cloth. .
The relevant person in charge of the Ministry of Public Security said that protective materials are an important guarantee for defeating the epidemic. The public security organs will always maintain "zero tolerance" for crimes related to epidemic protection materials. The lawbreakers of "financial" should rein in the precipice, otherwise they will be severely punished by the law.
As the Guangming Net commentary said: In fact, although the development of industry stems from the impulse of capital, if the wave of industry subsides, the interests of ordinary people will eventually be damaged, and government departments have to spend a lot of public resources to come forward to clean up the mess. At present, the global epidemic is still in the developing stage, but the domestic epidemic has been effectively controlled, and the epidemic trend in developed countries in Europe and the United States has also shown signs of slowing down. Sooner or later, a new balance in mask production will appear. If a producer mistakenly evaluates the market situation and enters the market rashly, it is likely to "catch a late episode" and eventually come back.