RE:Investigation of | nissan mask over 100 million, why not buy
"200356 published on 2020-03-16 10:35:11
Since the outbreak of new crown pneumonia, masks have been a topic of concern, and "difficult to find a cover" has become a problem for many people. On March 2, the national development and reform commission announced that "the daily production capacity of masks both exceeded 100 million", which initially relieved consumers' "mask anxiety". But recently, as the pace of the resumption of production across the country accelerated, the demand for public masks is increasing, ordinary consumers want to buy masks is still not so easy. When will the situation be solved? With a lot of problems, the reporter to the domestic mask production supply situation has been investigated.Over 100 million production capacity is hard to come byThis is an accelerating growth curve - in early February, China's daily production of masks more than 10 million, the daily production of more than 100 million in early march. The daily production of masks ranges from 10 million to more than 100 million in only 1 month.Data show that in early February, China's mask production capacity is about 20 million per day, the daily production of more than 10 million; On February 22, the daily production of masks reached 54.77 million; On February 25, the daily production of masks nationwide reached 72.85 million and the daily production reached 76.19 million. On February 29, the daily production of masks, including ordinary masks, surgical masks and medical N95 masks, reached 110 million and the daily production reached 116 million.It is not easy to walk out of such a "growth line" in such a short time.Since the outbreak of the epidemic, the national development and reform commission and other departments have made every effort to promote the resumption of production, giving priority to ensuring the employment, capital, logistics, supply of key raw materials and auxiliary materials of mask enterprises, guiding enterprises to effectively do their own epidemic prevention, ensure safe production and product quality under the premise of full capacity production. A special work has been launched to expand the capacity of surgical masks, and three groups of enterprises have been organized to increase production, expand production and transfer production through technological transformation to increase the supply of masks. In order to relieve enterprises' worries about production, the government will purchase more protective materials such as masks produced by enterprises to increase production and expand production capacity, and at the same time encourage local governments to introduce relevant support policies.All over the world is also in a race against time, do everything possible to improve the capacity of masks. For example, in shandong province, a major province for mask production, the department of industry and information technology of shandong province established a unified provincial dispatching mechanism for special periods, and adopted the mode of "one-to-one" production, "one-to-one" production capacity improvement and "one-to-one" operation to help enterprises to increase horsepower production and enterprises on vacation to speed up production. Shenzhen accelerated the "export to domestic sale". If the mask originally used for export meets the medical standards of the importing country, it shall be registered with the market supervision department for the record. As of March 2, there were 339 mask enterprises in guangdong province, with the production of masks soaring from less than 100,000 a day to more than 20 million a day.In the face of huge demand, sinopec, petrochina, foxconn, byd and many other enterprises have also "cross-border" production. Taking advantage of its own raw material production advantages, sinopec will invest about 200 million yuan to build 10 production lines of melt-spraying cloth, which can be used to produce 3.6 million N95 masks or 18 million medical masks. On March 9, gree electric appliances announced the sale of masks. According to the purchase rules, epidemic prevention materials are given priority to supporting the epidemic resistance. The masks are selected by lottery after appointment. Users who have successfully made an appointment can choose a box of disposable masks and disposable surgical masks of KN95 protection level. Reporters saw more than 470,000 bookings in the one-hour booking period on March 10.The raw material bottleneck has eased slightlyDespite the galloping, the gap is still huge. According to an analysis by huachang securities, China's second and third industries employ about 530 million people. In extreme cases, only secondary production + medical workers + transportation industry will need 238 million masks every day to resume production.Wansli silk digital printing co., ltd. is one of the first batch of civil mask manufacturers in zhejiang province, which has completed the production line transformation, worker training and mask proofing in only 6 days. Recently, wansli daily production of masks can be the first to break 1 million. "Now the biggest problem is the melt-spraying cloth, the gap is 1 ton per day." Wansli silk about the person in charge told reporters, a ton of melt-spraying cloth can produce about 1 million masks, now the company's melt-spraying cloth can only do a few days.Melt-spraying cloth is one of the core raw materials upstream of the mask production chain, known as the "heart" of surgical masks and N95 masks. The sudden outbreak of the epidemic, so that the usual less popular melt-sprayed cloth suddenly jumped on the hot search list, especially as the production of surgical masks continued to rise, melt-sprayed cloth even became available.Reporters through the state council client "key medical prevention and control materials production process joint zone" small procedures, contacted several release "urgently needed melt-spraying cloth" mask enterprises. According to reflect, the price of melting spray cloth is about 20,000 yuan/ton at ordinary times, since February, the price of melting spray cloth has been soaring, the highest time to more than 300,000 yuan/ton. "Even if the price is so high, we can't get the goods!" A person in charge of a face mask enterprise in changsha, hunan province, said frankly that if no longer buy melt-spraying cloth, the workshop must stop production, and this situation is not an isolated case in the peer.The market demand is so huge, melt spraying cloth production capacity why not increase?The personage inside course of study calculates a pen zhang for the reporter -- generally, a common medical surgical mask expends 1 layer (about 1g) melt gush cloth, an N95 mask expends 3 layers (about 3g) melt gush cloth. A maximum of 1 million surgical masks or 300,000 N95 masks can be produced with 1 ton of fusible spray cloth, excluding production losses.In recent years, the domestic melt-spraying fabric market development is relatively stable, the market capacity is also relatively limited. According to the statistics of China industrial textile industry association, in 2018, the national production capacity of fusion-spraying cloth is 83,240 tons/year, and the actual output is 53,523 tons/year, that is, the daily production capacity of fusion-spraying cloth is about 150 tons. In 2019, overall production capacity will also remain relatively stable. It should be noted that, before the outbreak, only a small fraction of the estimated 150 tons of production per day was used for medical purposes. Because of its filtration, heat insulation, oil absorption and other properties, most of the melting spray cloth is widely used in the automotive industry, filtration materials, environmental protection and other fields besides medical treatment.After the outbreak, the demand for masks, especially surgical masks and N95 masks, has exploded. So far, the country's production of 110 million masks is more than five times that of the conventional pre-epidemic masks. According to this calculation, since march, China needs about 55 tons of melt-spraying cloth for mask production every day."As far as I know, the supply and demand of melt-spraying cloth is basically in a tight balance." In zhejiang province, a person in charge of operation of the park who participated in the emergency production support dispatching work of the ministry of industry and information technology said that in addition to the overtime production and supply of melt-spraying fabric enterprises, some of the melt-spraying fabric is from the previous inventory, some is transferred from the automobile, environmental protection and other industries, and some is imported from overseas as supplement. As mask production capacity continues to expand, the price of melt-spraying cloth will certainly follow the market."Affected by the supply of melt-spraying cloth, it is mainly some small mask manufacturers and new mask enterprises just transferred from the production." The head, the mask prices are high, the local government to factors such as the drive, a batch of masks enterprises have sprung up around recently, because of no stable raw material supply channel, knowing that some small manufacturer with melt-blown cloth, also had to chase the high buy material, and large melt-blown fabric enterprises under the government as a whole the scheduling, raw material price is relatively stable.Longzhong information analyst wang jiaanan said, in addition to the market supply and demand relationship, the price of the decision melt-spraying cloth there are two factors: one is the upstream of melt-spraying cloth raw materials - melt-spraying material supply, two is its own production capacity constraints.It is reported that the melting spray material is the upstream of the melting spray cloth raw material, is a modified polypropylene product. As of March 2, the total production capacity of polypropylene in China has reached 26.32 million tons/year, and the market supply is sufficient. However, there are only about 10 modification enterprises in China capable of mass production of melting and spraying materials, and the overall production capacity is very limited."However, from the polypropylene melting and spraying materials market, sinopec has joined the industry, yanshan petrochemical, Shanghai petrochemical and private donghua energy are also producing melting and spraying materials, the supply side shows positive growth." Wang jiaanan believes that the future of polypropylene melt-spraying material overall to support melt-spraying cloth production demand.From the point of view of the melt-spraying cloth industry, it is still difficult to break through the production capacity bottleneck in the short term. According to rough statistics, the current business scope includes only 103 enterprises, mainly distributed in guangdong, jiangsu, shandong, henan and other provinces. Reporter contacted a melt-blown fabric enterprise located in nantong, jiangsu province, deputy general manager of the company Liu Shengyong said, compared with the mask production line, melt-blown fabric production technology content high, the investment cycle is long, "but melt-blown fabric market itself is not big, invest in a new production line frequently to tens of millions of yuan, the production line is the fastest also want 2, 3 months to build, how to say, after market investment risk is bigger".However, there are also enterprises more optimistic about the future of the melt-spraying cloth market. Shandong Qingdao a non-woven, said an official with the enterprise from the epidemic trend worldwide masks the supply gap is very big still, it should be said that mask production is guaranteed, and the state shall implement a mask production, surgical masks and other key epidemic prevention materials all out by the government, is not too much concern for capacity expansion."Dynamic adjustment" will become the normThe personage inside course of study thinks, although capacity is expanding, but the face mask that current company produces is deployed give priority to satisfy the demand of key area key crowd, enter retail channel less, also be one of the reasons that average citizen buys face mask hard at present stage.Chen hongyan, secretary-general of the medical equipment branch of China medical materials association, said that when the outbreak began, the original mask manufacturers' inventory had been almost completely divided up by dealers and the market before the Spring Festival, then the mask and other key medical supplies by the government unified management, unified allocation, to meet the needs of hospitals. In addition, although the current domestic epidemic is on the mend, but the foreign epidemic is increasingly serious, some mask resources may be diverted to foreign trade. These are the reasons why masks are hard to find on the market.But in general, as the outbreak eases and capacity expands, it is expected to gradually ease.Shengguang group is a large private enterprise in henan province, which is mainly engaged in the processing and manufacturing of medical equipment and the circulation of medical trade. A person in charge of shengguang group told reporters that the ministry of industry and information technology helped the company coordinate more than 50 mask production equipment, is expected to be in place in mid-march, when the daily production of masks will be increased from more than 300,000 to about 6 million.The company had five or six mechanics engineers, and the local government helped coordinate dozens of technical experts from local state-owned enterprises to help debug the equipment, the official said. "Now new equipment is coming in and production of old equipment is steadily increasing. If all goes well, the masks will be sterilized, analyzed and soon put into use."According to cong liang, secretary-general of the national development and reform commission, mask supply can be divided into two stages. Nearly a stage, with the resumption of work and production of the explosive growth in the demand for masks, the focus of the work has gradually turned to the general medical and general masks. Actively coordinate the production of key raw materials and equipment enterprises such as melt-spraying non-woven fabrics, mask machines and parts to meet the urgent need of mask enterprises to expand production capacity and improve the operation efficiency of the whole industrial chain.Currently, in addition to xizang, 30 provinces have added new production lines, and new production lines have been put into production. Cong said he believed that with the joint efforts of all parties, China's mask production capacity will continue to maintain a rapid growth, to better meet the epidemic prevention and control and resumption of production needs.We must both increase production and expand capacity and make rational use of them. Ou xiaoli, director of the social affairs department of the national development and reform commission, said that with the orderly progress of the resumption of work and production and the gradual restoration of living order, the demand for ordinary masks other than N95 will also grow rapidly, and the contradiction between supply and demand will increase. It is unrealistic to get to the point of "as many masks as you want" right now. So science USES masks as needed to reduce unnecessary waste, which is also necessary at present."