During the 2020 new crown epidemic, masks become a shortage of supplies

　　 Mask is a kind of medical protective equipment, which can reduce the risk of infection of respiratory tract infections by filtering the air entering the lungs, so as to reduce the damage of micro-pollutants in the environment (such as PM2.5, droplets) to the respiratory system. Masks have become the most important material in demand during the 2020 novel coronavirus epidemic in China. However, due to the severe shortage of market inventory, masks suddenly became a shortage of supplies during the epidemic.

　　 After the new crown virus epidemic in 2020, the Chinese people's consumption concept of masks has also changed, from non-essential normal products to necessary temporary protective equipment. It is expected that the development of the mask industry in 2020 will lead the field of protective equipment in China. IiMedia Consulting data shows that among the interviewed users, the number of masks used during the Chinese New Year is "5 or less", accounting for the largest proportion, accounting for 36.1%, followed by "6-10" and "11-" masks. The proportion of 15 people is 25.8% and 22.3% respectively. IiMedia Consulting analysts believe that from the survey data, 84.2% of the interviewees used a mask for multiple days during the Chinese New Year period (15 days), and there was a serious shortage of supply in the mask market.

　　 Over 100 companies involved in the mask industry in the first quarter

　　 With the disclosure of the performance forecast for the first quarter of 2020, the performance contribution of the mask business has been initially unveiled. Catalyzed by the production capacity of masks, Tianhua Ultra-Clean, Ogilvy Medical, Dawn, Yangpu Medical, Blue Sail Medical and Intech Medical, which are engaged in the production of masks, all achieved good results in the first quarter. Among them, according to Tianhua's ultra-net performance forecast, the performance in the first quarter of 2020 will be 45.920 million yuan to 48.337 million yuan, a year-on-year increase of 280% to 300%. Tianhua Chaojing said that in the first quarter of this year, the epidemic prevention and control products contributed about 23.33 million yuan to its net profit. According to statistics from the Securities Times and Databao, there are more than 100 A-share listed companies involved in the mask business, and many companies produce masks across borders.

　　 As the domestic epidemic situation stabilizes, the hard-to-find situation has ceased. Recently, there has been new news about disposable protective masks in China. It is reported that the price of disposable protective masks on related platforms has been as low as 0.31 yuan/piece, and the lowest ex-factory price has fallen to 0.13 yuan/piece.

　　 In May, the registration volume of masks and meltblown cloth companies dropped sharply

　　 The price of masks plummeted in a “jumping” style, and the air outlet was no longer, and the number of new “players” who chose to enter the mask plummeted. According to the company's data, as of June 8, the number of mask and melt blown cloth-related companies in the country was about 180,000 and 15,000 respectively. In May of this year, the registrations of masks and meltblown cloth-related companies were approximately 12,000 and 2,000, respectively. Compared with April this year, they fell by 66.16% and 55.5% respectively.

Compared with the supply of masks during the epidemic, the prices have risen, and the registrations of masks and meltblown cloth-related companies have risen again. According to company data, from February to April this year, masks and meltblown cloth-related companies have an average monthly registration number of about For 20,000 and 2,000. The registration volume of mask-related companies in March increased by 388.2% from February.

　　 "Post-mask era", can masks still be sold?

"Recent goods are indeed abundant. At the beginning of the epidemic, there was really no mask on hand. No matter what brand or model, someone rushed to it when they heard the word'mask'." Dealer Mr. Liu told reporters from Chinanews.com that recently, the inventory of masks in his warehouse has finally increased. Since the outbreak of the epidemic, a lot of "comrades" have appeared in Mr. Liu's circle of friends: "What makes skateboards and headphones? Everyone talks about how to apply for mask production qualifications and how to increase the speed. And 3D printing. Yes, I think it’s impossible for him to make masks. As a result, he also started making masks. As for those who have no way to make masks, he started to help sell and transport masks."

　　 There are more than 2.5 million confirmed cases in the United States. Is the mask industry going to revive?

From March 1 to May 31 this year, China exported epidemic prevention materials to 200 countries and regions, including 70.6 billion masks, 340 million sets of protective clothing, 115 million goggles, 96,700 ventilators, and 2.25 test kits. 100 million people, 40.29 million infrared thermometers, and a significant increase in the export scale, which strongly supports the epidemic prevention and control of relevant countries.

　　 The export orders for masks have increased sharply, and the quality is fundamental

　　 Now that the foreign epidemic situation is getting worse, with the easing of the tight supply of domestic masks, domestic protective equipment manufacturers have gradually resumed foreign orders. The market demand for export orders is rising, and export certification has become a buzzword.

　　According to the Ministry of Commerce, China’s exports of anti-epidemic materials have shown a significant increase since April. From March 1 to May 6, China has exported anti-epidemic materials to 194 countries and regions through market-based procurement. Among them, 77 governments of countries and regions and 6 international organizations signed 216 batches with me through official channels. Commercial procurement contract for secondary medical supplies.

　　 There is no doubt that China has become one of the world's important producers and suppliers of anti-epidemic medical supplies, and relevant departments have also paid more attention to the export quality of anti-epidemic supplies. However, there are still some companies taking risks and illegally manufacturing and selling masks and other medical supplies. On May 9th, the General Administration of Customs notified 16 enterprises with export problems of medical supplies.

In an industry with multi-stage production of masks and different production process technologies and production requirements, the industrial structure should be optimized in the production process, and an industrial ecosystem of innovation coordination, capacity sharing, and supply chain interoperability should be established to better improve the overall industry output. Only by developing quality and efficiency can Chinese mask products become the main supplier of mask products in the world.