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With the second outbreak of domestic public health incidents, the demand for medical supplies such as masks and protective clothing has increased. Domestic non-woven fabric companies have seen a sudden increase in orders. From the perspective of meltblown fabric companies, all companies are producing at full capacity, and order scheduling has reached the Spring Festival. after.
In terms of corporate prices, prices have risen significantly, especially around the middle of this month, the price has risen sharply from 18,000 yuan/ton to about 25,000 yuan/ton, an increase of about 7,000 yuan/ton.
From the perspective of operating rate, the overall operating rate of domestic non-woven fabric companies has been at a high level since the public health incident in 2020. From the perspective of the start of melt blown cloth companies, orders for melt blown cloth companies were affected by the stability of the epidemic from June to December. Faults, operating rates have fallen. Entering into the second outbreak of domestic public health incidents in 2021, domestic meltblown fabric enterprises' orders were filled with full capacity and the operating rate of the non-woven fabric industry reached more than 70%. Affected by the surge in orders for melt-blown cloth, the price of melt-blown materials as raw materials has also increased. In terms of market prices, as of January 20, the price was 11,000 yuan/ton, an increase of 870 yuan/ton from last week. Some companies’ quotations have reached 12,000 yuan/ton, and they have stopped accepting new orders to ensure the normal delivery of signed orders. According to statistics from Longzhong, in terms of the proportion of domestic PP fiber production, since the public health incident in 2020, the daily production capacity of PP fiber has been on the high side. As of January 19, 2021, the daily production capacity of PP fiber material reached 22.24%, an increase of 8.88% from 13.36% last week, and it was almost the same as the proportion when the epidemic first occurred in 2020.
On the whole, the second outbreak of public health incidents in the beginning of 2021, considering the PP melt blown cloth market from both ends of supply and demand, the supply is tight and the demand has skyrocketed. This week, melt blown cloth, melt blown material, and fiber material all rose Mainly. It is expected that the meltblown cloth will rise steadily before the Spring Festival, and there will be no major decline for the time being.
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