The price of meltblown cloth increased from 20,000 to 650,000, then dropped from 650,000 to 150,000, and now it has rebounded from 150,000 to 500,000. It can be described as twists and turns.
1. Meltblown cloth price starts Rebound
On the evening of April 7, in a mask industry WeChat group with more than 120 people, someone sent a message saying that due to the rising prices of meltblown fabrics and non-woven fabrics, disposable The price of the mask is 1.2 yuan.
On the evening of April 7, a mask manufacturer quoted the price of disposable masks in the group.
I immediately found a person who claimed to have a source of melt-blown cloth. The other party said that melt-blown cloth 95 was in stock at 410,000 yuan per ton. Melt-blown cloth 99 needed to submit a mask factory qualification. Wait 2-3 days for availability, 430,000 per ton. The other party claimed that he was not the manufacturer and that it was his friend who could obtain the supply.
A general manager of a Guangxi medical equipment company told the editor that he ordered from South Korea half a month ago. The price of melt-blown cloth 99 is 330,000 yuan per ton. Melt-blown cloth 95 is 320,000 yuan per ton. According to his understanding, purchasing from Jiangsu and Zhejiang currently costs 400,000-500,000 yuan per ton.
Zhou Peng, chairman of Shensu Medical Equipment Co., Ltd., located in Chengdu High-tech Zone, said that the previous purchase price of melt-blown cloth 99 per ton was 260,000 yuan per ton, but the quotation suddenly increased during recent inquiries. Prices have risen sharply, with some even reporting prices at 500,000 yuan per ton.
“It stands to reason that the domestic epidemic situation has stabilized and the price peak of meltblown cloth has passed. How could it suddenly rise again?” Zhou Peng was a little puzzled.
Zhou Peng, whose main business is financial technology, runs a mask factory. Since it was put into production at the end of February, they have been looking for meltblown fabric all over the world. They can get it wherever it is available. There is no fixed purchase channel, but the price is basically 260,000 yuan per ton, and when the purchase volume is small, it does not exceed 350,000 yuan per ton. .
On April 8, after searching and coordinating with many parties, Zhou Peng Company purchased 300 kilograms of meltblown cloth from Jiangsu at a price of 430,000 yuan per ton. You know, they used to purchase goods by the ton.
“It only took ten days to go from 260,000 to 430,000.” Since the goods had just been purchased ten days ago, Zhou Peng was a little surprised by the sudden increase in the price of meltblown cloth. And, he even regretted his misjudgment of the price trend ten days ago.
2. From the perspective of consumer terminals, the price of masks has also increased.
According to the “Shenzhen·China Anti-epidemic Materials Price Index”, the overall price index of anti-epidemic materials has continued to decline since it reached its highest point in late February.
What do these curves mean to ordinary people?
“This means that ordinary people can now basically buy disposable medical masks in ordinary pharmacies.” said Wang Baiping, a data analyst at Beijing China Electronics Zhongcai Data Service Co., Ltd.
During the epidemic, online mask reservations were launched in many places, and lotteries were also launched in many places. Many lucky people bought affordable masks through reservations, solving an urgent need.
In the early stages of the epidemic, due to the surge in demand and insufficient production capacity, it was “hard to find a single mask”. And now more and more people feel that masks have become easier to buy.
News about the realization of mask freedom in various places has also appeared in newspapers: “Zhengzhou has realized the freedom to purchase masks, and the official has closed the mask reservation platform” “No need to make an appointment to buy masks, Wenzhou citizens welcome masks “Freedom”…
On social platforms, many netizens left messages saying that masks are much easier to buy now, so they started stocking up.
“When the epidemic was tense, I couldn’t buy masks everywhere, and I had a bit of mask anxiety syndrome. Now that masks are easy to buy, I am hoarding them in retaliation. They are enough to last at least a year. “
“After the spread of the foreign epidemic, the price index increase curve of N95 and disposable medical masks is very obvious.” Wang Boping said that there will be a certain upward trend in the future. Because sampling shows that the supplier’s order schedule has reached June, and the price of meltblown cloth is also rising.
The index shows that the N95 mask price index will rise by 5-10 points in the next three days.
3. Be wary of hot money speculation under strict supervision
Domestic melt-blown The last round of price changes was reported between mid-to-late February and mid-to-early March, when the domestic epidemic was at a stalemate.
Judging from the illegal cases announced by the State Administration for Market Regulation, the price of meltblown cloth at that time was driven up from 20,000 yuan per ton before the epidemic to 450,000 yuan per ton. “There is a wave of unicorn K-line market.” A person in the financial industry laughed.
Subsequently, on the one hand, the state vigorously increased the production capacity of meltblown cloth, and central enterprises such as Sinopec and SINOMACH joined the production team. On the other hand, it strictly investigated the illegal behavior of driving up the price of meltblown cloth. Behavior.
On March 5, the State Administration for Market Regulation deployed eight provinces including Jiangsu, Zhejiang, Henan, Shandong, and Guangdong to carry out special investigations on meltblown fabric production companies, and investigated and punished a number of price gouging companies. Meltblown cloth price violations case.
According to Xinhua News Agency, as of the end of March, the daily supply of meltblown fabrics from central enterprises reached 42.5 tons, which has been exhausted.It is planned to produce and supply more than 1,000 tons of meltblown cloth, which can produce 1 billion masks. The newly built production lines will gradually reach capacity.
The “Beijing News” reported on March 27 that the price of meltblown cloth has dropped to around 150,000 yuan per ton, but demand has always exceeded supply.
With this price increase, the situation seems to be different.
“Typical futures play.” Zhou Peng, who has a background in finance, made his own observations while looking for meltblown cloth. The first round of price surge was due to the fierce epidemic, and the market Sudden changes in supply and demand are caused by people in the mask industry looking for goods, and this round of price increases seems to have more and more people who are not in the mask industry trading.
On April 8, the sales manager of a Shenzhen Fiber Material Technology Co., Ltd. said: “The current price of non-woven fabrics is 45,000/ton, and meltblown cloth is 500,000/ton. The previous price It has indeed slowed down with the resumption of work, but now the situation is different, prices have rebounded, and orders have been queued up to early May.”
4. Sudden price increase, is this a common situation in the industry, or is it just a problem in a certain region?
In this regard, from 11 provinces, including Shandong, Tianjin, Hebei, Henan, Jilin, Sichuan, Jiangxi, Guangdong, Jiangsu, Zhejiang, and Fujian, 21 manufacturers of melt-blown fabrics were The manufacturer knows the price situation.
Statistics show that the highest price is 500,000/ton, the lowest price is 430,000/ton, and the average price is 470,000/ton.
Some manufacturers said that their goods are imported from Belarus and are made of Sinopec grade 99 25g material. A deposit of 10,000 is required to pick up the goods. The minimum order is 10 tons and the deposit is 10 million, delivery at the end of the month.
Among the 21 suppliers, 17 requested a deposit, and only 4 stated that they could pick up the goods at any time.
5. Stocking up is the main reason for the increase
Melt-blown The price of cloth has increased. Will polypropylene, the main raw material for making melt-blown cloth, also increase?
In this regard, the sales staff of a Shandong Polymer Materials Co., Ltd. said that the current price of polypropylene is 21,000/ton, but the order is already full, and there are no orders for the time being. Reservations accepted.
Similarly, a company that produces polypropylene in Nantong, Jiangsu Province revealed that the raw materials for meltblown cloth are still around 20,000 yuan, and the price is fluctuating every day. In mid-February, it will be about This price has not changed much. The price increase is mainly caused by speculation. Many people who are not in this industry are hoarding goods and participating in market transactions.
The salesperson of Guangdong Tangmiao Equipment Co., Ltd. pointed out that the price of ordinary particles of melt-blown cloth has remained unchanged, and the raw materials of N95 are about 6,000 yuan more expensive than before.
It can be seen that after the resumption of work, the price of meltblown cloth has indeed dropped, but the market environment is very different.
On April 5, according to CCTV reports, law enforcement officers investigated that the person involved, Rao, purchased the product for 180,000 yuan, but he was just acting as a middleman to make the difference, and the final price was raised to 450,000 yuan. For one ton, the price has increased 20 times.
(Screenshot source: CCTV News)
6. The surge in export orders is another major incentive
The market is still in short supply, and the excessive construction of mask factories is also a direct factor in the increase in raw material prices.
According to Qichacha data, there are more than 5,000 mask manufacturers nationwide. Since the outbreak, many companies have switched to mask production, making it difficult to purchase materials.
Tang Kexin, deputy director of the Legal Supervision Division of the Price Supervision and Competition Bureau of the State Administration for Market Regulation, said in an interview with CCTV: Lawless elements are driving up prices, causing confusion in market price signals and causing disruption to downstream manufacturers. The situation caused great panic, and manufacturers had to buy meltblown cloth.
In addition, the spread of the international epidemic has also given middlemen a reason to increase prices.
A well-known medical device supply chain manager in Beijing said that the current international epidemic has strained the relationship between supply and demand, and exports have become an important part of the business. This is also the main reason why the price of meltblown cloth has increased. , foreign markets are in short supply.
On April 5, the official Weibo account of the State Administration of Customs stated that the U.S. FDA issued a document on its official website stating that masks produced in China that have not obtained NIOSH certification have obtained EUA authorization.
This means that KN95 masks produced in accordance with Chinese standards have been officially recognized by the United States. At present, many regions such as the European Union and the United States have accepted the import of Chinese materials and are temporarily exempt from tariffs. At present, profits in the domestic market have become smaller, but there is still a large gap in the international market.
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