The Central Committee And The State Council Have Decided To Deploy And Store Masks.

Recently, the three departments of the national development and Reform Commission announced the "public health prevention and control capacity building plan" (hereinafter referred to as the "plan").

In order to implement the decision making plan of the CPC Central Committee and the State Council, focus on the short board of public health, especially the major epidemic prevention and control, which is exposed to the new crown pneumonia epidemic situation, adjust and optimize the layout of medical resources, enhance the ability to combine peacetime and wartime, strengthen the integration of traditional Chinese and Western medicine, concentrate on strengthening capacity building, make up for weaknesses in the short board, and require production in all provinces, autonomous regions, municipalities directly under the central government, cities under separate planning and Xinjiang Set up corps development and Reform Commission, health and Health Committee, Chinese medicine bureau.

The plan clearly states that the protective clothing, such as medical masks, isolation clothing and eye patch, which ensure the quality and quantity of medical institutions, are not less than 10 days.

At the same time, all regions will refer to the "infectious disease hospital construction standards", strengthen infrastructure construction and equipment upgrading, and build medical waste and sewage disposal facilities, and strengthen related material reserves. According to the actual situation, every localities choose 1-2 existing medical institutions in each city for reconstruction and expansion.

On the whole, the existing plan requires every city to expand 1-2 medical institutions, all medical institutions should reserve quality qualified, adequate medical masks, isolation clothing, eye protection and other protective products, usually not less than 10 days.

The national economic and Social Development Statistics Bulletin released by the National Bureau of statistics shows that in late 2019, there were 1 million 14 thousand medical and health institutions in the country, and the number of medical institutions increased by 1.66% over the end of 2018. Of these, 34 thousand were hospitals, 12 thousand were public hospitals, and 22 thousand were private hospitals.

That is to say, a total of 1 million 14 thousand medical and health institutions in the country should reserve qualified and adequate medical masks, and not less than 10 days' dosage. This undoubtedly increases the demand for medical masks, and will also promote the production of respirators and solve excess capacity.

In terms of the reserves of the epidemic prevention materials, it is pointed out that medical aid boxes including masks should be stored in family units.

According to the people's daily, a lot of deputies combined with their experience in their respective fields and prevention and control frontiers, the NPC deputies suggested that in order to deal with similar emergencies, it is recommended to put protective articles such as respirators and other important infectious diseases into the national strategic reserve, and to write into the national strategic material reserve development plan, and put them into the necessary large-scale production enterprises and warehousing enterprises for key protection.

Domestic epidemic has been controlled, but foreign epidemic is still growing rapidly, and mask manufacturers are still increasing their production capacity.

Recently, 3M announced that the company signed a contract amounting to more than US $120 million, which will be used to enhance the productivity of N95 respirators. 3M said that starting in October this year, 3M will increase 26 million N95 masks per month to ensure the sustainable supply of the respirator and complement the strategic reserve of the national emergency medicine.

3M said that since the outbreak of the epidemic in January this year, 3M has invested more than 80 million US dollars to increase the production of N95 respirators. The company expects that the annual global N95 mask will reach 2 billion by the end of the year.

A medical device manufacturer in Changyuan, Henan, said, "orders for masks are still increasing and demand is still very large. But the quality requirements of masks are higher than those of epidemic outbreaks, most of which require medical grade".

Is the mask market saturated?

Since the outbreak of the new crown, masks have become the most urgent demand for epidemic prevention. Enterprises to check data shows that in order to win the battle, ordinary leather shoes, clothing and home textile enterprises have switched production to make masks and protective clothing, providing the whole society with epidemic prevention material protection. According to incomplete statistics, 3 gun companies, such as the three gun groups, playing search, reporting birds, AOKANG and so on, have switched to masks and protective clothing.

In addition to the transformation of large factories, more speculators are also eyeing the market of profiteering. The myth of "three days return to the present and monthly income of tens of millions" attracted people's attention.

According to the relevant media reports, the government statistics, the reported mask production capacity has been saturated, the daily output of more than 300 million - domestic mask market serious oversupply.

This is a reported production capacity. In fact, the volume of civilian production statistics will be greater. On the one hand, the government will control the mask factory at that time, and some mask factories will report the mask production capacity less, in order to sell the goods privately at a higher price than the control price. Two, many new production masks factories, because the output of individual factories is not large, and they are not counted in the official caliber.

As the epidemic improves, the demand for masks is decreasing, and residents in small cities are beginning to wear masks. Reflecting the decline in the utilization of export covers, the price of masks has also dropped to normal.

To some extent, there is still room for profit in the overseas market of masks. According to the Ministry of Commerce, the export of China's epidemic prevention materials has increased markedly since April. On -5 6 March 1st, China exported 194 anti epidemic materials to 194 countries and regions through marketization. 77 countries and regional governments and 6 international organizations signed 216 batch of commercial procurement contracts for medical materials through official channels.

Data from the General Administration of Customs showed that from March 1st to April 4th, China had exported 3 billion 860 million masks and 23 billion 940 million from April 5th to April 30th. In just two months, 27 billion 800 million of the masks were released in China, about 3 times the total output of global masks last year.

The demand for masks exports is even higher, which means that there will be no market for three products.

Overall, this country has ordered to store masks, and to a certain extent, re create demand for the masked market that tends to be saturated.

Qualification is most important.

In general, there will still be room for profit with official quality and quality pass masks.

In May 22nd, the State Administration of Market Supervision issued "detailed rules for the implementation of quality supervision and spot checks for non medical masks", released information on the rules of masks, and strengthened supervision over non medical masks.

In addition, the Shenzhen municipal market supervision bureau has organized relevant technical institutions to compile "guidelines for the improvement of quality standards for non medical masks in Shenzhen" to assist relevant enterprises in compliance production.

In May 9th, the General Administration of Customs issued a list of the enterprises and related products of the national customs inspection and Quarantine of the quality and safety of export anti epidemic materials, involving a total of more than 186 masks, and 16 export enterprises ranked among them.

In April 25th, the Ministry of Commerce issued the Announcement No. twelfth of the Ministry of Commerce, the General Administration of customs and the State Administration of market supervision, No. 2020, for further strengthening the supervision on the quality control of the export of anti epidemic materials.

Notice No. 12 calls for strengthening the supervision of the export quality of non medical masks. Since April 26th, the export of non medical masks should be in line with Chinese quality standards or foreign quality standards.

It is confirmed that the product is in line with Chinese quality standards or foreign quality standards. The importers accept the quality standards of the purchased products and are not used for medical purposes. The customs shall, according to the list of enterprises provided by the Ministry of Commerce, examine and release the products and do not declare them in the list of enterprises provided by the market supervision administration.

Nowadays, with the decrease of demand and the gradual increase of mask productivity, we have entered the era of "post masks". Under the background of the country's ordered masks, although some of the enterprises are still able to make profits, the premise is to meet the corresponding standards and qualifications.

Raw material rise

Despite the collapse of the melt blown fabric in the country by more than 330 thousand yuan, the raw materials of the melt blown fabric are soaring.

In May, crude oil hit the dust and downed the $30 line from the low of $6.5. Today, the price of WTI crude has reached $34.486, which has risen by about 431% compared to the low level.

Crude oil exporters began to "float" when crude oil prices rose. Saudi Arabia and Russia announced crude oil prices rise to China.

Recently, Russian oil companies announced that they would raise prices for Asian exports of crude oil. The latest market news on Wednesday showed that Russian oil company Surgut sold the mixed Pacific crude oil (ESPO) pipeline in July at a price of about 3.4-3.5 U.S. dollars / barrel.

Saudi Arabia also raised export prices. Saudi Arabia plans to increase the light oil price in Arabia to Asia in June to 6.50 US dollars per barrel, which is 1.40 dollars / barrel higher than the average price of Oman / Dubai. At the same time, in order to raise international oil prices, Saudi Arabia also promised to cut more than 1 million barrels of crude oil a day from June.

Polypropylene futures price did not rise, but still stood at 7000 yuan per ton.

Material shortage, melt spray cloth rose to 3.5 million normal

With the increase of mask production capacity, the supply of melt blown fabric as a mask "heart" material has not been able to keep up with the time. It is understood that since the outbreak of the outbreak, the market price of melted cloth has entered a fast jump channel: from the 12 thousand yuan / ton before the epidemic to 400 thousand yuan / ton, "one day a price", the highest has appeared 730 thousand / ton bid price, and even money is hard to buy. (* twists and turns, roller coaster market understanding)

* general trend of melted cloth prices

The price has gone up all the time, and once the supply is in short supply, resulting in many "lucky masters" stacking, selling and selling the melt blown fabric, becoming rich, and many small factories that fail to meet the standard of the quality of the products.

However, with the state's efforts to crack down on profiteers, the fusing market will eliminate a number of failed enterprises. A melt blown fabric manufacturer said that the reason why the capacity of melt blown fabric is limited is directly related to the productivity of the mask industry chain, which is directly related to the "big middle small size" of the mask industry: after the rapid expansion of the upstream melt blown and downstream mask factory capacity, the number of melted spray cloth in the middle reaches is low, the melt blown equipment is expensive and the key parts are in short supply, the equipment delivery period is long, and the production line is hard to expand rapidly. And melt blown cloth accounts for 70% of the cost of mask. According to the market price of mask, it is normal to rise to 3.5 million yuan / ton.

Dozens of chemical raw materials prices skyrocketed!

When he returned from his holiday in May, Mr. Guanghua has revealed that the price of chemical raw materials in May has generally improved. Sure enough, the bulk of the chemical market is loiter this month.

Last week, chemical industry network monitoring of 64 important chemical products, up 31 varieties, accounting for 48.44%. The top three products were EDC (7.56%), polyester filament (7.11%) and DOTP (5.88%).

Wanhua chemical and petrochemical products raise price across the board

Wanhua chemical quotes in May 25th, methyl tert butyl ether in Shandong area rose 100 yuan / ton to 3900 yuan / ton, East China and Southern China region rose 150 yuan / ton to 3900 yuan / ton, 3700 yuan / ton respectively. N-butanol in North China rose 150 yuan / ton to 5700 yuan / ton, East China region rose 200 yuan / ton to 5950 yuan / ton, and Southern China area rose 100 yuan / ton to 5900 yuan / ton.

If masks and other reserves are officially included in the national strategic reserve!

The price surge of chemical industry will be formally attacked.

As early as before, the industry has said that after the epidemic, the gradual resumption of domestic production will bring a certain demand for compensation. At present, there is a rebound in the market. From the trend of commodity prices in early April and early May, it is certain that this trend has emerged.

After the lessons of this epidemic, the standby of medical supplies such as masks has attracted everyone's attention, if officially classified as national strategic reserves. The gap between medical and other related raw materials will be opened again, and the melt blown fabric will rise again over 600 thousand yuan per ton. Whether the price increases of chemical products can be sustained in the short term depends on whether the demand can continue to rise.

But with the formal return of foreign trade orders and the improvement of market orders, This wave of chemical products will continue to rise, but the trend will be turbulent.