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The Mask Fell Down: The Factory Was 1 Gross 3, The Melted Spray Cloth Was Delivered And The Roadside Was Thrown Away, And The 95% Boss Lost Millions.

2020/6/2 12:14:00 2

Mask Drop

1. white melt spray cloth.

It has been heard that the core material of masks is very expensive, and 40 tons per ton. Today we accidentally see the price chart of melted spray cloth on the Internet. This is a drop in the price. The price dropped from 400 thousand to 20 thousand, which is close to the price before the epidemic. 90.

So I sent this picture to a friend who produced masks.

Melted spray cloth has fallen to 10 thousand or even a ton per ton. A few days ago, some manufacturers directly sent me a batch of melt blown fabrics.

This is too unexpected, because a month ago, we talked about whether we should chasing the money plus the mask production line, but fortunately we didn't do it.

In general, the standard of filtration for melted fabric is 80%. Many of the less than 80% melt blown fabrics sold to 40-50 tons during the epidemic. It would be nice to have any standard at that time. The masks produced were sold with instant melt cloth. The market is hard to find, and no one can buy it. No one cares about the standard of melted spray cloth. The first time our unit resumed work was a mask with only two layers of gauze and no melt blown cloth.

After the soaring price of melted cloth, friends said: T city has invested hundreds of thousands of factories in large and small scale, with hundreds of thousands of small machines, and tens of millions of big factories melt blown wiring. It has just started production, and has not even been put into production (the shortest construction period is two or three months). According to the current market situation, it is also difficult to have the opportunity of opening in the future. (a province of S, Q, F, X four town in the country is also a relatively large production masks producing area).

Friends recently bought a batch of melted cloth, a test did not reach 80%, 79%. Melted cloth factory directly said: we do not give it to you. The goods were even more than 1 million months ago, and they are now directly delivered. This fall faster than the rooftop.

Friends also have no place to put directly on the cement road outside the factory. On the 10 day, melted cloth comes from gold to garbage.

2. drop 96% mask

Friends said:

The cheapest melted cloth mask now costs only 1 gross 3.

You didn't read it wrong. I didn't make a mistake. It's 1 gross 3, not 1 3. The cheapest melted cloth masks in February cost 3 yuan. It plunged 96% in 3 months!

Many of these cheapest masks can only be sold on the electricity supplier, so we are careful to buy this, or to buy medical masks in regular channels.

The price drop of masks is mainly due to the rapid increase in capacity. According to news statistics, 20 million Nissan days before the epidemic increased rapidly in March to 200 million Nissan and 5 masks factories. Friends said, in fact, may be higher, because many small retail factories do not have statistics.

Now, S, Q, F and X mask four towns, can not reach the "GB T32610-2016" standard respirator basically can not sell, no one wants, this is also the small retail factory production investment largest variety. Friends in S Town, S town now mask factory basically stopped, not doing a few. The cost before is basically around 6 gross, and now it is 1 gross and 3.

These small factories are newly built by retail investors. There are no active and controllable sales channels. When they were sold, they were collected on the coast. Now no one has accepted them, so they can't find buyers.

Moreover, the coastal route is relatively deep. The famous brand LS factory of Z Province, in May, received more than a dozen items in the four towns, and threatened to do much, how much to charge, and 1.2 yuan to collect tax. As a result, the mask factory took the goods to the gate of LS factory and queued up 1-2 kilometers. LS plant has an unconventional inspection method, measuring the welding point with the weight.

With such a large weight, there are several masks that can withstand the pull. Friends say: 90% will break. No charge. However, just after going out, there will be 7-8 cattle and the back door will enter the factory again. They are all routine.

Friends in a hurry to pull back directly do not sell. I asked, "what price do you pull back to sell?" the friend said, "sell 6 wool."

Also in late April and early May, customs began to strictly examine the standard of masks, and a factory was returned to about 60000000 yuan masks. Now it is stacked in the warehouse, and the price of 1 gross is slowly being processed, while the production cost is 6 gross and 80% deficit.

3. "scrap iron" mask machine

Before the outbreak, a KN95 mask machine 200 thousand, after the outbreak began to stir up 10 times to 200 cases, and cash futures, that is, buyers pay the full amount of orders, after a few weeks to receive the mask machine. Now it's back to 20.

Friends said that this is definitely not the lowest price. Before the epidemic, a disposable flat mask machine only sold 20 thousand. According to the current excess capacity, it is estimated that a mask can be sold for thousands of times in the future. It may or may not be sold at all. Finally, it will rust in the factory, and then only scrap iron can be sold.

4. who makes money?

Ordinary masks make money: as long as they don't go to the KN95 production line, they only make plain masks. Good friend is, at the end of March, his father went home to see a doctor, and a couple of relatives came together on a disposable plane mask machine. The mask machine was more than 20 million, raw material was 3.4 million, and it returned to the original in 1 weeks. Although prices are dropping sharply, there are still meager profits, much stronger than going to work. When he was late, he failed to catch up with the most profiteering time. At the time of the most profiteering time, a common respirator would earn tens of thousands a day and return to it in the 3 day.

First come to make money: for example, the town of Q is originally a production area for labour protection products, and the production of masks is seamless and seamless. This is the first batch of masks. The four masks of the masks circulated in the town earn more than 1 billion each. Some village households instantly upgraded multimillionaire, earning money not knowing how to spend it, going to the provincial capital to buy a mansion, and many cars in the town without cards.

The cousin's cousin's last year's non-woven list built his own factory, which was put into operation in January, and caught up with the epidemic in February. When the money came, it was impossible to stop. In two months, the phone was blocked, and they were afraid to answer. All the leaders and relatives of the government wanted to buy goods, and the supply was in short supply.

Profiteers make money: there is no risk, the next deposit, eat two ends, no profit. Everything on the top and downstream of the mask is sold and stored.

For example, a friend's cousin will go to Guangdong to sell the mask machine in 2-3 months. A KN95 will be sold at least six or seven hundred thousand, and the disposable respirator will add 2 -10 million. There are more than 20 outlets altogether. He said, "I don't know how much money is spent.

There are 3 laymen in Changzhou. They look down and see that the mask machine only has more than 1000 parts. They buy their own assembly. In less than 3 months, they assemble 25 units, make 7 million, and make one 500 thousand 2 million 500 thousand. But the technology is too bad, some machines can not be used, customers call the police, caught.

Workers earn money: the production of respirators is 300 yuan per day. Also, the workers worked overtime and earned money.

5. who will lose money?

How can anyone lose money when they start making such a huge profit? The loss is mainly due to the late investment, and the early money is added to the later stage.

Many masked owners who lost money earned money in April. Before April, the production of ordinary disposable masks made a lot of money, but a mask can only earn a few wool, earn tens of thousands a day, too little, it is better to produce KN95 high profit, 50% profit, cost less than 3 yuan, the factory sold 7-8 yuan.

So early in the ordinary masks earned more money, in April began on the KN95 production line. In early April, the 2 million masks machine came to the factory in early May, plus a few days of assembly and debugging. The KN95 price has dropped from 7-8 yuan to 1 yuan. The mask machine also plummeted from 2 million to 20-30 yuan. In addition, we need to store about 1000000 of raw materials such as meltblown fabric. Mask, raw material and machine three crit. The collapse trend is basically consistent with the price of melted cloth.

Friends said: X Town, F Town, more than 95% of the bosses have lost millions. (the two towns used to make plastic products and building accessories, and only started producing masks in March).

The government approved the construction of more than ten large investment melting plants, which basically lost tens of millions.

There is a boss, too much inventory can not be sold, too much money loss, direct nerve: often to the mask machine cover quilt, saying that the machine is cold, and will not work well.

6. masks will cost a few cents in the future.

Friends said that the cost of workers' processing fees was the highest when it was 1 wool, which dropped to 8 points in April, and now only 3 points. Melted spray cloth is 10 thousand per ton, and a mask is 1 cents. The cost is negligible.

Before the epidemic, the general surgical masks were certified with a minimum of 8 cents each. Today, the general surgical masks are still up to 6 wool.

Therefore, combined with the current excess capacity, the price of masks is likely to drop to a few cents in the future. The approximate rate is less than 8 cents.

To sum up the crazy process of masks is to make steady profits. The workers drink soup, first come to make money, then lose money, contentment make money, greedy losing money.

There are two more follow ups.

First, the mentality of local workers has been greatly affected. When the mask production peak, the daily wage is more than 300. Now the mask price is down, more than 100 per day, many workers are unwilling to do it. The temporary mask factory turned back to produce non-woven fabrics, plastic bags and so on. More than 100 days a day, many workers were unwilling to do so. It led to the difficulty of recruiting local factories and the sharp rise in costs.

The two is family conflict. Most of the masks factories are partners in partnership. When they started to put in production and did not make money, they worked together, and later they made more money. Immediately, the contradiction came. Many factories quarreled every day, and even the former good relatives finally died in the same old age. Experience the difficulty of "sharing difficulties and being wealthy".

In March and April, many people made friends circle: they knew the truth of their family and read human nature.

The circle of friends in May turned out to be: first come to live in a mansion, then on the rooftop.


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