Hot Spots: The Second Outbreak Of Overseas Epidemic, The Sales Of Masks Increased Sharply

At the beginning of 2020, due to the domestic epidemic situation, the demand for masks increased, and a large number of upstream and downstream enterprises of the mask industry collectively increased production and changed production, which promoted the rapid development of China's mask industry. From April to June, the sales of masks were still in a straight-line upward trend. However, with the gradual control of the epidemic situation, the demand for masks began to decline significantly in July, and the sales of masks also dropped sharply, reaching the lowest monthly trough in August.

However, from the middle and last ten days of September to October, sporadic cases and clustering outbreaks have occurred in many places, making the mask once again the focus of consumers' buying. According to the big data of buying slowly, the sales of masks soared in October. Compared with September, the sales volume increased by 158.3% and the sales volume increased 289.3% month on month.

As far as the current situation is concerned, it is conservatively estimated that the high-speed and stable growth trend of the whole mask industry will continue until 2021, and the market size will also show an overall expansion trend during this period.
In addition to medical surgical masks, the mask market also has a number of sub categories such as dust prevention, pollen prevention and PM2.5 filtration. In the list of hot selling commodities, "dust prevention", "dust prevention", "droplet prevention", "non-woven fabric" and other commodity keywords appear very frequently. It can be seen that the market space of professional masks in China is huge, and the development of mask market has entered a mature stage.

According to the statistics of slowly buying big data, 3M brand, which is famous for its professionalism, has occupied nearly 35% of the domestic market share. In October 2020, 3M easily won the double champion of sales volume and sales volume. In addition, brands such as Honeywell, Gardner and anser have developed in a balanced way, accounting for 5% - 10% of the market share respectively.

In the future, the production of masks will continue to rise. According to the statistics of the Ministry of industry and information technology, China's maximum production capacity of masks is 20 million per day, and it is estimated that the production will exceed 6 billion by 2020.

Recently, due to the outbreak of foreign epidemic, the export scale of China's masks has also expanded. According to Alibaba's statistics, global buyers' willingness to purchase epidemic related products such as masks, disinfectant hand sanitizers and thermometers has increased significantly, with the demand for medical masks increasing by 13769%. In the first three quarters of this year, China's total import and export value of goods trade was 23.12 trillion yuan, an increase of 0.7% over the same period of last year, of which textile exports including masks reached 828.78 billion yuan.

From a mask difficult to obtain to supply recovery, the change of mask market is the result of a substantial increase in domestic production capacity. Recently, as the demand for masks has increased, the price has also dropped. For example, the price of the hot-selling "3M kn95 anti haze mask" dropped in late October, with the daily average price of 148 yuan, and now the price is only 98 yuan.

Overall, the popularity of the mask market will continue, but it is preliminarily estimated that there will be a certain degree of decline in 2021. At the same time, with the enhancement of national consumption awareness and prevention and control awareness, the high sustainable development of masks is predictable.