A month ago, Sinopec issued a cooperation request of "I have a meltblown non-woven fabric, who has a mask machine", which has become a microcosm of the mask market. Today, the situation is exactly the opposite. It has become "I have a mask machine, and who has a meltblown nonwoven fabric." BYD and a number of cross-border mask production companies have mobilized employees to find meltblown nonwoven fabric sources.
According to a document issued by the National Development and Reform Commission, as of February 29, China, including ordinary masks, medical masks, and medical N95 masks, has a daily production capacity of 110 million masks and a daily output of 116 million. The production capacity of masks has doubled, but the core raw material of meltblown non-woven fabrics appears to be difficult to find.
"No stock! No stock! Zui is as low as 200,000 tons." A meltblown nonwovens dealer in Fujian introduced on March 5 that he has been tired of replying to a large number of inquiries recently. "There are too many people asking for goods Now, all the meltblown fabrics supplied by the manufacturers are made to order, and basically there is no inventory. New customers have to get 350,000 to get the goods forward. "
The reporter learned that before the new crown pneumonia epidemic occurred, the price of the "core" meltblown non-woven fabrics of masks would not be higher than 30,000 yuan / ton, and now the low price is 200,000 yuan / ton, and it is still difficult to buy spot .
How long will "crazy" meltblown nonwovens last? The industry believes that with the increase in production capacity of existing production enterprises and the commissioning of new lines, the shortage of supplies is expected to reverse within six months. Whether the meltblown nonwovens market can return to a reasonable price in the future depends on the trend of the epidemic and the intensity of supervision.
There are many mask companies, but it is “difficult to find”
"The price of meltblown non-woven fabrics is at least 200,000 yuan / ton these days, and a lot of 300,000 to 400,000. Two weeks ago, we purchased 90,000 yuan / ton, and the highest price was 130,000 yuan / Ton. "A sales manager of a daily chemical company in Shandong introduced that the company had just switched to the production of masks, disinfection nights and other epidemic prevention materials last month.
Public data shows that currently, 30 provinces, autonomous regions and municipalities across the country have successively added new mask production lines, and at the same time, new mask production lines have been put into production. Some people in the industry predict that 6,000 mask machines will be online in March. It is estimated that one ton of meltblown non-woven fabric can meet the demand of 10 mask machines for one day. The amount is increased by 600 tons per day.
In order to accelerate the resolution of the gap in the production of key medical prevention and control materials, the client mini-program of the State Council has launched the "Special Supply and Demand Docking Zone for Production and Supply of Key Medical Prevention and Control Materials", only on the homepage of the zone, the reporter saw 15 pieces of information released by the demand side Nine of them are companies seeking supply of meltblown nonwovens.
"Our company is a new mask line that has been put into production. We haven't established a stable supplier yet, but we can't stop production right after the start of construction. We can only look for raw materials everywhere, but we can't but buy materials at high prices." Sales manager of the aforementioned daily chemical company I told reporters that they were worried that such a high price would get counterfeit meltblown non-woven fabrics, especially now that the inspection agency is too busy. According to his understanding, a number of newly converted mask lines are facing "nowhere to go". Small-scale factories have no bargaining bargaining chips and can only consider temporarily suspending production.
From many meltblown nonwovens suppliers, from the upstream of the industrial chain, the current supply of raw materials for meltblown nonwovens is relatively stable, and the price fluctuations are not great. If you want to expand production capacity in a short period of time, "card neck "Link appeared on the production equipment.
"The key components of domestic production lines still rely on imports. The supply cycle of some foreign manufacturers takes more than eight months. At that time, it is difficult for anyone to predict whether the market demand will be as strong as it is now." A meltblown nonwoven manufacturer in Shandong The person in charge said that unlike the low cost and easy operation of mask machines, the threshold for the meltblown non-woven production equipment industry is relatively high, the domestic line prices are often millions of yuan, the import line prices are even higher, and the meltblown line is debugged. And operation requires professionals with certain experience and technology.
The person in charge of the aforesaid enterprise also said: "The meltblown non-woven fabric for medical masks also has an important process before leaving the factory. It requires an electret treatment to achieve a filtration efficiency of more than 95% without changing the respiratory resistance. , To play a role in filtering viruses effectively, so as to meet the standards of medical masks. It is worrying whether the meltblown non-woven fabric provided by some middlemen meets quality control. "
Prior to the outbreak, the overall capacity of the domestic meltblown nonwovens industry was not large, and there were not many large domestic manufacturers of meltblown nonwovens. According to the statistics of the Industrial Textile Industry Association, China's meltblown non-woven fabric production capacity reached 83,240 tons in 2018, and the actual output was 53,523 tons. As of the end of December 2018, there were only 61 domestic manufacturers of continuous meltblown non-woven fabrics, which was 9 fewer than the previous year, with 136 production lines and 2 fewer than the previous year.
A business manager of a textile machinery company in Shandong told the China Times reporter that since February, orders for meltblown nonwoven equipment have indeed increased a lot, and all orders have been expedited, but the delivery of meltblown nonwoven equipment The cycle is short and it takes half a year, and they can only coordinate resources to minimize the delivery cycle.
Outbreak affects price trends
The shortage of meltblown nonwovens is expected to gradually reverse. A few days ago, Sinopec made a decision to launch 10 meltblown non-woven fabric production lines, 8 of which were constructed by Yizheng Chemical Fiber. They will be completed and put into operation in mid-April. It can produce 8 tons of N95 meltblown non-woven fabrics or produce medical planes. 12 tons of mask raw materials; the other two will be constructed by Yanshan Petrochemical. It is planned to be put into operation on March 8. It can produce 4 tons of N95 meltblown nonwoven fabric or 6 tons of medical flat mask meltblown nonwoven fabric per day.
Industry insiders predict that domestic meltblown non-woven production capacity will reach a level within 6 months. At present, the supply of large meltblown non-woven fabrics is mainly coordinated by the government. Regarding the problem of the soaring market price of meltblown non-woven fabrics reflected by mask manufacturers, local governments have now adopted corresponding regulatory measures to stabilize market prices. Small processing enterprises.
The future trend of the meltblown nonwoven fabric market is also a concern of enterprises and investors. Several people interviewed by the meltblown nonwoven fabric manufacturer generally believe that the pressure on domestic suppliers of upstream polypropylene meltblown special materials is also increasing. Increased, the price of imported raw materials has begun to rise, and market demand is expected to continue to rise. In the short term, the ex-factory price of each ton of medical-grade meltblown cloth will not be less than 100,000 yuan. However, in the long run, will there be a plunge after the soaring, which involves factors such as the upstream and downstream of the industry chain, as well as market and regulatory factors.
Dongyang Laichi Environmental Protection Technology Co., Ltd. has always been committed to the research, development and production of medical non-woven fabrics, spunbond non-woven fabrics, elastic non-woven fabrics, and non-woven products. The elastic non-woven fabrics produced by the company can be replaced, recycled and reused, so they can no longer worry about health problems.
You also want to know more product information, please contact: Mr. Zhu 13706796423 Website: http://m.cnliequan.cn/En_index.html