Crazy Meltblown: How to become a "money printer" in less than half a yearCrazy Meltblown: How to become a "money printer" in less than half a year
From a ton of 16,000 yuan, which has been hotly fired to a maximum price of 690,000 yuan a ton in just half a year, how did the "Cinderella" in the chemical raw materials that was previously ignored by many people become the chase of moths? "Golden Phoenix"?
"99-level meltblown cloth 490,000 yuan / ton, someone is selling, do you need?"
"Melt-blown cloth level 99, today a total of 100 tons, with a balance of 40 tons, the price is 566,000 yuan / ton, the pick-up location is in the warehouse, see the goods and make money."
"The melt-blown cloth I produced is out of stock, but my friend has it, 690,000 yuan / ton, how much do you want? Check the goods and pick up the goods. There is no invoice and there is no need to sign a contract."
When the new coronary pneumonia epidemic spread all over the world, it suddenly triggered an explosive growth in the demand for masks. At the same time, as the most critical and core raw material for protective masks-meltblown cloth, this original partial door material actually became a mask like a mask. Hot word, not only because it is the "heart" of the mask, but also because of its shortage and speculation, it has become a "gold digging tool" for some people, and it has spawned many myths about getting rich.
"Originally we had a fixed raw material supplier, but after the epidemic, the supply of goods was cut off. I wanted to get the goods only from the market. This is a massive market. Everyone has the goods, that is, the price of the goods has risen to 69 10,000 yuan / ton, the original one ton was only 16,000. "A person in charge of a Sichuan mask manufacturing enterprise expressed annoyedly to First Financial.
From 16,000 yuan per ton, it has been heated to a maximum price of 690,000 yuan per ton in just half a year, which has more than 40 times less than half a year. How did the "Cinderella" in the chemical raw materials that had been neglected before become a lot? The "Golden Phoenix" chased by human moths? Can the production capacity of meltblown cloth keep up with the demand of masks? How is its normal sales channel cut off? Can the lost meltblown cloth find its own mask production line? With these questions, First Financial conducted an investigation.
No meltblown cloth masks discontinued
"Many mask-making machines have been discontinued, the raw materials have been cut off, and melt-blown fabrics cannot be bought. They can't meet the demand. Can you buy melt-blown fabrics?" A person in charge of a Beijing mask manufacturing enterprise told First Financial.
"Can you buy melt-blown cloth?" Has become one of the most common topics in the field of mask production. This topic about melt-blown cloth has caught the neck of many mask manufacturers.
China, which has tended to be "a hard-to-find", has continued to increase in demand for masks as the global epidemic has intensified. With the advancement of China's resumption of production and production, the daily demand for masks continues to grow rapidly.
The fourth national economic census data released in November 2019 showed that at the end of 2018, the total number of employees of legal entities and self-employed households in the country was 533 million, of which 200 million were in the secondary industry and 330 million were in the tertiary industry. If full production is resumed, at least 530 million masks are required per person per day per day; other non-labor forces, although not going out frequently, are conservatively calculated based on the demand for one mask per week and 120 million per day . Therefore, the daily demand for 1.4 billion masks is far greater than 530 million.
In addition to domestic rigid demands, there are also international urgent demands.
At the press conference of the Joint Defense and Joint Control Mechanism of the State Council on April 5, Jiang Fan, a first-level inspector of the Foreign Trade Department of the Ministry of Commerce, introduced that as of April 4, 54 countries (regions) and 3 international organizations and Chinese enterprises have signed Medical procurement contracts for commercial supplies, and 74 countries and 10 international organizations are in commercial procurement negotiations with Chinese companies.
According to customs statistics, from March 1 to April 4, the country exported a total of 10.2 billion yuan of major epidemic prevention and control materials, including about 3.86 billion masks, worth 7.72 billion yuan.
Although the demand is so large and urgent, Chinese mask manufacturers are moving forward.
"The amount of meltblown cloth may not be much, but we can't buy it, so the only thing we can do is to stop production. We originally needed 2 tons of meltblown cloth a day, and now the supply is only 300 kilograms, and we can only get 200 in these two days. Kg. How does this make us produce? So only part of the machine can be stopped. "Said a person in charge of a mask manufacturer in Sichuan.
The shortage of meltblown fabrics is mainly due to the sudden increase of mask manufacturers.
Day eye examination data shows that there are currently more than 85,000 mask and respiratory protection related companies in China, and more than 31,000 new companies were added from February 1 to April 13, 2020. Compared with the same period last year, the growth rate was as high as 2013.54%. Among them, there are more than 33,000 enterprises whose business scope includes "import and export", accounting for 38.51% of the total number of enterprises.
In addition to new additions, many companies have also converted to production masks. For example, Danyang Knitted Garment Co., Ltd. is an enterprise established in 1981, mainly focusing on apparel production. It actually changed its business scope on April 10, 2020, and added mask production.
Qixinbao data shows that this change in business scope is the second change in the business scope of the company that has been established for nearly 40 years. This change is almost 5 years away from the last time.
An epidemic caused such an enterprise with such a stable business to start production, but in the face of the shortage of melt-blown cloth, it is difficult to make a difference. The person in charge of the company told the First Financial Reporter that because of lack of raw materials, the company can only produce 40,000 masks per day.
Judging from the number of medical mask manufacturers and production capacity, there is no problem with the supply of masks in China, but the problem is that they do not have raw materials for production.
"We received an international mask order for the protection of medical personnel. At present, some international orders may have to be refunded." The person in charge of the above-mentioned Sichuan mask manufacturing company said helplessly.
As far as he is concerned, refunds are not just breach of contract compensation. As a long-term manufacturer of medical protective equipment, insisting on quality is also its true color, "melt-blown cloths are sold everywhere on the market, many fakes are in it, we dare not buy , This is a medical protective equipment, and you can't come in a handicap pool. "
Tengrui Pharmaceutical's Ni Honghai also told the First Financial Reporter that he receives various meltblown cloth sales information every day, but many of them are unqualified. Some even say that the source is an import channel, but once they get the samples to the equipment for testing, It was found that the standard was not met, and this raw material was not dared to be used, because the bacterial filtration performance and particle filtration performance could not be achieved. The mask made of this material is virtually useless.
For many formal mask manufacturers, the shortage of meltblown fabrics is a cruel reality; but for many irregular or small workshop mask manufacturers, because they can not buy regular meltblown fabrics, they can only take risks. , And this has spawned a huge cottage melt-blown cloth hype market.
Helpless "Hometown of Meltblown"
Yangzhong City is a county-level city under Zhenjiang, Jiangsu. It is surrounded by the river on all sides. It is named because it is located in the Yangtze River, and its total population is not more than 300,000. This small island, which has been cultivating for thousands of years, was originally famous for puffer fish and engineering electrical, but because of the popularity of the melt-blown cloth market, no one thought that this place has somehow become the hottest "town of melt-blown cloth" in the country. .
The surge in demand for masks has pushed up the prices of meltblown fabrics. From about 20,000 to more than 400,000, or even more than 600,000 a ton of melt-blown cloth, not only the price is high, but also difficult to buy with money. Yangzhong businessman, who is famous for the economics of supply and sales staff and has a keen sense of smell, quickly caught the business opportunity of melt-blown cloth.
A person from a local government department told First Finance that Yangzhong did n’t actually have any meltblown fabric manufacturers. There were only two or three regular manufacturers listed on the Ministry of Industry and Information Technology ’s guarantee list, but the data showed that as of April 10, Yangzhong There are more than 800 registered enterprises involved in the production and sales of meltblown fabrics.
The local person in charge of market supervision introduced to the media that the more than 800 companies currently registered are almost newly registered or changed for production after the epidemic occurred. Subject to the lack of production equipment, at least half of the enterprises have not yet started actual production.
Regarding the “lively” scene in which all parties are competing to participate in the production of melt-blown fabrics, the local media in Yangzhong described this as follows: “Farmers abandon 'slow heat' agricultural work, workers give up stable work, and enterprises lose their standing, regardless of consequences, no Staying behind the road, small workshops rushed up and joined the gold rush. "
Why did Yangzhong suddenly get hooked on meltblown cloth? Behind the myths of various riches, a Yangzhong netizen said: The whole Yangzhong is crazy, making melt-blown cloth is simply a money printing machine. Many people are short-lived to become billionaires and millionaires.
The temptation to make huge profits, some people take risks and some melt-blown cottage production lines and unlicensed small workshops have also emerged.
The above-mentioned Yangzhong government officials said to First Finance that this matter has caused damage to Yangzhong's image. Of course, the problem is very complicated. The main reason is that middlemen come to Yangzhong for high-priced acquisitions, which leads to blind conversion of enterprises and some people to follow the investment. Affect the normal production and life order. Therefore, at the beginning of March, the local municipal party committee and government decided to rectify the iron fist, standardize production and operation, and rectify industry chaos.
At the promotion meeting for the regulation of the meltblown fabric industry held on April 14, Yin Min, secretary of the Yangzhong Municipal Committee, clearly pointed out that industrial development is not so easy, nor is it the current production and organization method of rushing in and copycat low threshold Therefore, this phenomenon must be highly alert.
According to the above-mentioned government department sources, as of April 15th, all of the more than 800 enterprises involved in the production of meltblown fabrics in Yangzhong have been shut down and stopped; all check products are set up, and all products are not allowed to flow out of Yangzhong; relevant functional departments of Yangzhong are working closely with their superiors The competent department formulates product standards and safety production standards.
Who robbed the meltblown cloth
Yangzhong is just a microcosm of this melt-blown cloth hype. In fact, in addition to Yangzhong, there are also many cottage production lines in Zhejiang, Anhui, Guangdong, Henan and other places. Some mask manufacturing enterprises report that they receive a lot of meltblown cloth sales information every day, but they do not come from regular channels. On the one hand, Noluzi is prevalent, and on the other hand, it is not available through regular channels. Who robbed the meltblown cloth? road?
Has to say that the meltblown cloth has enough reasons to catch the neck of the mask industry. Meltblown cloth is made of a polypropylene material called high-melt finger fiber. It is an ultra-fine electrostatic fiber cloth that can effectively use static electricity to absorb viral dust and droplets. This is also an important reason why masks can filter viruses. It is for this reason that the mask lacks meltblown cloth as if a person lacks a heart.
In the production chain of masks, from polypropylene-meltblown material-meltblown cloth to masks, the domestic production capacity of upstream chemical raw materials polypropylene and meltblown materials are both in surplus, and prices have also remained stable. China's meltblown cloth industry is relatively niche. The meltblown cloth used for mask production is about 10,000 tons per year, and the daily output of large enterprises is about 10 tons. Under normal circumstances, market demand is relatively stable, but because of the new crown virus, the meltblown cloth can't stand.
"Now mask manufacturers are disturbed by melt-blown fabrics every day. They are not available through regular channels, even if they are very rare, and even wait for a month to be available. But melt-blown fabrics are sold everywhere in the market. I'm not afraid of expensive prices, but I'm afraid that the quality is not enough. Many fake and inferior meltblown fabrics have become mainstream, so now I would rather stop production, break the contract, and dared not buy meltblown fabrics casually.
Meltblown cloth's "one cloth is hard to find" is also the consensus of regular manufacturers.
"The goods without meltblown cloth. We are responsible for the production of meltblown cloth, not responsible for sales. The sales link is responsible for the sales of commercial companies." A Yanshan Petrochemical staff member said.
"We don't have any goods now. The goods have to wait one month later." Changde Meltblown Fabric Manufacturer.
The answer obtained by the first financial company from the melt-blown cloth production enterprise is almost the same: out of stock.
But, does China really have no production capacity for melt-blown cloth?
On March 27, according to Xinhua News Agency, Sinopec, SINOMACH and other enterprises switched to increase production, and the output of meltblown fabrics increased rapidly. As of March 27, the daily supply of melt-blown fabrics of central enterprises has reached 42.5 tons, and the cumulative production supply of more than 1,000 tons of melt-blown fabrics is available for the production of 1 billion masks.
20 new production lines of Sinopec and PetroChina were successively put into production in April, and the daily production capacity of melt-blown cloth of central enterprises is expected to exceed 70 tons.
According to the information of China Industrial Textile Industry Association, it is estimated that the domestic daily production capacity of meltblown fabrics will reach about 200 tons at the end of March and early April, which can meet the needs of about 200 million plane masks or 60 million medical protective masks. Meet the minimum needs.
In fact, the melt-blown cloth of the past is basically in the forgotten corner. According to statistics from the China Industrial Textile Industry Association, in 2018, the domestic production of melt-blown nonwovens was 53,500 tons / year, and the daily output was 146.6 tons. These meltblown fabrics are not only used for masks, but also for environmental protection materials, clothing materials, battery separator materials, wipe materials, etc.
The first financial survey found that the meltblown cloth, which has been running on traditional tracks, derailed when the new corona virus attacked.
"One part of the amount of meltblown fabric was deployed, the other part was taken away by middlemen, and even individuals, the price increase of each layer caused the terminal price to skyrocket to more than 600,000. In fact, the price of the goods from the production enterprise is now It has also risen to more than 300,000 tons, which is a higher price increase than in the past. "Said a person in charge of a Jiangsu melt-blown fabric production company.
The phenomenon of melt-blown cloth being commodities has long been noticed by the State Administration of Market Supervision and started to be rectified, but it does not seem to be contained, and prices have risen even higher.
At the press conference of the Joint Defense and Joint Control Mechanism of the State Council held on March 12, Chen Zhijiang, First Inspector of the Price Supervision and Competition Bureau of the General Administration of Market Supervision, said that with the continuous increase in mask production capacity, the output of meltblown cloth did not keep up in time, resulting in a certain supply and demand. contradiction. Some unscrupulous operators took the opportunity to drive up prices and disrupt the market price order. In response to the abnormal price fluctuations in the meltblown fabric market, the market supervision department resolutely investigates and punishes the "market blackhands" who drive up prices, and cuts off the chain of interest that disrupts the market price order.
Chen Zhijiang introduced that the General Administration of Market Supervision mainly did three things. One is to deploy special investigations. In order to support production and strengthen supervision, "two-handedness" and "two errors", we will strengthen market research by focusing on key points and dissecting sparrows.
The “Emergency Notice on Carrying out Special Investigations on Melt Blown Fabric Prices” issued on March 5 requires that Jiangsu, Zhejiang, Henan, Shandong, Guangdong and other eight provinces conduct special investigations on melt-blown fabric production enterprises, and concentrate their efforts on giving priority to melt-blown fabrics. Report complaints about prices and resolutely investigate and deal with suspected violations of the law.
"Melt-blown cloth is the most core material of masks. Without a melt-blown cloth mask production line, production can only be discontinued. However, there are not many large manufacturers that can produce melt-blown cloth. The industry as a whole is small and scattered. Because of the new The normal production cycle of the textile production line takes 6 months, so it cannot be built within a short time.
To meet the demand from time to time, and the sudden epidemic situation, the supply of melt-blown fabrics is in short supply, and domestic prices have skyrocketed. The serious imbalance in the supply and demand of the meltblown fabric market has caused individual companies to raise prices maliciously, thereby earning quick money and making huge profits. "A market supervision staff said.
In order to combat this phenomenon of habitability of strange goods, on March 6, the General Administration of Market Supervision and the Ministry of Public Security sent inspection teams to relevant places to conduct inspections on illegal acts that disrupted the price order of the meltblown cloth market. At present, there have been 5 cases in Guangdong Province and 2 cases in Jiangsu Province, which are a total of 7 cases in which the prices of melt-blown fabrics were raised.
Provinces have also introduced crackdown measures. On April 2, Guangdong ’s melt-blown fabric manufacturing enterprises collectively promised: no speculative price increases, no “epidemic wealth”, and no resale resale; on March 25, the Zhejiang Provincial Market Supervision Bureau, together with the provincial public security bureau, held the province A cautionary meeting on the price behavior of melt-blown fabric production enterprises; on March 12, Jiangsu Province held a meeting of melt-blown fabric production enterprises to propose four requirements for strengthening the price behavior norms.