Face mask meltblown clothFace mask meltblown cloth
When 2020 just arrived, few people knew what melt-blown cloth was, but after only three months, it became the hottest business.
Some people have become rich overnight, and the value of related machinery and raw materials has skyrocketed. In the past three months, meltblown cloth has even possessed certain characteristics of futures, such as high volatility and high leverage.
Of course, there is-high risk.
"99 meltblown cloth, three days later, take the delivery code to pick up the goods nationwide, for the speed, don't count on the spot." When you also see similar copywriting in the circle of friends, will you feel the same as me, feel the heat outside , Also thought of a word called "moth put out fire".
Everything is in short supply
In the early hours of March 30, Luo Hao (a pseudonym), a businessman from Changzhi, Shanxi, went out. His destination was Taixing, Jiangsu.
The journey was more than 900 kilometers, but under the alternate driving of Luo Hao and the driver, the empty truck only ran for less than 13 hours. After arriving in Taixing, he did n’t even drink a sip of water and grabbed the phone to contact the seller. .
"I'm here, where are the goods?"
The goods are five reducers, which are the core components of the melt-blown cloth machine. Compared with the price of more than 2,000 a year ago, the price has now been 10 times.
"Twenty-one sets, no problem, move into the car." Luo Hao's eyes were red, staring at the machine in front of him. He knew he could not lose, and the customer was waiting in his office. The price they paid was higher than this.
"Now it's not money or money. The question is, are there any goods in the market. You don't grab, some people want." Luo Hao said. At the end of last year, Luo Hao was still worried about the order. The sales of the blow molding machines he produced are stable, but it is difficult to increase. Coupled with the impact of the epidemic, the factory was shut down, and the future was worrying.
In early March, shortly after the factory resumed work, several Zhejiang merchants came to the house to purchase the "basic version blow molding machine."
Luo Hao said that the structure of the melt-blown cloth machine is similar to that of the blow molding machine, and the core components are a special reducer and special screw for rubber and plastic equipment, but it is simpler than the blow molding machine and can be made with a little modification. "The price he offered is too high, one 120,000 yuan. Our cost is less than 10,000."
As a result, the factory accelerated its operation. After combining the reducer, screw and other related parts together, the core part of a melt-blown cloth machine was built, but the raw materials in stock were soon not enough. He began to look around in the industry. The bill of lading was taken by him from a friend, for which he paid a great price.
"The ex-factory price of the machine has been rising, and now one machine is making at least tens of thousands of dollars. In short supply, one is assembled and then one is taken away." Luo Hao said that these machines were pulled to Zhejiang, Fujian, and Jiangsu, and were not necessarily used directly. In the production of melt-blown fabrics, many machines will be auctioned as soon as they are put on the ground, and those with the highest prices will be awarded.
Luo Hao's fantasy journey is just the epitome of an era.
In the past three months, the mask business has made no gains. Not only is the market in short supply, but under the encouragement of the policy, the local government will also purchase, store and purchase key medical materials such as N95 masks and protective clothing. In order to speed up the production of protective equipment, the central bank has also provided 300 billion yuan of loans to the corresponding enterprises.
Driven by such efforts, countless people have entered the game, including large enterprises and small and micro participants.
"As long as you have a mask, you can change to cash."
However, masks are not as simple as "three-layer paper".
First of all, to produce disposable medical masks, you must apply for three certificates-production license, medical device registration certificate and license issued by the Food and Drug Administration, and to produce masks, you must first have a sterile production workshop, and, There must be a machine.
But the mask machine market is even more crazy.
"The regular manufacturers that can be found on the Internet no longer take orders, and the government's business is enough for them to produce." A friend who stepped on the entrance mask production industry said that in order to find a mask machine, he was haggard.
"The second-hand machines have been fired up to 1 million. Some online are scammers, and now there are drawings of mask machines on Taobao." The friend who was originally interested in water said, "I want the drawings to be useful, but I can't produce machines. "
It is precisely because of the madness of the terminal (mask) market that the raw material (meltblown cloth) market has also become fantasy.
Comprehensive media reports that in the past three months, the unit price of melt-blown cloth has increased from 20,000 tons to 650,000 yuan. After that, it has decreased from 650,000 yuan to 150,000 yuan. Now it has rebounded from 150,000 yuan to 50 yuan. Around 10,000 yuan, the volatility is more thrilling than the stock market.
Now, there are countless people doing business around melt-blown fabrics, among them are manufacturers of melt-blown fabrics, and brokers who buy short and buy short.
Everything revolves around money
Yangzhong was a county-level city in Jiangsu. Previously, the most famous city card was the blowfish, and now it is a meltblown cloth.
According to media reports, in the past month, relying on the originally developed industrial cluster, regular manufacturers and private workshops in Yangzhong have started to produce melt-blown cloth together, and they want to make a fortune by making a fortune.
According to incomplete statistics, there are currently nearly 500 melt-blown fabric operators in Yangzhong City, Jiangsu Province, and the entire industry is developing in a blowout.
In Yangzhong, 24 hours of construction is the norm, and in Baidu Meltblown, it sells meltblown fabrics, sells reducers, and supplies polypropylene. "One price per day" has become the norm in the industry. Price fluctuations are written naked on the Internet.
Last year, the price of melt-blown cloth was about 20,000 yuan per ton. At the beginning of February, the price had risen to 80,000. In mid-February, the market price of melt-blown cloth was around 260,000. One ton, the daily stability is between 350,000 and 450,000. According to the latest post "Wujiang, Jiangsu, spot quality is guaranteed, domestic goods 99 medical 51 one ton" shows that before the press release, the unit price of ton of melt-blown cloth once again exceeded 500,000.
A great profit is a blessing on the production side. What is even more terrifying is the "no money at all" on the circulation side.
The hotness of melt-blown fabrics in China has led to the inflow of overseas melt-blown fabrics. In the post bar, countless people released information: "The spot is in Manzhouli" and "Korea meltblown fabric has entered the customs."
"Who knows the truth?" A boss in the mask industry revealed the truth. "80% are fake."
The boss said that the hot melt-blown cloth market has caused countless people to flock into it, some of whom can contact the manufacturers and become sales channels, and some brokers who cannot reach the manufacturers, either be cheaters or melt-blown cloth When futures are speculating.
"I contacted a person who claimed to have a source of melt-blown cloth through an industry mutual aid group. The other party said that there was no stock. Waiting for two or three days, 410,000 yuan a ton." The boss said he did not dare to buy, "even if the other party I ’m not a liar, and I ca n’t wait. He said that two or three days will definitely take more than a week. Now, time is money. "
A similar sale has even appeared in the circle of friends: a friend in the micro-business industry recently sold a melt-blown cloth, "99 melt-blown cloth, three days later, take the delivery code to pick up the country, please speed, don't stop Expect the spot. "
There is no spot, speculative delivery notes, price fluctuations are fierce, and the hot sale of melt-blown cloth, like the futures market, of course, it is also highly leveraged-at the current price of melt-blown cloth, if you want to participate, you must prepare a lot of Only cash can have confidence and courage.
In the late 1980s, China's consumer goods market ushered in price breakthroughs, especially in the home appliance industry. At that time, the production capacity of the enterprise did not fully cover the vigorous market demand, and merchants of "delivery notes" came into being. The early "downlords" often used 15,000 yuan to buy 10 Wanjiale water heaters that will be produced next year, and then increased the price to 18,000 yuan to sell, and did not open the door, creating a GDP of 3,000 yuan.
However, it was not uncommon to see "one step to make money and one step to bankruptcy" at that time. The futures market itself has "high risk". I don't know if speculators participating in "speculation" have thought of it.
This industry is about to break down
In fact, the risk of this industry is at hand-after the time enters April, the environment is quietly changing.
On March 2, the National Development and Reform Commission announced that the daily production capacity and daily output of Chinese masks continued to grow rapidly, and both exceeded 100 million. The domestic panic mask has been alleviated, and the price of the mask has increased by dozens of times, and the price has dropped. Today, the domestic epidemic has been effectively controlled, and mask manufacturers who are madly on the horse can only stare at foreign countries with serious conditions.
However, foreign demand is not the same as domestic demand. Most of the masks demanded by foreign users are N95 and KN95 masks that can be used many times. Disposable medical masks are not popular. On the other hand, China is raising standards.
According to media reports, starting from April 10, 19 medical materials have been included in the export legal inspection list, the largest of which is the mask.
All this means tightening on the consumer side. On the production side, chaos is gradually being sorted out.
According to the Yangzhong Evening News reported by local media in Yangzhong, behind the blowout of the melt-blown cloth industry, the chaos in the industry is endless. Some melt-blown cloths purchased by buyers are broken as soon as they are pulled, and some products are not up to standard. This made the local government nervous, and meetings on strengthening supervision were held almost every day. The same scene also happened in Jiangyin and Ningbo.
In addition, the entry of big manufacturers will also make the industry gradually normal.
As the largest medical raw material supplier in China, Sinopec was originally the most upstream producer of polypropylene raw materials in the mask industry chain. After the outbreak, in order to ensure the stable meltblown cloth prices in the middle reaches and the supply of downstream mask products, Sinopec decided to fully participate in the production of meltblown materials, meltblown cloths and masks in accordance with the requirements of the SASAC, and opened up the entire industrial chain of mask production.
A few days ago, Sinopec Yanshan Petrochemical's two meltblown fabric production lines were successfully commissioned at one time and will be put into production as soon as possible. In Jiangsu, Sinopec Yizheng Chemical Fiber and eight meltblown fabric production lines are being accelerated and are expected to be completed and put into production in mid-April.
In addition, there are new materials appearing, according to the Zhejiang Daily News, a company in Ningbo has developed a spray replacement. With all efforts, the existing melt-blown cloth sales will also stabilize as in the mask industry. This is due to economic law, as the sentence said, "When the aunts at the door know that stocks make money, the bull market will come to an end."
The beginning of a swarm will inevitably lead to a rambling ending. Nowadays, in this game of drumming and passing flowers, some smart people have started to leave the field, but there must be someone who finally took over.
Will this person be you?