Multi-country help for mask export orders surge, some companies intend to order without capacity
As the epidemic situation in foreign countries intensifies, the shortage of mask materials has become a problem. Italy, Iran and other countries with serious epidemics have frequently indicated that there are a large number of mask gaps.On the evening of March 17, the listed company Superstar Technology announced that it had received the EU CE Declaration of Conformity document, and the company’s protective mask had completed the registration of medical device registration in the EU.On the same day, Gree Real Estate, a listed company, responded to the inquiry letter of the Shanghai Stock Exchange that Sungogo Medical received the purchase information from customers in the European Union and North America, and there was no specific export order and export behavior.At this time, everyone’s eyes began to focus on the country where the epidemic has eased.According to the data released by Wang Jiangping, the deputy minister of the Ministry of Industry and Information Technology on March 6, through the resumption of production and production expansion, the production capacity can be increased to gradually increase the production capacity of medical supplies.1.6 million, and ordinary masks have reached 1 billion.In fact, some domestic mask manufacturers have also frequently stated that export orders have surged.In addition, according to incomplete statistics of Sauna and Yewang, Ao Jiahua, Jiu An Medical, Juxing Technology and other listed companies also frequently announced the progress of exporting masks.[The domestic daily production capacity exceeds 1 billion. Part of the production capacity is uniformly allocated by the government]According to the data released by the Ministry of Industry and Information Technology, the daily production capacity of ordinary domestic masks has reached 1 billion.The reporter searched N95 masks and disposable masks on major e-commerce platforms for several consecutive days and found that except for some e-commerce platforms that replaced a few price increases or masks that did not have price increases before the epidemic, limited snap-ups or pre-appointment snap-ups were required.The price of sex masks and N95 masks has increased relative to that before the epidemic, but the supply of goods is not as scarce as during the Spring Festival.On March 16, a mask dealer told reporters that the current supply of masks is relatively easy to find. Except for some medical disinfection masks with disinfection standards, the retail price of ordinary disposable masks has been lower than 3 yuan / piece.”It has not been exported yet,” the above dealers told reporters. At present, none of the mask manufacturers they have contacted yet has export business, and they are still mainly meeting domestic demand.In fact, the masks produced by some domestic mask manufacturers still need to obey the overall national deployment.On March 15th, the listed company Soyute issued an announcement saying that after the outbreak, the company invested in its own capital of 200 million US dollars to establish Dongguan Soyote Medical Supplies Company. The company began preparations for production after obtaining a business licenseSince February 16th, it has successively contracted with several manufacturers for many years, and ordered a total of 27 mask making machines.At present, 15 units have been delivered to the collected special medical supplies company, 4 of which have been put into the production of medical masks; the rest of the mask manufacturing machines are being commissioned and gradually put into production.Sue Yute reminded that, according to the requirements of government departments, the medical masks currently produced are subject to the unified deployment of the state and have not yet been sold to the market.As early as February, the Air Force also stated that the company’s wholly-owned subsidiary Xinhua Chemical produced protective masks and other products were uniformly deployed by the state and sold at a fair price.Leading shares also said on the investor question and answer platform on March 16 that the current disposable civilian masks produced by the Shanghai government will be deployed uniformly.Junsheng Technology said in a reply to investors on March 10 that its subsidiary Junsheng Technology has a mask production capacity of about 700,000 pieces / day. The disposable medical masks produced are uniformly deployed by the relevant departments of the Ningbo Municipal Government, except for some masks.In order to protect the enterprise’s own epidemic prevention work.Listed companies Zhende Medical and Jiete Biology also publicly stated that they would give priority to protecting domestic demand.Zhende Medical stated on March 16 that after the new crown epidemic occurred, the company worked overtime to produce more production to ensure domestic emergency supply.Since the occurrence of the New Crown epidemic, the mask products produced by the company have not been exported abroad.On the morning of March 17, Jiete Bio said on the investor interaction platform that the company’s mask output is affected by the supply of related materials, and so far it still has the priority to protect domestic epidemic prevention needs.Jiete Biological also said on March 12 that the company has no mask export business so far.[Nearly 80% of the mask concept stocks have overseas business. Some companies have received export orders]The selection data shows that among the current A-share listed companies, there are 29 companies that are classified as “mask concept stocks.”According to the 2018 annual business data, 23 of the listed companies have Hong Kong, Macao, Taiwan and overseas businesses, including Aojiahua, Lanfan Medical, Ogilvy Medical, Zhende Medical, Yuyue Medical, Xinlun Technology, Jiete BiotechnologyListed companies.Taking Lanfan Medical as an example, the company’s total operating income in 2018 was 26.500 million US dollars, of which, according to product classification, health protective gloves account for 60%.27%, according to the region, only 22 of them.73% is territorial income, 77%.27% is foreign income.After the epidemic occurred, Lanfan Medical decided to increase investment to build new medical and protective products projects, including the “2 billion / year medical mask project.”According to the company’s announcement on March 16, the project is currently invested by Lanfan Medical with 11.6 million and Qingdao Hainuo Biological Co., Ltd., and is controlled by Lanfan Medical.The equipment and the rapid introduction of products. At present, the company’s 200 million / year medical mask project has been completed and put into production.The Air Force also stated on March 6 that after the domestic epidemic has stabilized, the company will increase overseas orders for existing products, and will then determine whether to export protective clothing and mask products based on actual conditions.Ogilvy Medical is also an export enterprise of medical protective materials.On March 16, Ogilvy Medical replied on the investor interaction platform that the daily supply capacity of the existing company’s N95 medical protective masks is 210,000, and the daily supply capacity of medical surgical masks is 1.4 million.Overseas orders.According to the company’s 2018 annual report, Ogilvy Medical’s total operating income was 20 during the reporting period.2.7 billion yuan, overseas business income 18.09 trillion, 33 gross margin.40%.In addition, Shang Rong Medical responded to investors’ business time on mask export on March 16 that the company is meeting domestic market demand and has resumed export order production.Aojiahua, a listed company, recently responded to investor questions on the interactive platform: “The company’s masks, disinfection kits, temperature guns, purifiers and other related anti-epidemic products have successively accepted overseas orders, and have successively arranged production and export.”What’s more, except the direct exit of the mask, the export of the key raw material melt-blown material of the mask is put on the agenda.On March 5, the listed company, Plett, stated that the company currently has a small number of orders for melt blown pp materials from South Korea, Vietnam and other places.On March 16, Guoen said on the interactive platform that the company only has export capital quality for mask special materials. In the past, there was no overseas sales of meltblown materials, and the company’s international business department is in contact.[Currently, there are already listed companies exporting masks, some of which have not yet been formally produced]For some companies that have not yet exported masks, they have also begun to apply for mask export qualifications to deploy in overseas markets.On the evening of March 17, the listed company, Superstar Technology, announced that the company received the EU CE Declaration of Conformity document. According to the regulations of the EU medical device regulations, the company’s protective mask has completed the registration of medical device registration in the EU.Superstar Technology stated that after the company ‘s protective mask products passed the EU CE declaration of conformity, the company will be able to fully sell the above products in the EU market. The company is actively promoting the sales of this product in the EU market and supporting the corresponding production capacity according to the order situation.In addition to the EU market, Justar Technology also announced on the evening of March 16 that it received a notification from the US Food and Drug Administration (USFDA) that the company ‘s application for the protective mask product application filed with the US FDA was approved and the company will be able to enter the US marketFully sell the above products.The company is actively promoting the sales of this product in the US market, and supporting the corresponding production capacity according to the order situation.Initially, until now, Superstar Technology has no production capacity for protective masks.Superstar Technology stated that the company’s current protective masks are all produced by outsourcing; although the company has received the intentional orders from EU customers, it has not officially announced the protective mask contract with EU customers. “It is not yet possible to predict its impact on the company’s performance”.”Also in the initial mask export qualifications are listed companies Sanfu Outdoor.Sanfu Outdoor said on March 16th that the demand for masks and mouths is currently running through. The Jiangsu Sanfu plane protective masks are already in production, and new machinery and equipment are being put in place. Before the end of the month, flat masks and KN95 masks will reach hundreds of thousands of pieces per dayability.The oral qualification has been completed recently, and the medical qualification and CE certification are in the process.In addition, the listed company BYD said on the interactive platform on March 17 that the company’s mask output has reached 5 million pieces per day. If there is demand overseas, the export of masks will not be ruled out.Bobaolong said on March 16 that the company’s mask protective clothing has been mass-produced. The current protective equipment mainly supplies domestic epidemic prevention. Through the improvement of the domestic epidemic situation, it will develop overseas export negotiations according to the development of the situation.In the evening of March 17th, the listed company Gree Real Estate said in response to the inquiry letter of the Shanghai Stock Exchange that in recent days, Sun Company Gaoge Medical has successively responded to the purchase information from European Union countries and North American customers, taking into account the throughput and international demand of Gaoge Medical.Grid Medical has drawn up a mask export plan.Gree Real Estate said that at present, Gaoge Medical has built four mask production lines, with a full-load daily capacity of 350,000 to 400,000 pieces, and an actual daily output of 200,000 pieces; six production lines are under construction. The planned export destination of Gog Medical Masks is the EU countries, and the current purchase information is certain orders. There is no specific export order and export behavior.Sauna, Ye Net Li Yunqi editor Yue Caizhou proofreading Yang Xuli