In this year's global epidemic war, the production capacity supply of melt blown non-woven fabrics has attracted countless people's attention. Not only China, but also Japan and South Korea are short of meltblown nonwovens with the spread of the epidemic. Some importers and exporters of meltblown nonwovens have recently started to buy meltblown fabrics in China to supply Japanese and South Korean enterprises.

At present, the supply of raw materials for melt blown nonwovens is relatively stable. According to Sinopec, the price of PP material for melt blown non-woven fabric, which is the raw material for melt blown non-woven fabric, fluctuates little, and the price and output are relatively stable. Under the condition that the upstream raw material supply is stable, why is there an obstacle for the melt blown non-woven fabric to expand its production capacity in a short time?

The reason for this is that the price of the production line of melt blown non-woven fabric is millions of yuan, and the price of the import line is even higher; the delivery cycle of melt blown equipment is usually about 8 months, plus about 2 months of installation and commissioning time, which is difficult to meet the surging demand in a short time; there is a technical threshold for the commissioning and operation of melt blown line, which requires experienced engineers and technology Worker. At the same time, it can not be ignored that the melt blown non-woven fabric used for medical masks has strict requirements for product quality, performance, filtration efficiency, etc., and it needs electret treatment to achieve more than 95% filtration efficiency without changing respiratory resistance, which plays an effective role in filtering viruses, so as to achieve the standard of medical masks.

What's more, once the epidemic subsides, the originally small melt blown non-woven fabric market will face huge competitive pressure, which also makes many investors have to think carefully.

The technology of melt blown nonwovens has been introduced into China for only a few decades. In 1994, China introduced the melt blown production line. At the beginning of development, due to the high purchase price of equipment, high production and operation cost, the price of melt blown products is high, and the lack of understanding of product performance and use, the melt blown market cannot be opened.

In view of the performance of melt blown nonwovens, its development is closely related to public events, which will generally accelerate the development of the melt blown industry. For example, due to the limited poultry breeding and low down and high price caused by avian influenza, the heat preservation cotton with melt blown / three-dimensional crimped polyester staple fiber composite used for bedding came into being. With the outbreak of Ebola, the demand for filter materials has increased. In the fight against SARS, melt blown and SMS non woven fabrics have gained new recognition and favor in the market and attracted a round of large-scale expansion due to their excellent protection and isolation functions. Before the outbreak of the epidemic, because China's melt blown non-woven fabric industry has been in the "tepid" development for a long time, the overall production capacity is relatively small, the number of domestic large-scale manufacturers of melt blown cloth is not large, and the industry as a whole presents a small and scattered situation.

Opportunities and risks, investment should be cautious

However, although the domestic production equipment of melt blown cloth has been localized, the production of core parts such as spinneret still mainly depends on the supply of foreign manufacturers. This also has an impact on the expansion of melt blown cloth production capacity. A supplier of melt blown nonwovens production equipment in Zhejiang also said that the market scale of melt blown nonwovens was not large. Once the epidemic passed, melt blown nonwovens manufacturers would face huge competitive pressure. During the SARS period, more than half of the entrants ended up at a loss. "This link is too risky." "Even if we use national components, the overall delivery time will be more than three months," the person said. It is difficult to maintain the stable product quality of national equipment for a long time, and the quality of melt blown cloth is also the key to the quality of medical masks. "