As more and more companies join the ranks of mask production, the price of medical meltblown cloth is also rising.
China Business News reporter learned that due to the conversion of some companies to medical meltblown cloth, which squeezed out the capacity of other non-woven materials, the raw material capacity of diapers was affected. The cost of some raw materials rose by more than 60%, which also led to the increase in the cost of diapers. A small number of small and medium-sized enterprises couldn't resist the price increase, but most diaper companies did not dare to easily increase prices.
醫用 Medical masks were once out of stock after the outbreak. Domestic diapers and sanitary napkin companies, as well as PetroChina and automobile companies, have switched to producing masks. The latest data from the National Bureau of Statistics shows that the average daily output of masks in China has expanded rapidly, reaching 116 million pieces per day, and the gap in masks has been alleviated. However, the demand for mask raw materials has also risen, and it has brought some new problems.
響應 In response to the national call, Beinmei Group also introduced two high-speed 3D ultrasonic mask production lines in its diaper factory to produce daily protective masks and medical masks, with a daily output of up to 500,000. The production of maternity and baby products and masks are at the same level in terms of aseptic production conditions and hygienic testing requirements, and there are similarities in materials, so conversion is not difficult.
However, the purchasing staff of the Beinmei Group found that the prices of related raw materials were skyrocketing. Among them, the meltblown cloth market price rose from 20,000 / ton to 100,000 ~ 200,000 / ton, but it was still in short supply; on the other hand, it was usually supplied Sufficient diaper raw materials have also become tighter, and prices have continued to rise.
Xu Chaojie, head of another diaper brand 9876 in Hangzhou, also encountered the same problem. He told the First Financial Reporter that the leak-proof non-woven fabric used in the production of diapers is also SMMS water-repellent nonwoven. Now it is almost 22,000 ~ 25,000 yuan / ton. The supply is tight, and the money may not necessarily get the goods. At present The supply chain of large factories is relatively stable, while the situation of some small factories is more difficult.
Under normal circumstances, the first layer of the mask is a water-repellent nonwoven fabric, the second layer is a medical meltblown fabric, and the third layer is a skin-friendly nonwoven fabric. The inner and outer layers are also used in the production of diapers. Not scarce raw materials.
There is no difficulty in supplying diaper raw materials, and the price increase is caused by comprehensive factors. Guangdong Non-Woven Fabric Association responded to the First Financial Reporter that on the one hand, after the outbreak, the melt-blown fabric necessary for the production of masks is scarce. Some manufacturers of SMMS nonwovens may adjust the production line and switch to melt-blown fabrics. The raw material capacity of woven fabrics will be affected. On the other hand, due to the large market demand, the price of PP raw materials for non-woven fabrics has also risen significantly. The Association has previously learned that the price of PP chips has increased from less than 10,000 yuan per ton to 15,000 yuan / ton. In addition, the epidemic has brought about rising logistics and personnel costs.
On the other hand, diapers are a "just-in-demand" product for mothers and infants. After the epidemic, some consumers' stockpiling has also increased the tight supply of the market.
It is worth noting that the rise in raw materials has also brought pressure on diaper companies. Since late February, a small number of small and medium diaper companies in Guangdong and other places have issued price adjustment letters, and the increase has mostly been 5%. However, according to industry estimates, accounting for this round of rising raw material prices to diaper products may cause costs to increase by nearly 15% to 20%.
However, the reporter noticed that the majority of diaper brands did not raise their prices, especially on platforms such as JD.com and Tmall. At present, the price of imported diapers has not changed significantly. Multi-store customer service also said that they have not received manufacturers for the time being. Price increase notice.
In the industry's point of view, it is difficult to say that the cost of diaper companies has risen but they dare not raise prices.
Maternal and infant industry analyst Cao Tianwei told China Business News that there are many brands of diapers in the domestic market. The continuous decline in the number of newborns in the domestic market in the past three years has led to intensified market competition. The industry itself is hand-to-hand. It is difficult to develop sales channels and increase prices Causes market share loss; on the other hand, diapers and milk powder have different levels of “just need”, milk powder must be imported, so consumers are extremely sensitive and will not easily change brands, but there is not much risk of diaper brand switching. Prices may cause consumers to change brands.
"We don't plan to raise prices." According to Xu Chaojie, they are prepared to digest the rising costs. After all, as the epidemic situation improves, the prices of raw materials will gradually stabilize, and the factory will be on track. Such high prices will not continue too much. For a long time, but for some small and medium enterprises, this level may not be so good.