Shanghai Daoqin Plastics Co., Ltd.

3 month 末, 随 疫情 in full 球蔓延, add large medical use product for outer force degree, already 经渐渐 drop temperature 熔喷布 demand again degree 出现井喷, belt/tape raw materials polypropylene (PP) price fast speed rise. production capacity 不断释放, polypropylene (PP) 回调风险也 in add 剧.

lower demand increase

随 疫情席卷 full 球, supply and demand 缺口持续 expand large, as is core material 熔喷布 and its raw materials price again rise, currently internal separation 熔喷布 price already 达40万~50 10,000 yuan (吨价, lower 同), 而疫情 front price is 2 10,000 yuan.

“受 lower 游熔喷布 demand belt/tape 动, currently high MFI polypropylene (PP) price is 8 10,000 yuan left right, semi month front has 9000元. in is several 报价, upper lower price can can versus 差 10,000 yuan. ”一位 from 事熔喷 specialized material sales table/sheet 示.

事实 upper, due to 熔喷布 market price fast speed rise, 一 不符 combined medical grade grade 别熔喷布 production enterprise already rear 春笋般涌出. small as is equipment process upper, can production 300~400 low MFI polypropylene (PP), generally specialized material requirements using/adopting 1500 high MFI polypropylene (PP).

“部 separation in small enterprise profit 驱动, use specification low MFI polypropylene (PP) production 熔喷布, is raw materials polypropylene (PP) price high causes. ”金联创 chemical industry high grade analysis 师李莉 table/sheet 示.

more analysis machine is, polypropylene (PP) price high remove basic demand belt/tape outer, more more is to market machine sleeve/set effect/influence.

price or 受限

“ polypropylene (PP) price is short 期, rear or will 回归理 property. ” in 宇资讯 analysis 师杨琳 table/sheet 示.

from raw materials 看, propylene production can using/adopting strip/profile 路线, separation 别以石油, liquid gas and is raw materials, its in liquid gas made propylene output/production volume more, cost comparison low. currently propylene supply versus for 充足, lower market 开始整顿, demand or decrease/reduce, propylene market 开始回调.

from lower 游看, 商务部 already lower most new notice, from 4 month 10 day 凌晨起, KN95口罩不允许激 light upper belt/tape has CE, FDA, FFP2, FFP3 and other 字样, can printing 口罩自身 执行 standards and type 别, and 每一批出厂交付 口罩 need 抽样做商业 testing testing report, for 违规操 as heavy 罚并吊销证 parts and certification. meanwhile, 方政府开始整顿“三无”家庭 as 坊式 熔喷布 and production enterprise.

in 熔喷布 market lower, polypropylene (PP) fiber material demand decrease/reduce. currently inner data, production capacity 约2 100 million /天测算, polypropylene (PP) fiber material demand amount 约200吨/天, make upper 近期急剧 expand 张 方 property 熔喷布 small as demand, data 翻一倍, overall for polypropylene (PP) fiber material demand amount is 400吨/天. stage/phase inner polypropylene (PP) fiber material ratio/proportion 接近40%, polypropylene (PP) fiber material output/production volume already in 2 10,000 tons left right /天, 供 于求不言而喻, price in difficult 免.

受益化企 still need 警惕

受口罩 price rise effect/influence, and related industry chain from in separation 一杯羹, polypropylene (PP) specialized material production enterprise 受益.

熔喷 material production enterprise corporation 披露 一季报显示, company belongs to upper company shareholder profit is 6939.89 10,000 yuan, year-on-year growth 91.6%;经营 active generate cash flow amount 净额达7587.84 10,000 yuan, growth 2.7倍. Pret degree profit 达0.52 100 million yuan, year-on-year growth 112.01%.

受利益推动, 一 化企 positive in capacity expansion 期. corporation in 互动平台 upper table/sheet 示, company has 20 strip/profile polypropylene (PP) specialized material production in 产. currently material market demand 旺盛, in new increase 8 strip/profile production 线基础 upper also increase 5 strip/profile new production 线, expected 于5 month in 旬安装 debugging 完毕, company has 33 strip/profile production can production material; Pret USA company polypropylene (PP) specialized material currently output/production volume can 达20吨/天;卫星石化熔喷 polypropylene (PP) specialized material plant/unit 也处于满 negative production.

in table/sheet 示, enterprise utilizing has polypropylene (PP) Raw Materials outer production 熔喷布. 5 month 底, 16 strip/profile 熔喷布 production full start production rear, add upper enterprise 5吨/天 production capacity, will formed 10,000 tons 熔喷布 year production capacity, year can use processing one-time property medical grade ultra- 100 100 million.

国泰君安 research report is, 5 month 份, in 建熔喷 polypropylene (PP) specialized material 产线 陆续 start production, and 熔喷布 批 amount upper 市, polypropylene (PP) industry chain short supply and demand issues or will to has understanding, add Imported impact, market will 回归理 property, inner 应警惕 investment 风险.