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outer 行跨界扎堆产口罩: inner 需, 拉股价, 困局 in material material
2 month 8 day, 工信部官方 micro 博“工信 micro 报” in 转发央视 about/regarding China group long 刘敬桢 一段采访时回应 “ China as is manufacturing large 国, is 何口罩不够 use? ” issues.
图: 工信部回应“ China as is manufacturing large 国, is 何口罩不够 use? ”
工信部 in micro in table/sheet 示, upper, China production speed, 仅需0.5秒/, however, analysis standards process/workflow, need 7天 to semi month.
“也就 is 说, large year add production that batch 口罩, can can rigid rigid upper 市! ”
01, what analysis 消毒?
一台俗称打 sheet/slice machine 口罩本体 manufacturing machine, from Raw Materials material to formed product formed, can strip/profile 线自动化 as 业. production capacity can to 120 sheet/slice / separation above. 即0.5秒/ sheet/slice. positive medical grade in production rear, using/adopting ring oxygen 乙烷灭菌, 灭菌. is this 样一, upper has ring oxygen 乙烷残留.
ring oxygen 乙烷本身 is types material 质, its material not only 会刺激人体呼吸道, also for 人体健康造 formed 风险. therefore, must through analysis methods, make ring oxygen 乙烷释放, to safety content standards, testing combined rear, can upper 市. analysis process need 7天 to semi month.
“如此 看, will has a large amount of upper 市. ”
industrial and 信息化部 new 闻发言人, 运行监测协调局局 long 黄利斌2 month 2 day introduction, China production capacity is 每天2000万, currently production capacity rate 60% above, for/regarding non 常紧缺 口罩 and other material 资, 工信部 positive full force enterprise 克服春节 false and expand dispersion and other difficult degree, fast 复工复产.
2 month 5 day, in 国务院联 anti mechanism new launch event upper, development 改革委社会 development 司副司 long 郝福庆 introduction, 截至2 month 3 day, full 国22 focus/key point 省份口罩 output/production volume already to 1480.6万, ratio front day month-on-month growth 3.1%, production capacity utilizing rate to 67%, month-on-month improve/increase 2 百 separation 点. its in, most N95口罩 already to 11.6万, month-on-month growth 48%. other medical grade day output/production volume 998万, month-on-month growth 36%.
“总体看, output/production volume 呈现持续 upper rise 势头, especially is anti 治一线急需 medical grade N95口罩, excellent 先保障, increase speed more fast. for/regarding enterprise will production capacity issues, again strong/high 调, rear output/production volume, will 进行收储, need combined standards, enterprise can 开足马 force production. ”郝福庆 table/sheet 示.
2 month 7 day, 财政部副部 long 余蔚平 in new launch event upper 说, is enterprise 保质保 amount increase focus/key point medical anti material production, 如N95口罩, anti and other, will for enterprise more production focus/key point medical material 资, full 部由政府兜底 procurement 收储.
02, more enterprise 跨界做口罩
is understanding currently market supply 紧张局面, remove 原口罩 production enterprise accelerated production supply outer, less automotive, 石化, clothing/apparel and other industry enterprise 转产口罩/ anti production business, this company has adjustment production plan, has renovation, increase production 线, 纷纷转产紧缺 resistant material 资.
2 month 6 day, automotive in its micro published 消息称, general purpose 五菱联 combined supply 商转产口罩 production, 设置14 strip/profile production 线以支持一线疫情 anti 控, its in 4 strip/profile is N95口罩 production 线, 10 strip/profile is generally medical grade anti 护口罩 production 线, day production amount can 达170万 above.
upper general purpose related negative 责人称: “不 is 我们转 production 口罩, is company combined supply production 口罩, 我们自己 整车 factory also is production automotive. ”
renovation rear production workshop will month inner formed use. project plan formed 12 strip/profile production 线, N95, generally medical grade anti 护口罩 production 线, types type type production amount according to 实际情况进行设置.

据悉, production Raw Materials main/primary is polypropylene (PP), production melt quality flow speed rate in 33-41g/min polypropylene (PP) product, can to polypropylene (PP) 熔喷无纺布 standards, used for medical grade use product, use use product and other field/area. currently upper general purpose production separation product in, positive is using/adopting can used for medical grade use product high specifications material polypropylene (PP) production 隔音棉.
此次 upper general purpose 五菱联 combined upper supply is 广西德福特 group has company, main/primary production NVH隔音棉 and other polymer/macromolecule material and its parts. upper general purpose will in production tube/pipe 理, project tube/pipe 理, equipment 保障, quality tube/pipe 控, packaging and other provide and Technical Support.
2 month 6 day, 富士康科技 group published 消息称, lower industrial in group 龙华园区首次导入口罩 production 线并于5 day achieve 试产, currently positive in product certification in.
related production capacity expected in 2 month can to day 产200万, not only will most large degree meet/satisfy group anti demand, also will 视情况积极 for outer 支援输出, is currently anti as provide has force 支撑.

▲ 富士康口罩 production 线现场, equipment and achieve full made
2 month 8 day, ratio Di 宣布, positive in 紧急调配资源, anti material production equipment design and manufacturing, 援产口罩 and liquid, meet/satisfy currently for anti material 资 迫切 demand. 据官方透露, and liquid expected will in 2 month 17 day front rear amount 产出货(口罩 production capacity month can 达500万 /天, liquid production capacity 5万 bottle /天), 直至疫情缓 understanding and remove. 广汽 is upper general purpose 五菱, ratio Di rear, 第三家宣布 new increase production business 车企. 广汽 group table/sheet 示, currently positive in full force 以赴调动资源紧急论证 and research production as, 争取早 day 落实. 此项工 as 由广汽 group parts 事业本部 negative 责推进, effect/influence manufacturing 主业. 2 month 6 day, group 党委书记, long 曾庆洪一行 front 往东莞考察口罩 production equipment manufacturing fast 裕达, understanding production equipment manufacturing, and debugging technology, research newly built production technology can property. currently, related already in has 关口罩 production equipment manufacturing 商, 并 手 training related process 人员. is fast anti 护口罩 production equipment molding, welding and machine 械, electrical and other related technology and production process/workflow, technology in 心员工 already 主动报名参 and 学习. 

China 石化也 published 消息称, lower electronics 商务网站 China easy positive in 寻找口罩 machine. table/sheet 示, company has 熔喷布, has enterprise raw materials, can upper 门.
remove outer, water 晶家纺, corporation and other clothing/apparel enterprise 纷纷转产 anti 护服.
专业人士 table/sheet 示, from overall 看, medical grade production technology 壁垒不 high, main/primary bottle in medical grade and Raw Materials supply.
口罩 自动 production using/adopting formed 卷 无纺布, 自动切割 formed outer 形, pressure rear welding belt/tape, 经 消毒 and other packaging formed product, full process is full 自动化. medical grade outer 科口罩 need Raw Materials 包括无纺布, 熔喷布, 滤材, ring oxygen 乙烷灭菌, packaging materials, belt/tape and other, Raw Materials supply and to is currently production capacity rate important factors.
from currently 情况看, medical grade production 门槛略 high, its core in 于资质. in 特殊时期, medical grade production 资质 审核 can can relatively 平时会 has speed. from upper company 公开信息 can to, related company fast speed to production medical devices 注册证.
03, industry chain 
口罩 industry positive in 经历一场遍 开花 旅程. this enterprise 跨界, is “玩票”? also is true 情实意? 他们 口罩 business, also can 否顺利开展?
if has industry chain 支持, mono 凭任何一家 rigid rigid enterprise, or difficult formed its 事.
from industry chain 看, upper Raw Materials and production equipment, in 游 口罩 manufacturing, and lower sales 流通三 step/link.
currently, 各跨界 enterprise main/primary is in 游 口罩 manufacturing step/link. this step/link need meet/satisfy workshop, equipment, 人员, Raw Materials and other more conditions.
以 production automotive upper and machine industrial is 例, automotive factory workshop already is workshop, renovation rear very fast can meet/satisfy production requirements. precision electronics product industrial 富联也 tool 备无尘 workshop 基础, can renovation rear 进行口罩 production.
in addition, production equipment price 方面, used for production N95口罩 一整 sleeve/set full 自动杯 type molding machine market price large in 30-35万, used for production medical grade equipment sleeve/set large in 15-20万. for/regarding this category of enterprise 而言并不算贵.
04, production 造口罩不 difficult, difficult is Raw Materials in production in, Raw Materials demand in 熔喷布.

口罩 technology content main/primary is in “布”里. 熔喷布 full is medical grade high MFI 熔喷无纺布. its manufacturing process separation complex, this is made production speed degree causes 之一.
首先, in 炼油厂 inner will 原油炼 formed polypropylene (PP), again 经 化 factory production polypropylene (PP) pellets, 经 炼化 rear to high polypropylene (PP) fiber, rear again through method production 出无纺布. most rear also need for 无纺布进行驻极处理, let fiber belt/tape upper electrical 荷, from improve/increase efficiency.
currently inner high fiber production enterprise 共31家, 2019 year full year high fiber output/production volume in 88 10,000 tons left right. production high enterprise inventory/review.
1, enterprise, has polypropylene (PP) advantages
2 month 6 day, China in micro upper toward outer 界发出声音, related equipment, 进行口罩 production. “我 has 熔喷布, has machine? 1.我们 need machine. has 富余, can use equipment, can let to 我们, will production, increase 产口罩. 2.我们 has 熔喷布, 您若缺此 raw materials, can upper 门. ”
in in 跨界口罩 process in issues, is lower other 跨界者 issues.
currently, inner related Raw Materials enterprise positive 逐渐复工, 以保障口罩 industry chain raw materials supply. need solution this issues, need industry chain upstream and downstream enterprise 协助.
China new 闻办透露, 截至2 month 7 day in 午, China already and combined as for formed 11 strip/profile production 线, will equipment 安装程序. 据初步估算, to 2 month 10 day, China will force new increase production capacity 13万 sheet/slice / day. to 2 month 29 day, will achieve new increase production capacity 至60万 sheet/slice / day, 至3 month 10 day, new increase production capacity will increase 至100万 sheet/slice / day above.
2, Raw Materials enterprise add improve/increase production capacity
天津泰达旗 lower 天津泰达洁净材 material has company has 7 strip/profile 熔喷布 production 线, production capacity to 7000吨/ year. day 报报道显示, 泰达洁净 according to development 紧急启动 四 strip/profile production 线, production capacity to 10吨, can used for 700万 to 800万 口罩 production.
但 in currently less in 封闭之 in lower, material 流运输, and other issues will formed is this 跨界口罩厂家 另一 issues.
05, enterprise production 口罩目
has to use, has 靠此拉股价
跨界 production 口罩, applications not only is mono pure 售卖. 各家跨界厂商都 has 自己 想 method.
industrial in micro 信公众号 published in to, 产口罩“ not only will most large degree meet/satisfy group anti demand, also will 视情况积极 for outer 支援输出, is currently anti as provide has force 支撑. ”由此 看, short inner its 产口罩 will used for internal day use.
currently, 富士康 in inner 员工数 amount is 20余万, 按此计算, its 一天 口罩 demand small this 一数字.
more more enterprise, is is its business in, has and related separation.

口罩 sheet/plate block 指数
2 month 4 day has 消息称, combined in year 春节期间, development production medical medical grade full 自动一体 machine, and medical combined as agreement, combined as development KN95口罩 full production 线. combined currently is battery production equipment business. value is, 2018 year 11 month, company also acquisition electronics business 斯科尔51%股权.
如主业 is production machine and other electronics product 漫步者控股 东莞市利发爱尔空 gas system has company, 1 month 22 day 发出声明称, “ as is KN95 grade 别口罩 production 厂家, positive in full force ensure for full has 渠道 售 product positive supply, meet/satisfy demand. ”
2 month 6 day, 漫步者触 and 涨停. 自2 month 4 day 以, 漫步者 already 连续4天 rise.
据同花顺 data 显示, concept sheet/plate block currently has 33家 related enterprise, in 2 month 3 day 至2 month 7 day, concept sheet/plate block 指数涨幅达 to 34%.
口罩 concept already formed is lower large investment 风口. this rear 隐藏, is for/regarding 口罩 巨 large demand.
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