Cai Enze

China's unexpectedly popular industry under the epidemic is the manufacture of masks.

Data from Tianyancha show that as of March 18, there were 47,000 business scope of China that included masks and operating normally, of which 8,950 were newly added after the epidemic began on January 25.

Market is the decisive factor for resource allocation.At the beginning of the outbreak, the mask market was inadequate, and it was a situation of crazy grabbing.Smart merchants looked at this business opportunity and launched the mask production urgently.

The mask production army is mainly three people and horses. One is the old factory of the mask, the other is a medical and health enterprise related to masks, and the third is that they are not related to the mask, but companies with strong capital strengths such as Gree and BYD.

The profit of the mask immediately appeared.One company can produce 500,000 masks per day. Each cost is only about 1 yuan (RMB, the same below, about 2 corners), selling 3 yuan a day, and a net profit of 1 million yuan a day.

The booming mask manufacture has formed a thick and long industrial chain. Hundreds of groups of related resources related to masks are gathered on QQ.The people of the cloth, the three teachings and nine streams, gathered in it, many are the grandfather.Millions of people entering the field crazy, resulting in the production raw materials, machinery and equipment, etc. in the mask industry chain, the price began to rise, and even a mask machine drawing was fired to 50,000 yuan.

The original emergency mask manufacturing industry immediately foam, and is gradually losing its simple nature.And with the increase of market supply, the manufacturing of the fiery mask may not last long.

At present, the domestic market mask has basically met the needs.

According to data released by the National Development and Reform Commission of China on March 2, as of February 29, it includes ordinary masks, medical disposable masks, and medical N95 masks. The daily output of Chinese masks was 116 million.

But after entering mid -March, the actual output conservative estimation has reached 200 million.At present, consumers can buy masks in limited e -commerce platforms and pharmacies. The price of one -time medical masks ranges from 2.5 yuan to 4 yuan.

With the implementation of differentiated prevention and control measures in the epidemic area, many areas with mild epidemics will bid farewell to the model of wearing masks to work and live, and the demand for masks will gradually decrease. Consumers only need to reserve a small amount of mask emergency.

Ray Limin, president of the Safety and Health Protective Products Committee of the China Textile Business Association, believes that after April, if the epidemic is fundamentally controlled, the demand for masks will decline.

The industry and basic consensus are the peak of the demand for masks until April.Let's get an optimistic estimate, extend to May or June, in the second half of the year?

At that time, many production masks must prepare for the aftermath, especially small and medium -sized enterprises that are squeezed in and the foundation. When the masks have excessive production and the profit declines sharply, the crisis will come.

Exports are not optimistic.The first is that the national conditions of China and foreign countries are different. There is no consideration to wear masks in the prevention and control of foreign countries. Some European and American countries do not advocate healthy people to wear masks. Masks are limited to patients and medical staff, so foreign demand is much lower than China.

Furthermore, you do n’t want to export it to export, and do n’t say how high the threshold for exports. Entering the US market requires the U.S. Food and Drug Administration (FDA) certification. Entering the EU market requires the European qualified certification (CE), and the approval linkMany, consider the bureaucratic delay in foreign approval agencies, and after getting the approval, the epidemic may have passed.

However, there are many uncertainties in the crown disease.China's epidemic prevention and control is entering the critical period of external prevention input and internal defense diffusion. The global epidemic is starting to spread and spread. Mask is a must -have for preventing and controlling epidemic. All accidents are possible.

Maybe the red fire made by the mask will continue for a certain time, but what should the company plan early and make a mask manufacture? What should I do after crazy?In addition to the leading enterprise of masks, other post -franchisees are not wise to bet on the survival of the company on the mask.

It is worth noting that there is a pain point in Chinese manufacturing, that is, like to follow the trend, it is rising, and it is scattered. The front foot steps on the accelerator and the back foot is stepped on the brake.Whether the mask manufacturing will repeat the old road made many years ago, we wait and see.

The author is a Chinese financial media columnist