The price of masks and various links in the industrial chain has increased due to shortage of supply, and the capital market has responded accordingly. From masks to melt-blown materials to mask machines, the concept continues to be popular, "compensating for the shortcomings of my country's high-end medical equipment" "Achieving independent controllability of high-end medical equipment" will bring significant benefits to listed companies of high-end equipment.
Masks are still in short supply and are one of the most in short supply protective products. Guolian Securities believes that mask companies have experienced large increases in the short term due to the impact of sentiment. After the craze subsides, companies with medical mask production qualifications are still worthy of long-term attention. The non-woven business of upstream raw material manufacturers such as Xinlong Holdings and TEDA Co., Ltd. has benefited from the long-term rigid demand for masks, and melt-blown non-woven raw materials are in short supply.
Benefiting from the expansion of mask production capacity, the short-term demand for mask machines has greatly increased and prices have risen. Related mask machine manufacturers may benefit to varying degrees in the short term.