Under the epidemic, the demand for masks increased dramatically, and the country is a mask is difficult to find, the rise of mask stocks is easy to understand. But who did not expect, mask stocks after a year after a round of crazy speculation back, actually will comeback, higher and higher. Mask stocks rising logic and path is this: due to the fermentation of the epidemic during the Spring Festival, masks were snapped up everywhere to buy, masks in short supply, mask producers are bound to benefit. 3 February after the opening of the market, the mask stock full stop: the production of masks Zhende medical 9 days 8 stops, the production of gowns Shang Rong medical 6 days 5 stops, the production of meltblown material, the Dao En shares 7 days 7 stops. This round of speculation, the leading is the largest domestic mask filter cloth producer TEDA shares, from the festival before the rise, 10 days to capture 9 stops. After the festival, with the mask companies have resumed work to, as well as many non-professional mask producers also said to produce masks, such as the Wuling Hongguang, BYD, Gree Electric Appliances, Foxconn and other enterprises are in the production of masks, BYD claimed that one day production capacity of up to 5 million, masks seem to be soon overcapacity, coupled with the domestic epidemic gradually under control, the heat of speculation on the mask stocks will gradually decline.
Which had thought, the domestic epidemic under control, but the epidemic abroad has spread dramatically, within a few days swept the world, foreign masks have become in short supply, and even Russia, South Korea, Germany and other countries ordered a ban on the export of masks to ensure that their citizens to buy. So, in the mask exports to generate foreign exchange expectations, mask stocks and the wind dance, comeback. With the first round of speculation is different, mask stocks of the second spring is to mask raw material suppliers as the main speculation object, the leading meltblown material producers Daon shares, and then rise in science and technology, and mask producers Zhende medical in this wave of speculation in the results are not excellent. The reason is very simple, mask production technology is simple, apply for the production of masks more and more enterprises, masks will only become more and more easily accessible, more and more cheap. The raw material suppliers are not the same, the more mask companies start, the greater the demand for raw materials. According to media reports, the new mask production enterprises, worried not to obtain mask machines, mask technology, but can not buy mask raw materials, especially meltblown material, meltblown cloth. Usually sell 20,000 to 30,000 yuan a ton of meltblown cloth, now rose to 300,000 yuan a ton, still no goods. Dao En shares, and then rise technology is sought after is also logical. Shangrong Medical is also favored because its products are protective and surgical gowns, which are not the same quality as masks, and because it has a manufacturing plant in Myanmar, making it easy to export.
The second spring of mask stocks is not as fierce as the first wave, but it has also risen at a staggering rate. The high point of the first round of speculation in the Dowan shares is 24 yuan, and now has 54 yuan, and then the first round of speculation in the rise of science and technology high point is 13 yuan, and now is close to 17 yuan. So, mask concept stocks will continue to rise? Still worth getting? From the point of view of the current epidemic situation abroad, mask stock speculation may not have come to an end. With the strong mobilization capacity at home, a high degree of control and implementation of different, foreign control of the epidemic appears weak, foreigners are too free and loose, wandering around, but also participate in large gatherings. Moreover, many countries still do not take the epidemic seriously. The Vice President of the United States, Mike Pence, said that citizens do not need to wear masks, and that they would be laughed at for wearing masks in Italy....... Therefore, we have seen a sharp rise in the number of infected cases abroad in the past few days. At present, the cumulative number of infected cases outside the country has reached 19,344, South Korea has exceeded 6,500 cases, Italy is close to 4,000 cases, Iran nearly 5,000 cases. And the countries outside the country, in addition to the increasing number of cases, it seems not to see that they have adequate epidemic control countermeasures and control capabilities.
The WHO recently said that the global stock of masks has been depleted, and the demand for masks and other personal protective equipment has been 100 times the normal level, while the price is 20 times the normal level. China as the world's factory, most of the world's masks from China, outside the country once the continued deterioration, masks exported to generate foreign exchange is entirely possible. Just after the market closed today, the Central Steering Group said it would encourage manufacturers of protective gear and medical equipment to buttress foreign demand. It seems that mask stocks can still fly next week. However, now into the mask stocks, has been relatively late, all the conceptual stocks have risen to the sky, chasing up to buy minutes may be like today's Netflix Saturday: from up to down, a day loss of 20%.
Might as well pay attention to the mask concept of convertible bonds. Mask concept stocks issued with convertible bonds are: Shang Rong medical (Shang Rong convertible bonds), and then rise technology (and then rise convertible bonds), Zhende medical (Zhende medical convertible bonds), Jinhong Group (Vigor convertible bonds), Yingke medical (Yingke convertible bonds). Among them, Shangrong produces protective gowns and surgical gowns; Resurgence produces meltblown materials for masks; Zhende and Jinhong produce masks; and Yingke produces medical gloves. Instead of buying high-priced mask concept stocks, it is better to see the opportunity to buy convertible bonds in the disk to do a small wave for peace.