From the initial "one mask is hard to find" to no one cares now, the "mask economy" that suddenly became popular due to the epidemic is gradually decreasing.
With the effective control of the current domestic epidemic situation, the demand for masks is further reduced. The production capacity of mask manufacturers has obviously exceeded the demand. During the epidemic, the radical mask industry chain and market rationality slowly returned. And the sequelae of sturm und drang are also emerging.
Mask economy: once a new channel for wealth creation
The sudden explosion set a mask on fire. From labor protection products limited to special people to the daily needs of the whole people, masks became a hot commodity on the day of the epidemic. The superposition of multiple factors such as huge market gap and anxiety and panic makes it normal to buy masks.
At that time, China's mask production capacity was seriously insufficient. Compared with usual, the price of masks on the market has risen several times, and more importantly, there is no market. There is no doubt that the mask at that time was an out-and-out "outlet for the rich".
Above the tuyere, funds have long been heard. A large amount of hot money poured into the mask industry chain.
Due to loose supervision and low technical threshold, many newcomers who started from small workshops have become "new forces" in the mask industry.
According to enterprise survey data, from February to April this year, the average number of registered enterprises related to masks and meltblown fabrics was about 20,000 and 2,000 respectively. In March, the number of registered mask-related enterprises increased by 388.2% compared with February.
The entrants to the mask economy are not only small workshops of "indigenous steelmaking", but also regular troops with strong manufacturing capabilities. BYD, which produces automobiles, Gree, which produces air conditioners, and even CSG, which produces glass, all started mask production projects quickly. The data shows that more than 10 A-share listed companies are included in the mask production concept stocks, and at least 6 related concept companies have a daily limit of more than 10 days. A number of listed companies made it clear that the sales of masks and other products grew rapidly, which led to the rapid growth of business performance in the first quarter.
Above the tuyere, the first entrant fully enjoyed the market dividend. It is rumored that when the demand for masks exceeds the supply in March, a mask production line will be launched and the cost will be recovered within three days.
The "concept" of masks has also spawned many rich people. Among them, Cui Jinhai, the founder of Ogilvy Medical, has also used masks to rise. In 20 19, Cui Jinhai ranked1204th on the Hurun Report with a wealth of 3.4 billion yuan. According to the Hurun Global Rich List in 2020, Cui Jinhai's net worth has increased to 8 billion yuan, nearly tripling.
In addition to Ogilvy & Mather, Yuyue Medical ranked second in the market value increase from October 20 to February 28, 2020, reaching 62%, with a market value of 35 billion yuan. Compared with the Hurun Report in 20 19 and 2020, the net worth of Wu Guangming, the founder of Yuyue Medical, increased by 660 million dollars.
The booming mask business has also spawned the mask industry chain sturm und drang.
Mask machine, the core equipment of mask production, is hard to find. At that time, the premium was even as high as ten times.
Meltblown cloth is an important raw material for masks. The price of meltblown fabrics rose from less than 20,000 yuan per ton before the epidemic to more than 200,000 yuan per ton at the end of February. At the highest time, it was 520 thousand per ton, an increase of more than 20 times.
At that time, masks were the best business in the world, and there was no one. The mask economy even spread to the WeChat circle of friends.
A value investor who once claimed to have a "bit belief" said in the invoice circle: masks are available, and 20,000 yuan is guaranteed.
Xiaomei, a WeChat merchant who sells masks and lipsticks all the year round, changed the style of "Western Harmony" advertising copy, directly posted a mask picture and left her phone number simply and rudely.
Carnival ends: hot money exits, chicken feathers are everywhere
Entrants in the mask industry said: "Below the tuyere, it is often a cliff."
With the improvement of domestic epidemic control and the accelerated production of large and small enterprises, the domestic mask production capacity has also exceeded the demand. The mask business has changed from a seller's market to a buyer's market.
The price plummeted by one-third, mask manufacturers lacking relevant qualifications could not ship smoothly, and the price of meltblown cloth plummeted ... There are indications that the mask business is no longer a "printing machine".
What is more noteworthy is that the hot money that has been in the market for two months has also chosen to leave after eating and drinking.
According to industrial and commercial information, as of June 5 this year, there were 45 enterprises whose business scope included the keyword "meltblown cloth". The number of enterprises whose business scope includes the keyword "mask" has exceeded 1 000.
According to the survey data, in May 2020, the registered number of mask-related enterprises decreased, with a monthly increase of 10283, an increase of -70.84% compared with April. In May 2020, the number of melt-blown enterprises registered was 1728, an increase of -57.60% compared with April.
The industry believes that for this hot money evacuation, the supervision is tightening or the fuse. Recently, relevant departments have strengthened the control of the industry, focusing on strengthening the supervision of the export quality of non-medical masks.
In the current market environment, many latecomers have expressed regret. The coolness of the market is also reflected in the WeChat circle of friends. The "value believers" in the currency circle and the young lady of WeChat business also pulled off the mask business.
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