With the spread of the new crown epidemic worldwide, the supply of materials for prevention and control of epidemics such as protection and elimination is still tight. According to China Business News reported on March 4, the global supply of personal protective equipment is expected to increase by 40%.
On March 3, local time, World Health Organization (WHO) Director-General Tan Desai said at a news conference in Geneva headquarters that in order to respond to the new crown epidemic, the WHO expects to use 89 million medical masks and 76 million vice-examinations worldwide Use gloves and 1.6 million pairs of goggles.
As the region with the earliest outbreak, China's demand for epidemic prevention and control materials is still huge, and the current supply focus of domestic related material production enterprises is still to meet domestic demand.
Medical masks are one of the most scarce epidemic prevention and control products after the outbreak. However, with the gradual resumption of work by upstream and downstream enterprises in the industrial chain, more companies switched to production of masks, and production capacity was restored and increased. On March 2, the National Development and Reform Commission disclosed that the daily production capacity and daily output of masks nationwide exceeded 100 million, and the contradiction between supply and demand was further alleviated.
Even so, it is not easy for individual consumers to buy medical masks. According to the interface news, most of the production capacity of mask manufacturers still need to obey the state's allocation, and first of all, they need to protect the frontline staff of medical and epidemic prevention.
Taking Shandong Rizhao Sanqi Medical and Sanitary Products Co., Ltd. (hereinafter referred to as "Sanqi Medical") as an example, this company that has been producing masks since 1993 has ranked the forefront of the mask single product industry and technology level in the world. With export masks and protective clothing as its main business, it has also supplied medical products to the affected areas during the fight against SARS and bird flu. After the outbreak of the new crown pneumonia, it was identified as a key production and supply unit by the Ministry of Industry and Information Technology, and it will fully supply the domestic market.
Xinhua News Agency reported on March 2 that the current production capacity of Sanqi Medical has greatly increased, with the number of Nissan masks increased from more than 500,000 to 1.5 million, and the number of Nissan medical protective clothing increased from 1,000 to 5,000. Che Jinjun, deputy general manager of the company, said that at this time, a large number of products will be exported abroad. Now, in order to support domestic epidemic prevention and control, the company has coordinated and processed all foreign trade orders with foreign businessmen, and fully supplied domestic needs. The factory is “stopped by people” and has full capacity for 24 hours. It also urgently transferred the overseas branch's anti-epidemic materials to the domestic emergency.
An industry insider who asked not to be named told Interface News that the current supply of masks in the market is very limited, and the production capacity of most companies is subject to national deployment. Although many mask factories have been built after the epidemic, and many companies have switched to making masks, the core raw material of medical masks that can be produced by upstream suppliers, namely melt-blown cloth, is in short supply. Situation.
The supply of infrared thermometers for another major outbreak prevention and control material is also very tight.
Previously, the "Shanghai Securities News" reported that the overseas orders of Dali Technology, a manufacturer of infrared thermal imaging temperature detection equipment, have rapidly increased recently, but compared to large infrared thermal imaging temperature detection equipment produced by Dali Technology, handheld temperature measurement equipment (ear The market gap is even greater for warm guns and forehead guns.
Statistics from CCID Consulting Medical and Health Industry Research Center show that the output of domestic handheld infrared thermometers has been between 200,000 and 300,000 before 2019, and the overall market size is not large. After the outbreak of the new crown pneumonia epidemic in 2020, the number of orders for the amount of guns suddenly increased, and the situation of "one shot hard to find" appeared. According to data disclosed by the Ministry of Industry and Information Technology in early February this year, the market gap for handheld infrared thermometers reached about 550,000.
Interface News found in the interview that the current product supply of handheld temperature measurement equipment-related companies are mainly in the domestic market.
Yuyue Medical and Jiu'an Medical are currently the major manufacturers of infrared thermometers in China. The interface news is seen on the investor interaction platform. Both companies responded to investors' questions about supply in overseas markets. It means that the current supply of products exceeds the demand, mainly to protect the domestic front-line demand for epidemics.
Jiu'an Medical said: According to the information it has obtained in the open market, there are no more than three manufacturers including Jiu'an in China that can produce electronic thermometers in large quantities. At present, there is still a gap in the demand. Although the company has asked that the daily production capacity has exceeded 10,000 Thais, it still cannot meet the overall demand. The company is actively purchasing production-related equipment to expand production capacity. station. Although we have been receiving enquiries from Japan, Korea, Italy, France, the United States, Germany and other places, as a Chinese company, we will give priority to protecting domestic public health epidemic prevention needs. If the domestic epidemic situation improves, on the premise of giving priority to domestic public health epidemic prevention requirements, consideration will be given to providing foreign countries with temperature guns and medical equipment in related fields.
Interface News Called the major manufacturer of infrared thermometers, Uni-Tech (China) Co., Ltd., and learned that due to insufficient supply of components from upstream supporting manufacturers, the company's infrared thermometers have been out of stock since January. Unable to take order.
At present, it seems that those with sufficient production capacity in the epidemic prevention material series and capable of supplying overseas markets may be alcohol disinfectant products.
According to the "Securities Daily" recently reported that China's largest alcohol production company, SDIC Biotechnology Investment Co., Ltd. (hereinafter referred to as "SDIC Bio") has signed an order for export of about 100 tons.
Yue Guojun, chief scientist of SDIC Group and chairman of SDIC Bio, said in an interview with Securities Daily that "China is the second largest producer of alcohol in the world. It guarantees the supply of alcohol disinfectant and the production capacity is not a problem. It can be assured. The reason for the regional out-of-stock and over-supply of alcohol disinfectant was mainly because the demand for alcohol disinfectant suddenly increased too quickly after the epidemic occurred. In addition, just in time for the Spring Festival, many manufacturers were on holiday and logistics The blockage caused a sudden gap in supply and demand in the market. "
According to him, China's total alcohol production capacity has reached about 15 million tons / year, and the capacity available for the production of alcohol disinfectant is about 9 million tons / year. Among them, SDIC's annual production capacity of bio-alcohol reached 1.6 million tons, which is the largest in the country. Currently, the five alcohol production bases of SDIC Biotech located in Meihekou City, Jilin City, Yushu City, Jilin Province, Tieling City, Liaoning Province, and Zhanjiang City, Guangdong Province have rapidly converted alcohol disinfectants that meet national standards, and have achieved daily alcohol production. The supply capacity of 2000 tons of disinfectant can be further improved according to market demand.
Regarding overseas orders, SDIC Biotech also told Interface News that "because production capacity is not a problem, it can take into account both domestic and overseas markets".
But not all alcohol producers have started to supply to overseas markets.
COFCO Biotechnology Co., Ltd. (hereinafter referred to as "COFCO Bio"), a subsidiary of COFCO, is one of the major domestic alcohol suppliers. The company's current production capacity can exceed 1,000 tons / day. Interface journalists contacted COFCO Bio as a distributor, who said that it is not currently accepting overseas orders.
Interface News The news from Shandong Weigao Group, which produces alcohol and protective clothing, is that the group's anti-epidemic materials still need to be subject to unified national allocation, and do not supply the market or take overseas orders.
The Ministry of Industry and Information Technology recently disclosed that on February 20, the daily output of major disinfection products such as 84 disinfectant, disposable hand sanitizer, and alcohol increased by 207%, 151%, and 270%, respectively, compared to the end of January. From a total point of view, the previous supply and demand Contradictions have apparently been alleviated. Taking alcohol as an example, as alcohol companies have resumed work and some original grain wineries and chemical factories have switched to production, oversupply has even occurred in some areas. Some enterprises have begun to reduce their production load due to large stocks.