Recently, Amazon announced that it will ban the use of masks and other epidemic prevention products, but the currently available epidemic prevention products can continue to be sold. In this regard, Amazon said that it will give some compensation to third-party sellers whose products have been withdrawn. In February of this year, Amazon began to crack down on the price hikes of masks and other epidemic prevention products, and removed more than 1 million products that claimed to cure the virus. In addition, in response to the sharp price increase of anti-epidemic products, e-commerce platforms such as Amazon have also been investigated by antitrust regulators.
As the global epidemic spreads, the demand for masks has surged. In fact, China is the world's largest mask manufacturer and exporter, and its annual mask production accounts for about 50% of the world's total. According to data released by the China Textile Business Association, in 2018, China's mask production was about 4.54 billion pieces, in 2019 it exceeded 5 billion pieces, and it is expected to exceed 6 billion pieces by 2020.
Judging from the output value of the mask industry, the output value of the mask industry in mainland China has broken 10 billion yuan in 2019. Affected by the coronary pneumonia epidemic in 2020, the growth rate of the output value of medical masks will be significantly increased (the growth rate is expected to reach 28%), which will drive the growth of the entire mask industry output value.
Judging from the output value of the medical mask industry, the output value of China's medical mask industry in 2019 was 5.491 billion yuan, a year-on-year increase of 15.48%. Since the outbreak of pneumonia virus, China's medical masks were in short supply. It is expected that the output value of China's medical mask industry will increase significantly in 2020, and the output value will reach 7.882 billion yuan, accounting for 59.78% of the total output value of the mask industry.
According to data from China Business Research Institute, an industry big data agency, there are currently 559 medical mask licenses, distributed in 353 enterprises in 25 provinces and cities nationwide. Medical mask enterprises are mainly concentrated in Henan, Jiangxi, Jiangsu, Hubei, Guangdong and other provinces. Among them, the number of medical mask enterprises in Henan Province exceeds 100 at most.
China mask industry prospects
1. Mask output will continue to rise
According to statistics from the Ministry of Industry and Information Technology, the maximum capacity of Chinese masks is more than 20 million per day. According to a survey by the French domestic radio station, the world's largest production base of medical masks is in China, which accounts for 80% of the world's production. At present, in the face of the pneumonia epidemic, the country is increasing production day and night. After the epidemic, the surplus production is collected and stored by the government. Enterprises that meet the standards can use full horsepower to organize production. It is expected that the output of masks will continue to rise in the future.
2. Professional masks will gradually occupy the market
With the continuous development of China's economy and the continuous improvement of people's living standards, people's consumption concepts and consumption levels have also undergone great changes and improvements. In recent years, with the strengthening of national attention to personal safety protection and the increase in the incidence of pneumoconiosis and other occupational diseases, the market space for professional masks is huge. Industry insiders pointed out that in the future, professional masks will continue to occupy the market, and the market share of low-end full-gauze masks will continue to decrease. This is an inevitable trend.
3. PTFE nano masks become a new direction for future development
Generally, the diameter of the core layer of ordinary medical surgical masks is relatively large, which cannot perfectly achieve the physical isolation of small particles of bacteria and viruses. The special feature of the nano mask is that the middle layer is composed of a nano membrane with a smaller pore size (100-200 nanometers), which is generally made of PTFE. The PTFE film prepared by one-way or two-way stretching method has a spider-web-type microporous structure on the surface, and has a very complicated change in the three-dimensional structure such as mesh connection, hole inlay, and channel bending, so it has excellent surface filtration Features. Nano masks have become a highly effective medical protective mask because of their high-efficiency filtration performance. In the future, nano masks will become a new direction for the development of masks.