Masks are a kind of medical protective equipment, which can reduce the risk of infectious respiratory infections by filtering the air entering the lungs, so as to reduce the damage of the respiratory system by micro pollutants (such as PM2.5 and droplets) in the environment. Masks have become the most important materials in demand during the new coronavirus epidemic in China in 2020. However, due to the serious shortage of market stocks, masks were in short supply during the epidemic.
Demand status of the mask industry during the new coronavirus epidemic in 2020
According to data from iiMedia Research, among the interviewed users, the number of people who used masks during the New Year was "5 or less", accounting for 36.1%, followed by "6-10 masks" And the proportion of "11-15 people" is 25.8% and 22.3% respectively. Ai Media Consulting analysts believe that from the survey data, during the New Year period (15th), 84.2% of the respondents had used a mask for several days, and the mask market suffered from a serious shortage of supply.
Mask industry response to the epidemic in 2020
According to the official announcement of the Ministry of Industry and Information Technology of China, from January 1 to February 7, 2020, more than 3,000 enterprises have added new businesses such as "masks, protective clothing, disinfectants, thermometers, medical devices".
At the same time, in order to alleviate the contradiction between mask supply and demand, relevant departments have also expanded international procurement through various means. According to official data from the General Administration of Customs, from New Year ’s Eve from January 24 to February 11, China Customs inspected 870 million pieces of imported epidemic prevention and control materials worth 2.84 billion yuan, including 730 million masks.
Ups and downs of A-share mask related concept stocks in 2020
While the new coronavirus pneumonia epidemic has suddenly spread, the country's prevention and control measures are constantly being strengthened and upgraded. Against this background, the stock market has seen a number of mask-related stocks. The mask-related concept stocks have gradually faced a callback after many days of strong gains, and China's mask industry has received widespread market attention in this "new crown" pneumonia epidemic.
2020 China mask industry policy environment analysis
The 13th Five-Year Development Plan outlined the need to strengthen the construction of basic services such as basic medical care and public health, and strive to achieve full coverage. In particular, the series of announcements issued jointly by the finance and taxation departments require that from January 1, 2020, the difficulties in certain areas and key industries should be effectively mitigated. Good news for mask manufacturers. Ai Media Consulting analysts believe that masks, as necessary daily public protection and professional medical and health supplies, are stimulated by the double favorable factors of national policy and market demand. The mask industry will usher in a blowout situation after the "new crown" epidemic.
2020 China mask industry economic environment analysis
Driven by factors such as steady economic growth, improved medical security systems, continuous improvement in people's living standards, and growing medical demand, the market size of China's low-value medical consumables continues to expand. Judging from the 2015-2019 China medical low-value consumables market size data, China's low-value consumables market has maintained an average annual growth rate of more than 19% in recent years, and by 2019 China's low-value medical consumables will reach 75.8 billion yuan The mask industry belongs to the field of medical consumables widely used in clinical multidisciplines, and also has a superior economic environment background.
Analysis of the social environment of the Chinese mask industry in 2020
Ai Media Consulting analysts believe that every epidemic prevention and control experience will increase the production potential of medical protection-related industries, such as SARS in 2003 and A H1N1 in 2009. Ai Media Consulting analysts believe that with the refinement of the social division of labor and the development of social economy, the high-density flow of population and urbanization will be further strengthened, and the pressure of prevention and control of infectious diseases will be further increased. The new coronavirus epidemic in 2020 will also be Will further promote the development of China's mask industry, China's mask industry's production capacity and technical scale will rapidly expand.
In recent years, as people's awareness of safe production and respiratory protection has increased, various masks have also emerged for the protection needs of different occupations, such as anti-fog masks, anti-particulate masks, and anti-formaldehyde masks.
Ai Media Consulting analysts believe that the current society is full of environmental pollution, house decoration and other issues, so Chinese consumers' increasing awareness of respiratory protection will have a significant role in promoting the expansion of the mask industry. In addition, with the continuous diversification of mask application scenarios, mask products are constantly diversifying into professional fields.