Main listed companies in the non-woven industry: Jinchun (300877. SZ), Shengfang (832997. NQ), Beijing Dayuan (871126. NQ), Xinlong Holdings (000955. SZ), Yanjiang (300658. SZ), Huafeng super fiber (300180. SZ), norbond (603238. SH), Qiaohong new material (870931. NQ), St Tianhe chemical (831759. NQ), Chengbai (873335. NQ), etc.
Core data of this paper: output of masks, output of non-woven fabrics and number of non-woven fabric enterprises established
The epidemic makes the mask market grow rapidly
Non woven fabric is a new type of environmental protection material, which is waterproof, breathable, flexible, non-toxic, non irritating, degradable, foldable, soft, wear-resistant and colorful. It is widely used in agriculture, household decoration, industry, military, automobile industry, school, office supplies, health care, leisure, travel, clothing, geotextile, home use Personal hygiene products, construction and other industries.
After the outbreak of the epidemic, under the deployment of the Party Central Committee and the State Council, the national development and Reform Commission took effective measures to speed up the expansion and production of enterprises through technological transformation. After the daily production capacity of medical N95 masks in China exceeded 1 million on February 24, 2020, the daily output of medical masks in China reached 32.12 million and 30.28 million on February 25; Including ordinary masks, medical masks and medical N95 masks, the daily output of masks in China reached 72.85 million, 76.19 million, 3.4 times and 7.8 times that of February 1 respectively, and the production capacity utilization rate of masks reached 105%.
On February 29, 2020, including ordinary masks, medical masks and medical N95 masks, the daily output of masks in China will reach 110 million and 116 million. According to the data of the Ministry of industry and information technology, the output of masks in China will only exceed 5 billion in 2019.
China's non-woven fabric production will increase significantly in 2020
From 2016 to 2019, China's non-woven fabric output grew slowly, with an average annual growth rate of less than 10%. In early 2020, novel coronavirus pneumonia outbreak, the supply of non-woven fabrics for the production of anti epidemic materials was tight, prices rose, and a large number of enterprises poured into the non-woven industry. In 2020, the output of non-woven fabrics in China reached 8 million 788 thousand tons, up 35.9% over the same period last year, and the growth rate was far beyond the previous years.
Note: the data of 2019 is the revised and adjusted data of China Industrial Textile Industry Association.
The number of non-woven related enterprises has increased sharply
Driven by the epidemic situation, the non-woven industry not only increased its production and sales in 2020, but also ushered in a wave of investment and entrepreneurship boom. According to the data, in 2020, the number of non-woven fabric related enterprises with a registered capital of more than 10 million yuan was several times that of previous years. In 2019, only more than 1000 non-woven fabric related enterprises were established, and nearly 3000 non-woven fabric related enterprises were established in 2020.
Note: the data of 2021 is as of mid October.
New non-woven business of listed companies
Under the influence of the epidemic, China's non-woven industry will add a total capacity of more than 3 million tons in 2020. Most listed companies will expand their production lines and improve their production capacity. Some enterprises, such as Gemma Liangsi and Yuefei Xincai, have added non-woven business and set foot in the non-woven industry.