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How do those garment enterprises that have changed production of masks "retreat from the whole body" after the epidemic?

How do those garment enterprises that have changed production of masks "retreat from the whole body" after the epidemic?

An epidemic has caught everyone off guard. Masks have become a scarce resource. China is the world's largest producer and exporter of masks, accounting for 50% of the world's production. Recently, the production capacity of masks in China has exceeded 100 million. Because of the epidemic situation, many small and medium-sized garment factories have turned to mask production. Seeing that the epidemic situation in China has greatly eased, mask production capacity is also slowly increasing. Under the epidemic situation, how do garment enterprises transfer to mask production? After the epidemic, where should these garment factories go? Can we "walk away"?

The government encourages garment enterprises in densely populated areas to modify the production line to change the production of masks, and coordinates the arrival of local employees to cope with the situation that non local employees are unable to arrive at their posts. It is also actively adjusting the entry of local employees who are out of work and unable to return to work to local factories. The strong organizational production capacity will improve the production capacity of masks in China in a short time.

Small and medium-sized garment processing plants mainly transform production lines

There are natural advantages in the transformation of small and medium-sized garment factories to produce masks. There are many similarities between the existing equipment and mask processing equipment, and the production line is basically the same. However, there will be some adjustment in the transfer of production:

In the process of conversion, the biggest problem is the problem of raw materials, especially the spray fusible cloth. According to xinhuanet.com, the core material of the mask has increased from 20000 yuan / ton at ordinary times to more than 300000 yuan / ton. The industry expects that it will probably increase in the future. The price of melt blown non-woven fabric has increased more than 15 times in more than one month, forming a very strong seller's market.

Big companies enter the medical supplies industry

Based on the above practical problems, souyute, A-share listed company, announced on February 25 that Dongguan souyute medical supplies Co., Ltd., a wholly-owned subsidiary of the company, is making full preparations for mask production. The export certification of respirators is also being actively promoted, and it is expected to be put into production in early March.

According to the associated press on March 4, souyute said in the interactive platform that the company temporarily purchases melt blown cloth mainly in the market. The wholly-owned subsidiary of the company is actively promoting the preparatory work for the production of melt blown cloth.

It is worth noting that as of March 4, soyute has been trading for 5 consecutive days.

After the epidemic, where will excess capacity go?

Government reserves excess mask capacity

As for the problem that some enterprises are worried about the overcapacity of masks in the future, the national development and Reform Commission once said publicly and emphasized again that the government will collect and store the surplus production after the epidemic. As long as it meets the standards, the enterprises can organize the production with full power.

The global epidemic continues, and the demand for masks continues

Although China's mask production has increased significantly, many analysts point out that the gap is still large. Zhang Yu, chief Macro Analyst of Huachuang securities, said that the total number of employed people in China's secondary and tertiary industries is 530 million. If we return to work in an all-round way, each person needs to supply 530 million masks a day. In extreme cases, only "secondary industry + medical workers + transportation industry return to work" and 238 million masks a day.

It can be seen from the above that the transformation degree of production line and equipment of small and medium-sized garment enterprises is not very large, so it is controllable to restore the original production line and input resources.

Epidemic and war are special emergency turntables of a society. In this state, there will be a large number of temporary market demand. So at this time, speculative mentality is very dangerous. Investment in equipment and raw materials that cannot be recovered in a short period of time, coupled with the fear of large-scale decline in market demand in the future. Whether to change the production of masks or not should be based on their own actual situation, on the basis of being able to bear the cost of transformation, make full use of the original resources in order to give full play to their own advantages, expand production capacity and achieve the optimal transfer of production.