Overview and prospect of my country's mask industry development, production capacity has increased significantly

In the early days of the outbreak of the new crown pneumonia, medical protective equipment such as medical masks was in short supply, and the world was once faced with a situation of insufficient production capacity and short supply of masks
.
Driven by factors such as policy support, China's mask production capacity and output have risen rapidly, effectively solving the problem of tight supply and contributing to the prevention and control of the global new crown pneumonia epidemic
.
With the normalization of epidemic prevention and control, the price of masks has shown a downward trend, and the import and export trade of masks has gradually stabilized
.
In the face of possible overcapacity problems, relevant enterprises should make adjustments in a timely manner
.
In addition, the environmental problems caused by traditional masks have aroused widespread concern in the society, and the upgrading of product materials may become one of the key breakthrough directions for related companies
.
How to realize the transformation and upgrading of the mask industry is worthy of deep consideration by the industry
.
Rapid industrial development Data from the Ministry of Industry and Information Technology and the Soochow Securities Research Institute show that in 2017, China's mask output was only 3.
9 billion; in 2020 and 2021, China's mask output reached 10.
1 billion and 9.
4 billion respectively (see Figure 1 for details)
.
At the same time, the daily production capacity of masks in China has also increased rapidly
.
According to data from the Ministry of Industry and Information Technology, at the beginning of February 2020, the overall production capacity of China's mask industry was more than 20 million pieces per day, more than twice the previous level, ranking first in the world.
It reaches 110 million pieces, and the daily output reaches 116 million pieces
.
With the increase in production capacity and output, the output value of China's mask industry has increased year by year, and from 2015 to 2021, the growth rate of the medical mask industry is higher than the overall mask industry
.
Data from the CCID Research Institute shows that in 2019, the overall output value of China's mask industry reached 10.
235 billion yuan, a year-on-year increase of 12.
57%; among them, the output value of the medical mask industry was 5.
491 billion yuan, a year-on-year increase of 15.
97%, which is the highest growth rate in the past 6 years ( See Figure 2)
.
According to Zhongcheng Digital, the output value of my country's medical mask industry will exceed 15 billion yuan in 2025
.
It is worth noting that, affected by factors such as the plummeting price of the main raw material, meltblown cloth, the price of masks in the domestic market has shown a downward trend
.
Data from the big yellow pages of protective materials shows that the average price of disposable medical masks dropped from more than 2 yuan per piece in April 2020 to about 0.
2 yuan per piece in December 2020, a drop of nearly 90%; the average price of disposable ordinary masks It also dropped from about 1.
5 yuan per piece in April 2020 to about 0.
05 yuan per piece in December 2020, a drop of nearly 97%
.
The import and export volume is now falling.
The data from the General Administration of Customs shows that from January to December 2020, China's mask export volume showed a trend of first growth and then decline, rising rapidly in April 2020, and reaching 99.
3 billion yuan in May 2020 peaked, and then fell all the way to 6 billion yuan in May 2021
.
As of the end of 2021, China's mask exports have remained relatively low
.
From the perspective of export markets, data from the General Administration of Customs shows that in 2021, the top ten markets for China's mask exports are the United States, Japan, Germany, the United Kingdom, the Netherlands, Indonesia, Canada, Thailand, Vietnam and Italy.
In addition to the increase in the export value of Thailand and Vietnam compared with 2020, the export value to other markets has declined to varying degrees
.
The United States is China's largest export market for masks.
In 2020, its export value reached 103.
82 billion yuan.
In 2021, its export value fell sharply to only 23.
08 billion yuan, a year-on-year decrease of 78%
.
Compared with the trend of export value, at the beginning of 2020, China's mask import value fluctuated more in the short term
.
Data from the General Administration of Customs shows that from January to February 2020, China's mask imports increased rapidly, reaching a peak of 4.
39 billion yuan in February 2020, and then rapidly declining to 320 million yuan in April 2020
.
From May 2020 to December 2021, the monthly import value of masks in my country will remain below 300 million yuan
.
Judging from the top ten sources of import value, in 2021, China's mask import value will show a downward trend compared with 2020, and the overall level will remain at a low level
.
According to data from the General Administration of Customs, in 2021, China's top import sources of masks are Vietnam and Japan, and the import value from both places is only 140 million yuan; the import value from South Korea ranks third with 130 million yuan, and its The year-on-year decline was the largest, as high as 91%
.
The development strategy should be adjusted in a timely manner.
With the support and guidance of policies, and with the influx of capital from various sources, China's mask production capacity has increased rapidly in the short term
.
However, it cannot be ignored that China's mask industry will face a situation of overcapacity
.
As a necessity for epidemic prevention, in the early stage of the outbreak of the new crown pneumonia epidemic, the price of masks had risen due to insufficient production capacity, and attracted capital chasing.
Businesses are hit
.
Therefore, in the future development, enterprises should learn from it, invest rationally, and adjust development strategies in time to avoid repeating the same mistakes
.
In addition, with the change of people's consumption concept and the improvement of consumption level, the problem of environmental pollution caused by traditional masks has received widespread attention
.
The problem of disposal of discarded masks needs to be better solved by the industry
.
It is worth noting that due to the biodegradability of degradable materials, which can effectively reduce environmental pollution, the market of degradable masks made of them has broad prospects for development, or a new blue ocean with great potential
.
(Contributed by Zhongcheng Medical Device Research Institute)