Recently, new crown cases have appeared in Nanjing and other places in China, and the transmission chain has spread to many provinces and cities, including Beijing. It shows that the epidemic situation is still severe.
Affected by the local spread of the domestic epidemic, the demand for domestic masks and meltblown cloth has increased. Due to the improvement of the quality of domestic meltblown cloth, 32 flow 95 grade cloth has become the main force. At the early stage of the epidemic in Nanjing (late July), the demand for inventory cloth on the market is good. The sample enterprises said that with the follow-up of new orders, the finished product inventory of China's non-woven fabric sample enterprises has continued to decline.
Recently, the operating rate of PP non-woven fabric reached 58%, an increase of 1% month on month and 14% lower than that of last year. According to the situation of domestic manufacturers of PP spunbonded non-woven fabric and melt blown fabric, with the recurrence of domestic epidemic, the market pays more attention to epidemic prevention materials and supplies, and there is a small amount of re stocking in terminal demand. According to the research of Longzhong information, at present, most PP spunbonded non-woven enterprises have not followed up a large number of orders due to the recurrence of the epidemic. However, the market price of melt blown cloth increased slightly. Due to the small demand for high-end melt blown cloth, there is no sign of order improvement at present, but some middle and low-end melt blown cloth enterprises said that there are new order inquiries and new order follow-up. The price of 35 flow pf95 cloth increased by 500-1000 yuan / ton, the main flow offer was 17000-17500 yuan / ton, and the price of 85 flow pf90 melt blown cloth increased by 500-1000 yuan / ton, The mainstream offer is 16500-17000 yuan / ton. At present, the production capacity of melt blown cloth is still sufficient. It is expected that the price rise space of melt blown cloth is limited under the expectation of improving downstream demand.
On the whole, the current public events are constantly repeated. From the perspective of upstream raw materials, the overall operation is relatively stable, the later price continues to maintain the horizontal operation, and the inventory has a slight downward trend when the demand is good. Longzhong information continues to track industrial development and changes with big data as the core.