In fact, disposable masks are a very, very low-cost thing, and can be produced on a very large scale, fully automated. Especially in the world factory with the most complete industrial system in the world and the worlds largest production capacity, anti-virus equipment need not worry about supply at all. Let me give an example of the mask industry chain:
1. How are masks produced?
The current automatic production line uses a roll of non-woven fabric, which is automatically cut into the shape of a mask, automatically welds the ear straps after automatic lamination, and packages the finished product after sterilization and other procedures. The entire process is fully automated, and can produce one to two per second. Several production lines can be produced at the speed of ejecting the bore. Usually these companies are worried that their products cannot be sold. Now that the opportunity is coming, we must seize the business opportunities in the night war. So there is no need to worry about the mask being enough.
Display of finished disposable medical masks
At present, there are more than a dozen companies that produce masks in A shares, such as Zhende Medical, TEDA, Yuyue Medical, Xinlun Technology, Changshan Beiming, Golden Eagle, Huatie, etc., as well as Jihua Group, which produces protective clothing. Large numbers, these two days get together soared. Coupled with countless unknown factories in the southern region, the country will soon be mobilized to reach the level of the population and quickly contain the spread of the virus.
The material of disposable masks is spunlace non-woven fabric, this concept once caused a round of hype in A shares. Spunlace non-woven fabric is to use a very thin water flow to impact the fiber, making it form a network structure, and then become a whole piece of fabric that can be cut. This technology used to be high-tech, but it has gradually been mastered in China in recent years. Xinlong Holdings and others have also triggered a round of speculation of the spunlace nonwoven fabric concept. This material is widely used in various disposable products, from wipes to masks to various medical supplies, as well as sanitary napkins. The leader of spunlace non-woven fabrics is of course Xinlong Holdings, once a big demon stock. This stock also went up and down yesterday, and it also accompanied a large number of stocks in the industrial chain such as Jiangnan High Fiber to make up the price.
Nowadays, many raw fibers of spunlace non-woven fabrics are synthetic raw materials (PP and the like). Chinas petrochemical industry already has huge production capacity, and the supply is based on 10,000 tons. The industrial chain stocks are numerous. From mineral water bottles to PP fibers and films to shells of various electrical appliances, they are all synthesized from carbide, with a production capacity of hundreds of millions of tons. We do nt have to worry about insufficient capacity at all (as long as we have materials like ethylene).
2. The power of the entire industry chain
China is the only whole industrial system in the world, with a whole industry chain. Except for a few cutting-edge technologies and CPU chips, nothing else can not be produced.
After the virus occurred, the gene was measured within a few days, and the diagnostic kit was produced in two weeks. The concept stocks of the diagnostic kit have skyrocketed in the past two days. There are as many as seven or eight kit companies listed on the market. , Plus non-listed companies, at least a dozen companies can produce. The diagnostic kit is a high-tech. As far as I know, it takes one day to sequence with the sequencer. The kit only takes one hour and costs only one or two hundred. It is simple and practical. Now a kit can not only measure whether it is coronavirus, but also can measure different types of viruses. If you detect a pandemic virus, you will be home, dont cross the infection in the hospital.
This shows that the PCR amplification technology is very mature, and the related technology has been completely mastered by the Chinese. (Biology majors who were once ridiculed for being unable to find work now also come in handy).
Even infrared thermometers that measure body temperature have ushered in the market, high infrared infrared and other daily limit, and these technologies used to serve industry and even military high-tech, now converted to civilian use, immediately transformed into strong productivity. Infrared automatic thermometer can achieve 0.01 degree accuracy, accurately grasp people over 37 degrees in one second, and this technology is no longer a problem.
Not to mention that a large number of pharmaceutical stocks have set a daily limit, even if they are useful and useless, they will buy them. Chinas powerful technology and industrial strength were mobilized by market forces within a week. The masses used empty shopping carts to tell companies to start production and get full horsepower to provide a solid material guarantee to fight disease.
This reminded me of the United States during World War II. Aircraft carriers such as dumplings, airplanes such as mosquitoes, and steel torrents poured out of the factory, thrown into the anti-fascist battlefield, and overwhelmed the situation in a short period of time. In fact, even if the Japanese killed a few more US aircraft carriers, they produced a total of 100 ships. Technology is also a complete crush on opponents, radar, proximity fuzes, strategic bombers and later atomic bombs. Technology and industrial strength determine everything.
Why is it difficult for African countries to control disease transmission? Because there is no electricity.
But how did all this come about?
Testing the quality of N95 masks
3. Marketization brings prosperity and strength
Many people will review SARS in 2003. In fact, all aspects of China were still very poor at that time. Whats the difference? Just now the leading shareholder came out to clarify that no masks were produced, but they were produced in 2003. In 2003, Longtou Co., Ltd. used raw materials and production lines for the production of three-gun underwear in order to produce masks, and also diverted the materials used to produce bathrobes. In this way, only 20,000 masks can be produced every day. It took half a month for Shanghai to toss 10 million masks, which is not enough for so many citizens.
From April 21 to May 3, Shanghai Industrial System produced more than 11.5 million masks, about 550 tons of peracetic acid disinfectant, nearly 900,000 thermometers, and more than 110,000 boxes of medicinal soap.
When is 2003? China has just joined the WTO After China joined the WTO, everything turned upside down. Under the powerful power of marketization, entrepreneurs have burst out with amazing creativity, turning China from an agricultural region into a world factory.
From 2003 to the present, there are not many masks that can be produced, and they cant bear the development to the United States In the process, a large number of excellent enterprises and entrepreneurs have emerged, creating todays unimaginable wealth Out of national strength.
Today, China can produce 20 million cars, hundreds of millions of mobile phones and computers every year, the worlds first non-ferrous metal cement, household appliances, air conditioners, refrigerators and color TVs. It is natural to produce a little mask. For our investors, this of course represents a large number of outstanding listed companies, creating opportunities for us to get rich.
Whether China can continue to maintain this prosperity and strength depends on the market economy, especially the private economy, whether private property rights are respected, and whether the market mechanism can operate smoothly. The same is true for trade with other countries. Harmony is good for both, and contention is for two losses. Only by continuing to adhere to the principle of trade liberalization can we achieve long-term economic development and prosperity.
If we continue to respect entrepreneurs and private property rights, there will be endless wealth, technology and material resources.
4. The role of the capital market
So when it comes to stocks, I have to talk about the role of the stock market in it. The medical sector has skyrocketed in the past few days, and some people have made a dissonant sound about the countrys financial difficulties. In fact, this situation should be viewed in this way-if there is no long-term high valuation of A shares before so many years, a large number of blood transfusions, and a large amount of financing by the company, how is it possible to have the production capacity today? Without a series of quotes from five golden flowers to value investment, there would be no world-class listed companies, naturally no production lines, no gold, silver, copper, iron, hardworking entrepreneurs, and no overtime workers.
In particular, high-tech companies have played a decisive role. The testing reagents provided by these biological companies help to solve problems quickly. Many investors have criticized the high valuation of A-share biopharmaceutical stocks for many years. money. After training for thousands of days and using troops for a while, the science and technology version of the master bio is now two consecutive 20%, giving investors an ideal return. Other A-share pharmaceutical stocks have also shattered the decline of the previous two years and started a round of independent market. Without the overall high valuation of the pharmaceutical sector and the convenience of the market for innovative medicine technology, I am afraid that it is difficult for more than one billion people to eat any real medicine. They can really only eat Banlangen!
If the peoples shopping carts tell the enterprise what to produce, the stock market will tell the enterprise what to invest in. The surge in medical technology will allow more companies to invest in high-tech research and development such as genetic testing and bioengineering. There is no need for any scientific research projects that are compulsory by the state. The huge profits of the market naturally attracted young talents. It will soon be seen that a large number of listed companies are investing in various biomedical projects. Although there are hot spots, one or two of the ten are really, far better than none.
If you start a domestic biotechnology company with billions of dollars in market value, which excellent scientist would be willing to raise mice abroad? I havent rushed back to start a business, rushed to grab investors, and rushed to the science and technology edition. What kind of virus cant be overcome?
The capital market plays a role in resource allocation, and today it is showing that the A-share market is highly effective and resources are rapidly allocated to the field that the people most need now: the medical field. I am afraid that there is no third company on earth except China and the United States. And such an effective allocation capability is based on nearly 200 million investors, relying on the mobile Internet to carry out efficient research, discussion, and games, and finally arrive at the optimal solution at each stage. With such resource allocation capabilities, who can be the enemy?
Therefore, the money that our investors make in pharmaceutical stocks is reasonable and legal, and it is justified. It is not only beneficial to ourselves, but also to society and the fight against diseases.
Want to learn more about how to buy masks? Look for us
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