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The recurrence of the epidemic in Qingdao affects the nerves of the people all over the country, and the problem of mask protection also affects the hearts of the plastics industry.
Under this situation, some people said that the rebound of the epidemic may bring about a second round of PP meltblown material prices.
Go high!
Recently, Dawn shares released a performance forecast.
It is expected that the net profit attributable to shareholders of listed companies in the first three quarters of 2020 will be about 762 million yuan to 804 million yuan, a year-on-year increase of 500.
12% to 533.
29%
.
It can be seen from the performance report released by Dawn that melt-blown materials and melt-blown fabrics are still profitable, so will the recurrence of the domestic epidemic have an impact on polypropylene?
According to statistics, the current domestic polypropylene fiber production capacity is 1.
97 million tons, accounting for 7.
22% of the total production capacity.
The overall supply is still relatively optimistic, and there are not so many materials required to convert polypropylene into masks after the festival.
Therefore, polypropylene The production is still relatively sufficient, and there is no shortage of supply for the time being
.
In summary, it can be seen that although the demand for raw materials brought about by the escalation of the epidemic is not high, the orders of non-woven fabrics, plastic weaving and other industries have improved in the short term.
There is still a slight upward trend in the short term, but the overall change will not be much
.
