Introduction: The masks independently produced by the subsidiary of Gree Electric Appliances " Zhuhai Gejian" were officially launched in the official Gree mall " Dong Mingzhu 's store", and consumers can purchase them by making an appointment. On the other hand, on March 9, A-shares opened low and closed low, but the mask concept stock is still very popular.
Source丨21st Century Business Herald (ID: jjbd21)
Reporter丨 Dong Peng, Zhang Sainan, Ye Bihua, Zhang Wang
Editor丨 Zhu Yimin, Li Qingyu, Li Yutong
html On December 9, the "Gree brand" mask was officially launched.The official account "Dong Mingzhu Self-Media" published an article on the same day that the KN95 protective-level disposable masks and medical-level disposable medical masks produced by Gree will be launched today in "Dong Mingzhu's Store".
Among them, national standard KN95 grade masks are priced at 275 yuan per box, and 50 ordinary disposable medical masks are priced at 150 yuan. Compared with other purchasing channels, the above price is not high.
masks are given priority to support the front line of the fight against the epidemic, and each person is limited to purchase 1 box of
per day. According to the purchase rules, since mask materials are given priority to support the front line of the fight against the epidemic, and supply is short of supply. After the appointment is successful, each person is limited to purchase 1 box per day. KN95 protective level disposable masks 50 pieces/box and disposable medical masks 50 pieces/box. Users can only purchase one box of masks from two models for successful appointment.
According to investigation, the registration subject of the official account is Zhuhai Hima Mingzhu New Media Co., Ltd.
Industrial and commercial information shows that Dong Mingzhu personally holds 42% of the company's equity, and another 42% of the equity is held by natural person Zhao Hui. The latter is currently a senior consultant for Gree Electric Appliances , and also serves as a senior consultant for Skyworth Group.
However, the platform did not disclose the current total amount of Gree masks, as well as the current total production capacity of Gree.
In the future, may one million masks be produced every day?
As early as 0:00 on March 8, Gaoge Pharmaceutical, a subsidiary of Gree Real Estate, had opened the personal mask reservation channel. The first batch of 50,000 "Gaoge" masks are "ready to go" to the hands of tens of thousands of winners.
"We used to produce mask equipment, but we didn't produce masks. After the outbreak of the epidemic, the company bought millions of masks from abroad, but they couldn't ship them back. Now we need masks in particular, so we changed our thinking and used our own equipment to produce masks." Dong Mingzhu said in an interview earlier.
At that time, she pointed out that the company could produce millions of units per day after mass production.
Gree Electric Appliances relevant person in charge told reporters that Gree did not intend to produce masks at first, but only produced mask machine . "Later, the government called on enterprises with production capacity to invest in the production of emergency materials, so we also produced masks together, including thermometers, goggles, etc.."
At present, the national COVID-19 epidemic has maintained a steady and positive trend, but the full resumption of work and production and the unoptimistic international situation have brought uncertainty to the development of the epidemic. Experts such as Zhong Nanshan and Zhang Wenhong all said that the epidemic is expected to be basically controlled by the end of April, but we must remain highly vigilant and masks need to be worn for one or two months. This means that the demand for masks will continue to expand, and the supply shortage needs to be solved urgently.
htmlOn December 20, Gaoge Medical Pharmaceutical's fully automatic mask production line arrived in Zhuhai, and the equipment will be debugged that night. It will be put into production on February 21, and it is expected to be mass-produced about 400,000 for the first time. On February 29 and March 8, the company's second and third production lines were put into production one after another.mask concept stocks are popular! The "mask" problem on the Shanghai-Shenzhen interactive platform surged 741
html On December 9, A-shares opened low and closed low, but mask concept stocks were still very popular.As of the close of the market, the mask index closed up 5.55%. More than 20 stocks including Xinxiang Chemical Fiber, Haiwang Bio, Huafang Co., Ltd., Yangpu Medical, Xinlong Holdings, Yanjiang Co., Ltd., Zhende Medical, Lanfan Medical , Guoen Co., Ltd., , Shangrong Health, Yingke Medical, Dawn Co., Ltd., etc. hit the daily limit.
Among them, the performance of strong stocks is astonishing, Guoen shares achieved 7 consecutive increases, Dawn shares achieved 10 daily limit in 12 trading days, Souyute achieved 7 daily limit in 8 trading days, Xinye Textile achieved 6 daily limit in 7 trading days, and then rose to 4 consecutive boards in 4 consecutive days.
will rise when it gets stuck with the concept of masks, especially some companies announced the rise of cross-border production of masks, which made investors unable to hold back. Many investors "forced" online for three consecutive times: "Whether the company has a mask business", "Why not cross-border production", and "Why not announce it." The popularity of online questions asked by
has become another window to observe the concept of A-share masks. Here, it is easier to "eliminate the false and retain the true" related hot topics.
Investors ask questions "Ride on the Hot Spot"
The current interactive platform is filled with investors' hot questions. As hot spots such as industrial hemp, Tesla industry chain, Huawei industry chain and other hot spots rose, investors asked online whether the company had related businesses. This time it was the "mask industry chain". The most common questions in
are: "Does the company have mask (machine) business?" "When will the mask business be put into production?" "How much mask production capacity can be achieved?" Some investors even ask the company to take the initiative to disclose information related businesses.
Huajin Capital previously replied on the interactive platform that the company's subsidiary Huaguan Technology plans to build 2 ordinary medical mask production lines and 3 N95 mask production lines, with a daily production capacity of 200,000 to 300,000.
Today, some investors asked Huajin Capital again and asked the secretary of the board to issue an announcement, "Why not issue an announcement for the production of masks? The subsidiary's production of mask machines also needs to issue an announcement."
There are also many investors who have made "cross-border" requests, but the company admitted that "I can't do it."
For example, *ST Southeast is affiliated to the rubber and plastic products industry, mainly engaged in the production and sales of plastic films, plastic products, and lithium battery ion isolation films. Investors asked the company to cross-border: "Many listed companies on the scene have made their own contributions to the fight against the epidemic, and they have to produce masks without hesitation to switch production. The company's nanofiber membrane can be used as a raw material for mask production, so why don't they consider changing the production line?"
*ST Southeast replied, "The company cannot produce masks", "The company will continue to maintain its main business development unshakable."
Pioneer New Materials was also asked by investors: "Why doesn't the company develop materials that replace mask filter material meltblown fabric ?"
Pioneer New Materials is an enterprise engaged in the production, operation and sales of polymer polymer polymer indoor and outdoor sunshade fabrics and other sunshade products. The company replied: "The production of meltblown fabrics has a high industry threshold. The company has never been involved in this industry before. The company's main products are sunscreen fabrics and sunshade curtains, which are mainly used in the field of building sunshade."
upstream and downstream industrial chains have been paid attention to
1st Century Business Herald reporter found that as the hot spots of cross-border masks gradually cooled down, investors have turned their attention to more upstream and downstream industrial chain companies in masks, and manufacturing companies related to chemical and textiles have attracted attention. , such as one of the leading players in this round, Guoen Co., Ltd. , does not produce masks by itself. The reason why it attracts attention is mainly because the meltblown polypropylene it produces is one of the raw materials for meltblown fabrics.
Guoen Co., Ltd. is mainly engaged in the research, development, production and sales of modified plastic products and polymer composite materials, and provides downstream home appliances and automobile manufacturers with comprehensive services including home appliance parts and automobile parts and their special materials, including research and development, production, sales, testing and logistics distribution. In its lightweight materials segment business, it has meltblown polypropylene business.
Guoen Co., Ltd. introduced that according to the different melt flow rate, meltblown polypropylene can produce masks, baby diapers, women's sanitary napkins, protective clothing, sound silence cotton diapers, building sound insulation cotton, liquid filter mesh cloth and other products. Among them, the production process required for special materials for masks is more complex, various performance indicators require higher requirements, and higher product grade requirements. It is a relatively high-end material among meltblown materials.
According to the reply from Guoen Co., Ltd. on the interactive platform on March 5, the company's current 13 meltblown polypropylene special material production lines have a daily production capacity of about 150 tons. At the same time, the production will be converted at a rate of increasing 2-3 production lines per day according to market order demand.
Dewei New Materials is an enterprise engaged in the research, development, production and sales of polymer materials for cables, including the production and sales of polyvinyl chloride plastic materials , special modified plastics for automobiles and households, green and environmentally friendly packaging materials, polyethylene, polypropylene plastic materials, engineering plastics, etc.
Some investors noticed that the company has polypropylene production capacity and asked whether it can be used for mask production and export. However, Dewei New Materials replied: "The company's products do not involve the mask field for the time being."
textile companies have also attracted attention. Xinhuajin's investors asked online, "Will the company's textile and clothing business switch to produce masks and protective clothing and other epidemic prevention supplies?" The company admitted that the raw materials of its textile and clothing business are mainly used for the production of underwear, home textiles and other products, and cannot be converted to produce medical masks, protective clothing and other epidemic prevention materials.
Although Jiangsu Sunshine is also engaged in textile manufacturing, it admits that it currently has no related business for masks and protective clothing.
, which mainly produces PTA, polyester and polyester fiber manufacturing, also stated on the interactive platform that the company's main products are polyester filaments, which are mainly used to produce clothing and home textile products.
As of press time, on the relevant interactive platforms of Shanghai and Shenzhen, investors have asked as many as 741 questions about masks, mask machines, mask raw materials, etc., of which 234 questions about the mask business of Shanghai Stock Exchange e-Interactive have asked 507 questions about the Shenzhen Stock Exchange Interactive.
Ogilvy Medical announced that a daily production of surgical masks was 1.4 million, and the negative impact of 214 million shares was dissipated. The stock price hit the daily limit against the market and hi-
htmlOn March 9, Ogilvy Medical disclosed that 214 million shares, which accounted for 50.65% of the total share capital, were lifted from restricted sales and listed on March 11. And on the same day, when the main indexes in both Shanghai and Shenzhen stock markets fell, the stock price of Ogilvy Medical hit the daily limit against the market and increased in volume.The largest restricted stock market value of more than 10 billion yuan in history was lifted, and Ogilvy Medical HTML made further explanations through the investor interaction platform on March 9.
"The total number of shares lifted this time accounts for 50.6458% of the company's total share capital, but 37.35% of them are directly held by the company's directors, supervisors and senior executives. According to relevant regulations, the 37.35% share of the shares that can be reduced this year is about 9.33%. " Ogilvy Medical said.
Ogilvy Medical The relevant provisions mentioned above are Article 5 of the "Rules for Management of Shares of the Company and Changes of the Directors, Supervisors and Senior Management Personnel of Listed Companies": During their tenure, the shares transferred by the directors, supervisors and senior management of listed companies shall not exceed 25% of the total number of shares held by them through centralized bidding, bulk transactions, agreement transfers, etc. every year.
According to this calculation, Ogilvy Medical will be lifted from the restrictions on sale and will be listed and circulated. The theoretically, the number of shares that can be reduced this year is 95.5209 million shares, accounting for about 22.63% of the total share capital.
As a key enterprise in supplying medical protective supplies for the new crown epidemic, Ogilvy Medical also further released the news of mask production capacity that is currently attracting market attention on March 9.
Ogilvy Medical said that its protective supplies production line resumed work one after another from January 19 and 20, and the production lines of other products resumed work one after another from February 14, with the resumption rate exceeding 80%, and export business has also resumed one after another.
"The company's protective supplies production line has been expanding its production to support the front line of the fight against the epidemic." Ogilvy Medical said that "From March 5, the supply capacity of medical surgical masks has reached 1 million on the 5th, and will reach 1.4 million on the 10th of March; the daily supply capacity of medical protective N95 masks has remained 200,000 on the 18th of February."
According to the data released by Ogilvy Medical , it has produced more than 5 million N95 masks since it resumed work on January 20, and a total of more than 60 million medical surgical masks and disposable medical masks.
In addition, starting from February 27, Ogilvy Medical has also begun the supply of medical gloves.
"The company currently has sufficient raw materials for mask products. The non-woven fabrics produced by the company are mainly spunlace non-woven fabrics. The company does not supply mask raw materials to other manufacturers." Ogilvy Medical said.
However, Ogilvy Medical previously stated that protective supplies such as masks are only one of the company's many product categories, and the recent increase in demand for protective supplies such as masks will not have a significant impact on the company's financial situation.
This issue edited Li Yutong
