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<section data-role="paragraph" data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section><p><p><img src="image/20201014/86b79d371e9862b01189f0252a03b2cd_1.jpg" /></p></p></section><section><section><span><strong></strong></span></section><p><span>医疗器械媒体报道先锋</span></p><p><span>分享专业医疗器械知识</span></p></section><section><section><section><span>关注</span></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section><section data-tools="gulangu" data-id="97917"><section><section><section data-bgless="spin" data-bgopacity="30%"><br /></section><section data-bgless="spin" data-bgopacity="30%"><span>近日，国内一次性防护口罩市场又传新消息，据悉目前部分平台一次性防护口罩的价格已经低至0.31元/片，最低出厂价已经跌至0.13元/片！</span></section><section data-bgless="spin" data-bgopacity="30%"><br /></section><p><span>据了解，合格的熔喷布一吨约30万元，一吨熔喷布生产100万只一次性口罩，仅熔喷布的成本就有0.3元。目前无纺布的价格一吨约3万元，口罩有两层无纺布，那么一吨无纺布只能生产50万只口罩，一片口罩的无纺布成本0.06元。再加上挂耳、压条、人工等成本，目前的价位，不少口罩厂是必然要赔钱的。</span></p><section data-bgless="spin" data-bgopacity="30%"><br /></section><section data-bgless="spin" data-bgopacity="30%"><span>从熔喷布市场的价格趋势图可以看到，疫情期间熔喷布需求旺盛，价格飞涨，哪怕是过滤标准不合格（低于80%）的产品也能卖到40-50万元/吨，而现在哪怕是79%的熔喷布从堪比黄金跌至一文不值。<br /></span></section><section data-bgless="spin" data-bgopacity="30%"><br /></section><p><p><img src="image/20201014/820048dcc5b832d8d34245dfb38774b8_2.png" /></p></p><p><br /></p><p><span>据了解，新开的口罩厂似乎有80%都在赔钱。<span>很多新厂为了盈利，牺牲口罩质量，不合理压缩成本。在如今，这类产品已毫无市场。据悉，<span>4月底5月初，海关开始严格口罩标准检查，某厂被退回来6000多万元口罩。现在堆在仓库里，1毛多的价格在慢慢处理，而生产成本是6毛多，亏80%。</span></span></span><span>KN95价格也在明显下跌，</span><span>目前60%的口罩工厂已经停产待工。</span></p><p><br /></p><p><br /></p><p><strong><span>口罩价格暴跌主要是产能增加太快</span></strong></p><p><br /></p><p><span>5月24日，国务委员、外交部长王毅在记者会上说，新冠疫情以来，中国已向150个国家和4个国际组织提供了紧急援助，中国向世界出口了568亿只口罩和2.5亿件防护服。按此数据计算，此前我国<span>平均每天出口4.73亿只口罩，即我国口罩的日均产能已在4.73亿只以上。</span></span></p><p><br /></p><p><span>然而闲杂达不到《GB T32610-2016》标准的口罩基本上卖不掉、没人要，这也是散户小厂生产投资最多的品种。</span></p><p><br /></p><p><span>疫情前，一台KN95口罩机20万，疫情开始后最高爆炒10倍到200万一台，而且是现款期货，就是买家先付全款订货，几周后才能收到口罩机。而现在，<span>一些口罩厂老板把之前100多万抢来的口罩机以20万</span><span>价格贱卖。</span></span><span>疫情前，一台一次性平面口罩机只卖2万。</span><span>按现在这个过剩产能，估计后期一台口罩机卖几千都可能，甚至完全卖不掉，最后放在厂里生锈，再最后就只能卖废铁了。</span></p><p><br /></p><p><strong><span>谁赔钱了？</span></strong></p><p><br /></p><p><span>暴利开局，怎么还会有人赔钱呢？主要是后期投资的赔钱，前期赚的钱到后期追加投资，于是连本带利全赔进去。</span></p><p><br /></p><p><span>赔钱的很多口罩老板，在4月都还是挣钱的。4月前生产普通一次性口罩赚了很多钱，但是一个口罩只能赚几毛，一天赚几万，太少了，不如生产KN95利润高，50%的利润，成本3元以内，出厂卖7-8元。</span></p><p><br /></p><p><span>于是前期在普通口罩上赚了钱多了，4月就开始上KN95成产线。4月初200万定的口罩机，5月初才到厂，再加上组装调试几天，KN95价格已经从7-8元降到1元多了。口罩机也从200万暴跌到20-30万元。再加上还要囤熔喷布等原材料100多万。口罩、原料、机器三个暴击。暴跌趋势基本和熔喷布价格一致。</span></p><p><br /></p><p><span>结语：虽然目前口罩、熔喷布市场变低哀嚎，但我们能认为行业已经崩盘吗？恐怕还不算，在笔者看来，目前市场是用最激烈的手段来淘汰那些投机者，而能够保证质量的大厂未来是有大可能迎来转机的，张文宏医生近日也说到，秋冬季节疫情有复发的可能，因此我们有理由相信，防护口罩这一产业，仍然拥有未来。</span><br /></p><section><br /></section></section></section></section><section data-role="outer" label="Powered by gulangu"><section data-role="paragraph" data-color="#757576"><section data-role="paragraph"><section><section><section data-brushtype="text"><strong>相关阅读</strong></section></section></section><section><section><br /></section></section><section data-width="100%"><section><section><section><section data-width="100%"><section data-tools="gulangu" data-id="87578" data-color="#6aa9ad" data-custom="#59c3f9"><section><p><img src="image/20201014/2aac877ff9233ba5a66e7a5ff3a4febf_3.gif" /></p></section><section 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发表于 2020-10-14 12:09:07