After some anti epidemic drugs and COVID-19 antigen detection kits were sold well, N95 masks were also in demand again.
On December 12, Wind data showed that the mask concept stock strengthened, and the mask index (8841287. WI) rose 1.82% to 2106.83 yuan, with the share prices of most of the constituent stocks rising. Among them, Hanyu Pharmaceutical (300199) rose 11.86%, Dawn (002838) rose 10.01%, Teda (000652) rose 9.95%, and the stock prices of Ogilvy Medical (002950), Robust Medical (300888), Zhende Medical (603301) and other companies also rose to varying degrees.
With regard to the hot sale of N95 masks, on December 12, surging journalists contacted many listed companies of N95 masks (medical protective masks) as investors. Many enterprises said that the demand for N95 masks had suddenly increased recently, and they were in a "shortage" state, and would actively expand production capacity or make decisions based on market demand. In the interview, only one enterprise said that the production capacity of N95 masks could meet the market demand.
In the face of the rise in share prices, some enterprises said that the rise in the company's share prices may be partly due to the influence of the hot sale of N95 masks, but there are many factors affecting the share prices in the market, so they can not make too many comments.
On mainstream e-commerce platforms such as Taobao and JD, surging journalists searched with the keyword "N95 masks" and found that most of the top three N95 masks in terms of sales were "out of stock", with only a small number of them in stock, and others needed to be purchased by appointment.
Robust Medical (300888) is a medical big health enterprise with 7 wholly-owned production subsidiaries, providing a large number of high-quality medical supplies and daily necessities to all parts of the world every year. With regard to the hot sale of N95 respirators, people from Robust Medical said that the demand for this product was suddenly too strong, temporarily out of stock, and the price of the terminal (C-end direct sales) would not rise. N95 respirators are one of the company's main products, but the specific capacity planning is not clear.
Previously, Robust Medical said on the investor interaction platform that the company's N95, KN95 and other types of masks were affected by the epidemic prevention and control policies, and the sales were volatile. The company is actively expanding production.
Judging from the investor relationship activity record form disclosed by Robust Medical on December 8, Robust Medical said that recently, the public's demand for N95 masks, flat masks and antigen detection reagents has increased, and the company's related factories are not shut down for 24 hours to fully guarantee the supply of the aforementioned products. As the frequency of nucleic acid detection decreases, people will move more freely. It is expected that the use of epidemic prevention products will gradually shift from nucleic acid detection points to hospitals and homes.
Huaren Pharmaceutical (300110) said to the surging journalists that N95 masks do not account for a large proportion of the company's business, but it has been concerned about the large market demand for N95 masks and will make timely decisions according to the market demand. "Recently, the company is increasing the production of N95 masks to try to 'fill up' the production capacity," said a person from Huaren Pharmaceutical. According to the public information, Huaren Pharmaceutical was founded in 1998 and listed on the Shenzhen Stock Exchange in 2010, mainly involving medicine, general health, medical devices and medical services.
Sanfu Outdoor (002780), an outdoor sports brand, said, "(the production of N95 masks) certainly cannot meet the market demand. Recently, the demand for N95 has risen suddenly, and the overall market is difficult to meet". The person said that since last year, the company's mask business has been shrinking. At this stage, the company is making full use of existing resources to produce, but mainly small order production, and the scale will not be enlarged. Sanfu Outdoor said that it was still under discussion whether it would expand production in the future.