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Analysis of the impact of the new crown epidemic on industrial textile clusters.


Release time:

2020-04-06

At the beginning of the Lunar New Year in 2020, the pneumonia epidemic of the new coronavirus infection showed a serious trend of rapid spread. Industrial textiles industry due to the sub-industry sector, regional distribution, industrial structure and other different affected by the epidemic showed a trend of multi-polar differentiation: non-medical and health engineering cluster enterprises have a greater adverse impact, service cluster enterprises third-party operating enterprises affected, medical and health-related enterprises to obtain unexpected income.

At the beginning of the Lunar New Year in 2020, the pneumonia epidemic of the new coronavirus infection showed a serious trend of rapid spread. Industrial textiles industry due to the sub-industry sector, regional distribution, industrial structure and other different affected by the epidemic showed a trend of multi-polar differentiation: non-medical and health engineering cluster enterprises have a greater adverse impact, service cluster enterprises third-party operating enterprises affected, medical and health-related enterprises to obtain unexpected income.

    The impact of the 1. epidemic on the resumption and operation of industrial clusters.
According to the relevant policy information recently released by the state and the feedback from the questionnaire on the epidemic situation of the cluster industry issued by the Association on March 2, 2020, the seven questions and answers, compared with the normal year, the proportion of enterprises involved in the cluster with delayed start-up? Operating rate? Does the delay affect the total revenue of the enterprise? What percentage of the total in 2019? What is the impact of delayed construction on 2020? What is the impact of the delay on the industry in the region? The impact of delayed construction on investment? Are the local pros and cons of delaying the start of business? Specific reasons: raw materials, equipment, personnel or other?
Through the analysis of these data can reflect the following situation:
1, the impact of the resumption of work. At present, the operating rate of enterprises in the cluster has reached more than 96%, such as Youxi, Changxing and other places of the cluster operating rate of 100; 90% in Xiantao region. Compared with normal years, the proportion of delayed start-up enterprises has reached more than 98%. Among them, medical and health enterprises started work earlier, and the supply of raw materials affected by construction and traffic has basically returned to normal. Spunbond, meltblown, spunlace and downstream production demand is strong, is expected to exceed the 2019 output value.
2. Delayed start-up affects 6% of the annual income of the enterprise, and 80% of the attendance rate of employees affected by isolation factors.
3. Investment has shifted to the field of medical and health care. For example, the newly added Hubei Tianyun silencer equipment Co., Ltd. has switched to a meltblown cotton production line project for mask filtration production. The equipment investment is 3.5 million yuan, with a daily production of 1 ton of meltblown cotton. Xiantao brilliant nonwovens co., ltd. has newly launched N95 high-efficiency meltblown cloth project with an investment of 20 million yuan and a daily production of 7 tons of meltblown cloth. the project is expected to be put into production on March 5.
4. At present, the main problem is that raw materials and downstream demand are not synchronized, and there is still a certain impact. Secondly, some employees from other places are not on duty, and the production capacity is not fully released.

  The positive impact of the 2. epidemic on industrial cluster firms
In response to the pneumonia epidemic caused by the novel coronavirus infection, the General Office of the State Council issued an emergency notice on January 29, 2020 on organizing the resumption of work and scheduling arrangements for key material production enterprises for epidemic prevention and control; February 7, 2020 Notice of the National Development and Reform Commission, the Ministry of Finance, and the Ministry of Industry and Information Technology on the use of government reserves to support the increase in production and supply of materials in short supply in response to the epidemic; february 7, 2020 Emergency Notice of the Ministry of Finance, the Development and Reform Commission, the Ministry of Industry and Information Technology, the People's Bank of China and the Audit Office on winning the battle of epidemic prevention and control and strengthening the financial support of key enterprises in epidemic prevention and control.
According to the relevant requirements of the Ministry of Finance and the State Administration of Taxation Announcement No. 8 of 2020 "Announcement on Tax Policies Related to Support the Prevention and Control of Pneumonia Infected with Novel Coronavirus", the specific scope of medical emergency support materials in the list of key support materials for epidemic prevention and control has been determined, and a list of key support materials for epidemic prevention and control (medical emergency) has been formed, with a total of 14 subjects at 2 levels, among them, the fourth category of the first-level subjects includes 7, 8, and 9 three subjects: protective equipment, main raw materials of protective equipment, and main equipment of protective equipment. Among them, the main raw materials of protective equipment belong to the industrial textile industry, and the importance of the industry is very prominent.
    Environmental emergency monitoring field
With the escalation of the new crown epidemic, the prevention and control situation is becoming more and more serious, and people are shrouded in tension. On January 31, the Ministry of Ecology and Environment issued the Emergency Monitoring Program for the Epidemic of New Coronavirus Infection Pneumonia. Emergency early warning monitoring of air and surface water environment during epidemic prevention and control, the application of air filtration and liquid filtration in hospitals and other units, especially the monitoring of water quality in drinking water sources, is the focus of work. This provides the demand for technological upgrading and development for air and surface water environmental quality monitoring equipment manufacturing enterprises, environmental quality automatic monitoring operation and maintenance guarantee enterprises, emergency monitoring plan data analysis platform enterprises, raw material supply enterprises, etc. Mainly related to the field of air filtration and liquid filtration in my industry, related clusters such as Zhejiang Tiantai, Jiangsu Funing, etc. These clusters mainly produce filter materials, and the improvement of environmental quality is inseparable from their products.
    Protective equipment raw materials field
With the development of the new coronavirus epidemic, medical protective supplies and their raw materials continue to be in short supply. Many companies and their subsidiaries have no production of medical protective masks, protective clothing, isolation clothing, goggles and other protective equipment materials and production capacity, many companies due to capacity constraints in the near future can not receive more orders, the current production capacity, whether to expand production, expand production to meet market demand for cluster enterprises to provide new topics and needs. Some enterprises in related clusters such as Hubei Xiantao, Hubei Pengchang, Zhejiang Changxing, Zhejiang Xialu, Zhejiang Yiwu, Jiangsu Zhenzhou, Zhejiang Xiaojiang, Shandong Changle and Jiangsu Rudong produce meltblown nonwovens as the key materials for masks, SMS spunbond nonwovens as the main materials for protective clothing, and spunlace nonwovens as the main raw materials for disinfection and sterilization wipes and wipes.

   The negative impact of the 3. epidemic on enterprises in industrial clusters.
The epidemic has had a greater impact on small and medium-sized private enterprises represented by catering, tourism and manufacturing, and some of the same types of non-protective equipment clusters are also facing severe challenges to varying degrees.
    Engineering enterprises in the cluster
Due to the impact of the epidemic, the postponement of the resumption of work by engineering enterprises at the request of the local government will directly lead to the postponement of the start of the project, which will directly affect the overall construction period of the project. Measures such as stopping production or restricting the flow of personnel and materials have indirectly affected the actual construction progress of the project. At the same time, the epidemic has led to a shortage of labor and materials and related and rising costs, resulting in a substantial increase in costs. Such as Jiangsu branch pond equipment, Shandong Lingcheng geotechnical project. Jiangsu Zitang has more equipment manufacturers, because its products are not related to the epidemic, so it is more affected by the market and shutdown. There are many geotechnical enterprises in Lingcheng, Shandong, but most of them are engineering enterprises, which implement turnkey projects.
    Operational enterprises in the service production category in the cluster
Service enterprises tend to light assets of small and medium-sized enterprises, industry professional characteristics outstanding, the current labor costs, logistics costs doubled, in the face of the current epidemic overall anti-risk ability is not strong, by the service enterprises to stop production impact. Such as Hebei Anping, the cluster of transport enterprises, monitoring platform enterprises, exhibitions, etc. due to the impact of the epidemic delayed or unable to start work caused by the main enterprise performance is insufficient.
    General-purpose equipment manufacturing enterprises in clusters
Equipment production-oriented enterprises are labor-intensive equipment production-oriented enterprises, in order to prevent the spread of the epidemic, most of the general-purpose equipment production-oriented enterprises are suspended for vacation. Not to start work is to sit and eat, all kinds of expenses including rent, equipment depreciation, loan interest, personnel wages and other pressure is huge. These manufacturers face the risk of shortage of funds, such as Jiangsu Zitang's mechanical and electrical enterprises, foundry enterprises and steel processing enterprises, will be affected by non-main business.
    The problem of post-epidemic overcapacity of enterprises in clusters.
In 2019, the highest daily production of masks in China is more than 2000 million, the output is about 5 billion, the output value is as high as 10.235 billion yuan, the fastest mask production rate is 1000 per minute, as of February 28, 2020 masks, especially in the polar class or non-polar melt-blown medical masks are still in short supply. For domestic mask production enterprises, in the short term through the procurement of production lines, expansion of production workers and other ways to expand the production capacity of masks. The epidemic will make many people raise their awareness of the prevention and control of respiratory diseases. In the short term, there is still a large gap in the market. Appropriate adjustment of the industrial structure will help meet market demand. However, because masks are not necessities of life, the market demand for masks will stabilize after the end of the epidemic, and small businesses will have a weak ability to resist risks, suddenly adjust the industrial structure or cause inventory backlog, occupy cash flow and other phenomena. Medical protective clothing and isolation clothing also face this problem.

   Key strategic recommendations for 4. response to the epidemic
The epidemic crisis has caused a greater impact on our industry, the overall positive impact is greater than the negative impact, how to turn the industry's crisis into an opportunity for the development of the industrial textile industry, promote the transformation and upgrading of the industry is worth thinking about during the epidemic.
  short-term coping strategies
In the short term, the negative impact of the epidemic on the industry, the most fundamental is the problem of capital, shortage of personnel, especially small and micro enterprises cash flow difficulties continue to amplify the increase. Capital is the lifeline of an enterprise, and solving the short-term capital problem is the first priority for the survival of an enterprise. Cluster enterprises can solve short-term liquidity problems through accounts receivable factoring, capital lending, and at the same time an appropriate increase in exports, and survival during the epidemic is a victory.
medium-term development strategy
The epidemic has prompted the industry in the water environment, atmospheric environment, emergency monitoring, emergency treatment, medical sewage treatment, medical waste treatment and disposal, sanitation services and other fields of standardization, standardization, standardization construction, and even the construction of the national reserve system, the future of these sub-industries in the depth and breadth of the standard, upgrade is imperative. Therefore, the cluster industry enterprises should see this epidemic crisis into an opportunity to upgrade the development of the industry.
    Long-term strategic strategy
At this stage, more than 90% of the country are small, medium and micro enterprises. Due to the influence of the competitive environment, it is difficult for the development of enterprises to be supported by continuous innovation technology. Some processing industries have low technological content, which also restricts the investment value of the industry. After the epidemic is bound to speed up the process of industry mergers and acquisitions, followed by the establishment of national emergency reserves, increase the intensity of acquisitions, taking into account the storage and capacity release, the third is to improve the industrial chain support, the formation of self-improvement of larger-scale industrial clusters, which is the cluster of governments and enterprises need to consider in advance.