China's dust mask market reached 2.53 billion yuan last year

Smoggy weather has been frequent in various parts of China and has attracted increasing public attention. Naturally, this year's "two sessions" focus. Li Dongsheng, deputy to the National People's Congress and chairman of the TCL Group, called for relieving the current problem of air pollution from the legislative level and adding governance haze to the performance evaluation system. Li Shufu, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of Geely Holding, believes that governance should be explored in four areas, including the operational efficiency of vehicles, the research and development of new energy vehicles, the upgrading of technical standards, and changes in consumer attitudes. At the same time, in the context of environmental issues, environmental protection industries including air purifiers are rapidly emerging. Yuan Liqun, deputy director of the National People's Congress and senior vice president of Midea Group, said that in 2014, the air purification industry will maintain a high growth trend.

Li Dongsheng, deputy to the National People's Congress and chairman of the TCL Group: Incorporating the governance of smog into the performance appraisal “Yesterday was hazy weather, and today it is clear that the sky is clear. The weather in Beijing still speaks of politics.” NPC deputy and Chairman of the TCL Group Li Dongsheng A joke made the media reporters in the room laugh.

He accepted the visit at Beijing Capital Hotel.

In fact, Li Dongsheng was not joking about the issue of smog control. Among the four suggestions he had, he had a copy of the “Recommendation on the use of innovative technologies to transform the environmental protection industry and speed up the management of haze pollution.” He also prepared for the “two sessions”. submit.

In this proposal, Li Dongsheng called for the revision of "atmospheric legislation" as soon as possible, and to include governance haze in the performance evaluation system.

Using scientific and technological means to control haze In early 2013, large-scale hazy weather broke out in various parts of China. Various energy-saving and emission-reduction technologies were increasingly taken seriously by decision-makers and consumers. Enterprises that master such advanced technologies also saw new development opportunities. .

“Compared to developed countries, we have a relatively low level in the development of environmental protection industries. We have low support, long implementation cycles, and weak innovation capacity in the research and application of new environmental protection technologies and the development of environmentally friendly products. In particular, there is a lack of awareness and vision for the application of cloud computing, big data and other technical means," Li Dongsheng wrote in the proposal.

Although everyone does not like hazy weather, but have to admit that the haze has also brought business opportunities for many companies. According to Ovid Consulting's data, it is expected that the sales volume of air purifiers in China will maintain a high growth rate of 30% to 35% in the next three years, and the total market volume may reach 19.5 million units, 25 million units, and 34 million units.

This is a new market opportunity not to be missed for home appliance companies that have a close match with the color TV market. TCL is no exception. In the second half of 2012, TCL officially announced its entry into the field of air purifiers in the context of increasing air pollution. TCL also entered the water purifier industry, and currently also air-conditioning products with air purification features.

Although in yesterday's exclusive interview, Li Dongsheng did not disclose the current TCL air purifier sales data, but admitted that sales are indeed good. Li Dongsheng also revealed to reporters that in the future, the home appliance business will introduce health products as the main products to the market, and will make the business bigger and stronger. This year it also plans to establish a new health industry base.

Determined to adjust high-energy-consuming enterprises because the governance of haze in Hebei Province, shut down a lot of cement plants and steel mills, this phenomenon has also triggered Li Dongsheng's concern for high-energy-consuming enterprises.

“China has to export a large amount of low-grade steel every year. In fact, this part of the steel has many imports every year. With a lot of coal and primary products made at great environmental costs, the contribution it can actually make is very limited.” Li Dongsheng believes that The state must comprehensively consider the adjustment of the industrial structure. Some high-energy-consuming enterprises need to be determined to adjust, but they cannot carry out rectification in one go.

Historically, London in the United Kingdom and Tokyo in Japan have experienced periods of environmental pollution. The destruction of the environment brought about by industrialization seems to be an inevitable stage of experience. China has been the fastest-growing region in the world for the past 30 years, and it has now become a world-famous resource-consuming country. This will inevitably bring about a series of environmental problems.

"How to solve this problem may take a relatively long time, but we must first improve some relevant legislation to raise the standard and some standards must be further revised." Li Dongsheng said.

With respect to the management of haze, Li Dongsheng listed three recommendations in detail: first, establish a scientific concept of flood prevention and control, and scientifically plan cities; secondly, use cloud computing and big data analysis, establish a joint prevention and control mechanism, and integrate smog control into performance. Appraisal system; Third, appropriate use of government subsidies and tax exemption and other policy measures to promote the innovation and use of intelligent environmental protection technology, promote the development and popularization of intelligent environmental protection products, reduce energy consumption and emission reduction.

The legislation in the area of ​​air pollution prevention is lagging behind. The current Law on the Prevention and Control of Atmospheric Pollution is a law that began in 2000. It has not been amended for more than a decade and it is difficult to adapt to increasingly complex and diverse air pollution violations. Therefore, the Air Pollution Prevention and Control Law was amended to ease the current air pollution problem from the legislative perspective.

In October 2013, the Standing Committee of the 12th National People's Congress promulgated the legislative plan, including 11 amendments to the “Air Pollution Prevention and Control Law” and the “Water Pollution Prevention and Control Law” among the 68 identified legislative items. It is understood that the Air Pollution Prevention and Control Law is currently under intense revision. It is possible that the "two sessions" will be submitted to the NPC Standing Committee for deliberation this year.

Li Shufu, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of Geely Holding Group: Environmental governance should start with changes in consumer attitudes from various sources. Focus on air quality in the car in 2012, and promote air quality legislation in 2013. Li Shufu, member of the National Committee of the Chinese People's Political Consultative Conference and chairman of Zhejiang Geely Holding Group The two-year proposals are all related to the "environment".

Li Shufu said in an interview that governance should be explored in four areas, including the operational efficiency of vehicles, research and development of new energy vehicles, upgrading of technology standards, and changes in consumer attitudes.

During the “two sessions” this year, Li Shufu brought in three proposals, among which the reform proposal in the taxi market was the most noticeable. Some experts pointed out that according to the calculation of the overall utilization rate of a taxi, a taxi is equivalent to 8 private cars and official vehicles. The development and convenience of taxis can greatly reduce the number of private cars, thereby reducing the pressure on urban traffic. Therefore, it is also The most important means to ease traffic and environmental pressures.

Environmental models will be favored by the market In this year’s “two sessions” proposal, Li Shufu’s focus is on starting from taxis to increase operational efficiency, new energy vehicle R&D, consumer attitudes, and upgrading of technical standards are all prevented from the automotive industry. An important way to make the environment worse.

In the research and development of new energy vehicles, Li Shufu said: "For the development path of the automotive industry, from traditional technology to hybrid technology, and ultimately to a fully electric, fully electric vehicles, has been determined." However, to the present Until now, electric cars have not been competitive with conventional cars in terms of economy, durability, reliability, and cost. Now all auto makers are struggling to find a technical route.

In terms of changes in consumer attitudes, Li Shufu believes that with the increasingly mature Chinese auto market and consumers, the business opportunities for the future auto industry will lie in miniaturization, environmental performance, and the personal taste and brand appeal embodied in auto brands. Inherent, environmentally-friendly models with independent brand style, small displacement and high torque will gradually be recognized by consumers.

Finally, in terms of technical standards, in 2012 and 2013, Li Shufu proposed legislation for air quality and air quality in the car respectively. According to the relevant person in charge of Geely Holding, these two standards have been actively reported by relevant departments.

Especially this year, haze has become a topic of concern to the entire society, and the promotion of technical standards is imperative. According to a report, Premier Li Keqiang of the State Council emphasized at the State Council executive meeting that "the elimination of yellow-labeled vehicles must be strengthened, or the number must be increased as a whole, or it must be significantly promoted in key cities. The action must be quick."

In the automotive industry, accelerating the use of environmentally friendly technologies in vehicle models has become a topic of common concern for the automotive industry and even the entire society. It also provides opportunities for the next development of the automotive industry.

Yuan Liqun, deputy to the National People's Congress and Midea Group, will continue to maintain high growth in the air purification industry. Environmental issues, including air purifiers, are rapidly rising in the context of environmental issues that are increasingly attracting public attention.

“On the other day, the meteorological observatory issued a yellow warning for 5 consecutive days. Midea’s air purifier sold off the goods in many stores.” Yuan Liqun, deputy to the National People’s Congress, Midea Group and senior vice president, said that the air purification industry will remain high in 2014. Growth trend.

According to the statistics and monitoring of China Yikang, in January this year, the retail sales of air purifier terminal stores increased by 81.41% year-on-year, and the growth rate ranked first in the home appliance industry. Yuan Liqun said that the current domestic air purifier family ownership rate is 1% to 2%, and the average unit price is close to 3,000 yuan. In 2013, the overall sales scale of the industry was about 4 billion yuan. As air pollution becomes more serious, the future of air purification industry is huge.

According to industry experts' forecasts, by 2020, the air purification industry is expected to reach 100 billion yuan, becoming a new growth point for the home appliance industry. The reporter is concerned that since 2013, there have been many companies such as Skyworth and Wanjiale that have entered this field.

Although companies have continued to join the air purification industry, some stores are still out of stock during periods of severe haze. Yuan Liqun said that because there is still a certain degree of bottlenecks in supply of core components in the air purification industry, many companies have insufficient capacity and are far from meeting market demand. According to Yuan Liqun, the annual production capacity of air purifiers in the United States will increase from the original 400,000 units to 1 million units this year.

Although the industry is in a high-growth situation, the industry's irregularity has caused her to worry: “Because of the large market space and lack of industry norm, there is a certain amount of co-existence in the air-cleaning industry, and the professional technology and talent reserve are mixed, giving the industry an early stage. Development has brought about some influence."

Another important reason why the industry is not standardized is the limitations of existing national standards. She said that the existing national standard (GB/T18801-2002) lacks a clear specification for the core performance indicators of the purifier and urgently needs to be revised. Because of the lack of detailed data indicators, some companies will “look at the loopholes” in the promotion process. It is understood that the China Household Electrical Appliances Research Institute is currently organizing mainstream enterprises and revising the national standards of the air purifier industry.

Yuan Liqun believes that the introduction of the new national standard will help the industry regulate and develop in an orderly manner, so that more enterprises will have more fair market opportunities for competition and provide consumers with more products that will improve their quality of life. At the same time, industry competition will be further concentrated.

Zhao Danqing, chairman of Kang Lun fiber: face-lifting of the mask market, waiting for industry standards to be introduced. By the end of September 2012, Zhao Danqing, chairman of Kang Lun fiber, faced media doubts when he first promoted the Green Shield PM2.5 mask in Beijing. Curiosity, he has no end in his own heart.

With the increasing attention to PM2.5 in the society, there has been a surprising development in the mask market. According to public information, the dust mask market in China reached 2.53 billion yuan by 2013.

In fact, masks are not the main business of Reynolds. "I will do the Green Shield well, but this is not a lifetime business. Sooner or later, it will become history along with the haze. I don't want this time to be too long," Zhao Danqing said in an interview.

Beginning in 2011, Beijing's persistent haze has made the public familiar with the term PM2.5. Zhao Danqing’s eyes are also betting on Beijing from time to time. In September 2012, the first batch of Green Shield PM2.5 was officially launched. Under the influence of continuous haze weather, masks have become a hot commodity in major cities. Masked people can be seen everywhere in Beijing's streets. During the “two sessions” last year, the capital traffic police finally decided to formally wear green shield masks. This mask, which does not have much difference in appearance from traditional masks, is only used by the capital traffic police to purchase more than 100,000 pieces at a time.

Zhao Danqing’s company benefited from this. In 2012, Kang Lun’s total revenue exceeded 70 million yuan, including 50 million yuan in textile fiber business, and the mask business exceeded 20 million yuan.

According to its disclosure, as of the end of 2012, the shipment of green shield masks was 1.5 million, and in 2013 it reached 6.5 million. Over the past two years since the first batch of masks went offline, more than 10 million masks have been shipped.

The sale of masks has also driven a variety of companies to participate in the market. The entire market has seen mixed results. Yang Wenfen, director of the National Center for the Prevention and Control of Labor, told reporters that air pollution prevention and control work requires standards first. The blowout of the mask market has attracted many merchants to enter the market, and a large number of counterfeit counterfeit products flood the market, which can be described as chaotic. In addition to filterability, air permeability, and other indicators, the performance of sanitary masks should also be taken seriously.

The reporter learned that some brands have imitated or even copied well-known brands from designs and product introductions, and some have used concept cards. Their products do not have the function of protecting PM2.5 at all. What is more, it produces fake and shoddy products.

Zhao Danqing said that there is no unified standard, which causes great confusion to consumers' choices. “The standard for civilian masks has not yet been introduced. It is obviously unscientific and inappropriate to measure civil masks using industrial standards. Without standards, it is difficult to eliminate the market and safeguard the interests of consumers,” said Yang Wenfen.

Energy Industry Structure Adjustment: Business Opportunities for Smog Management

From the sudden explosion of masks, air purifiers, anti-tussive cough medicines to the outstanding performance of environmental protection stocks in hazy weather, this series of business opportunities induced by environmental factors is stirring the nerves of businesses, and the “smog economy” has become popular. Hard to ignore.

Since last year, large-scale haze has almost swept more than half of China. The frequent smog in the capital of Beijing has caused concern for the whole nation and even Tucao. Apart from Tucao, everyone wears a mask, buys an air purifier, or eats some anti-tussive drugs when it is uncomfortable. A haze triggered a hot sale, and the more frequent the haze, the greater market demand for the environmental protection industry. For such “smoggy and fast-moving consumer goods” businesses, whether the business opportunities will end with the haze dissipated or will be marked with a question mark.

Compared to the manufacture and sale of flood prevention products, another major change triggered by smog is happening. In the past two years, at the policy level, the state has successively promulgated supporting policies for the environmental protection industry and new energy industries, and adjustments to the structure of the energy industry have also been accelerated.

During the "two sessions," the issue of smog became a hot spot again. Fu Ying, a news spokesman for the Second Session of the 12th National People's Congress, said in response to a question raised by reporters on the haze. “We live under the same sky and can say that we share the same breath and fate. The problem of haze has now become The iconic problems in some cities in China, and the scope is still expanding."

In fact, the frequent occurrence of haze is prompting management to make determinations to improve the atmospheric environment, such as the Beijing-Tianjin-Hebei and “coal-controlling orders” in more provinces. In particular, the “cutting” of production capacity in Hebei Province is particularly evident.

Some of the more obvious changes have occurred in the new energy industry. As clean energy, wind power, photovoltaic and other industries have gradually come out of the trough since last year, and have also been given more "preferential treatment" by the policy and have been placed on higher New Year development goals. The State Grid also proposed the New Year’s key work target at the beginning of the year: to approve and start 10 ultra-high voltage lines with “6 turn and 4 straight”. According to the State Grid, this measure will help reduce the coal loss in the Middle East.

In my opinion, smog may not be the root cause of the accelerated development of the new energy industry. However, when both you and I under the same sky are deeply troubled by haze, an accelerated adjustment of the energy industry begins. Perhaps it is the biggest business opportunity for smog.

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