SANITARY PRODUCTS

C O N T E N T S

INDUSTRY TO OBSERVE

TECHNOLOGY RESEARCH

UNIQLO LAUNCHES WOMEN'S?TECH-ABSORBENT

?

According to Nikkei, the water-absorbing "AIRism Health Underwear" has a three-layer structure that absorbs about 30-40 milliliters of liquid and is based on a fabric that dries quickly and deodorizes.

In addition, the movement is not easy to offset, do not worry about side leakage.In this way, menstruation can no longer need sanitary napkins.

They are priced at 1,990 yen and come in four different colours.

?

Before this, the price of underwear with water absorption function was more than 5,000 yen, and its popularity was not as high in Japan as in the United States and Europe.

"We hope to reduce consumers' psychological barriers by lowering prices to the level of Uniqlo," said Yoshiko Torguchi, head of uniqlo's global merchandise division.In the future, Uniqlo plans to introduce products that can be used as early as elementary school.

//www.hygiene-industry.com? ?2) 2021

MOONS LAUNCHES

FEMININE HYGIENE PRODUCTS

When trialed by menstruators 18-40 years old, duets yielded a 100% intent to purchase among respondents due to the unique reliability of its two-product system.

"One in two menstruators still face leaks during their period and, for many, the experience is awkward, lonely, and frustrating," says Moons CEO and cofounder Rachel Donovan Geller. "Our direct-to-consumer model lets us speak directly to folks in an honest way and provide products that are proven to work. duets is a solution people can feel truly confident with."

Following the launch of duets, Moons will roll out additional products designed to support menstruators from adolescence to menopause. Geller and her cofounder, Melanie Pitson, launched Moons in Spring 2021 to make the experience of everyone's moon a better one through high-performing innovations and thoughtful education.

"By naming our company Moons, we're introducing a new way to talk about cycles, bodies and experiences," says Pitson. "From our package design, which illustrates each phase of our monthly cycles, to tools that support dialogue around menstruation, to our online community, we're normalizing conversations about bodies so everyone can speak confidently and comfortably about the power and beauty of this natural experience."

//www.hygiene-industry.com? ?2) 2021

NEW ARRIVAL

NEW ARRIVAL

KIMBERLY-CLARK LAUNCHES ITS

NEW MILD INCONTINENCE BRAND "BEZ"

Kimberly-clark China, a global leader in healthcare, recently welcomed a new member of its brand family -- Bezi, a new brand dedicated to women's mild incontinence care. Based on the demand of Chinese consumers, Bezi launched the product mix for different urine leakage degrees and scenarios. The product packaging was designed for Chinese women, bringing comfortable and elegant intimate feelings. At the same time, this release also hopes to encourage women with mild urinary incontinence to actively face and alleviate this problem, and correctly choose the right water-absorbing care products.??

Urine leakage in adult women is a very common physiological phenomenon, age, pregnancy, childbirth, pelvic surgery, etc., may lead to pelvic floor muscle relaxation, resulting in urine leakage. According to the survey, in Chinese adult women, about 1 in 3 have leakage of urine trouble, it can be said that leakage of urine is actually like rhinitis, is a common phenomenon that most women may face. People with severe urinary incontinence are advised to seek professional advice, while for people with mild urinary incontinence, healthy living habits, maintaining a healthy weight, and persisting in pelvic floor muscle exercise can improve the occurrence of urinary leakage to a certain extent.??

//www.hygiene-industry.com? ?2) 2021

At the same time, the correct choice of appropriate bibulous care product is equally important. It is known that most people with mild incontinence use sanitary pads or do not take any measures, but using the wrong product can lead to side leakage, heat and humidity, odor generation, and is very likely to cause embarrassment when coughing, sneezing and laughing. With the use of appropriate water absorption care products can not only keep dry at all times, but also let you enjoy the "small beautiful" around you. The new Bezi women's water absorption towel and women's water absorption pants, 20 times more dry than sanitary napkin, can help women maintain elegant posture at any time, guarding the good time.

Based on consumer demand, Bezi launched the product portfolio for different urine leakage degrees and scenarios, including recessive lightweight type, ultra-thin lightweight type, extended medium weight type water absorbent towel, and water absorbent pants with a large amount of underwear. The surface layer material of Beizi women's water absorbent towel is light and breathable, absorbing capacity of one piece and three pieces of sanitary napkin, instant dry; The addition of tea tree extract can effectively eliminate odor; The girth and wing designed for Chinese women can better fix the displacement and side leakage, comfortable and reassuring. On the basis of the same surface material, Bezi women's absorbent pants have a large suction capacity, and the instantaneous core body is drier; In addition, absorbent pants are designed to fit the human body, without traces of wearing, and add leakage protection to prevent side leakage, bringing more intimate product options for a large number of people.

Kimberly-clark is the founder and leader of the global incontinence care industry for nearly 40 years. Bezi, founded in 1992, is a global leader in women's incontinence care. Bezi has a wealth of product lines and resources in the world. The product portfolio launched in China is specially customized for Asian women, which can continue to be updated and further lead the market in the future, so as to better meet the needs of Chinese women.??

//www.hygiene-industry.com? ?2) 2021

NEW ARRIVAL

NEW ARRIVAL

KAO DEVELOPED MOBILE GAIT CHANGE CAPTURE

TECHNOLOGY TO HELP THE DEVELOPMENT OF BABY DIAPERS

Kao has been committed to carrying out research on walking movements of people of all ages, such as infants and the elderly, from multiple perspectives.In recent years, "motion capture technology" is actively used to analyze children's walking movements, and strive to develop a more detailed analysis of the new technology of walking movements.Recently, The Sanitary products Research Institute and Personal Care Research Institute of Kao Corporation of Japan announced that kao has developed a new "MGCC technology."Through the application of this technology, 2d videos taken with smart phones and other devices can be converted into 3D walking movement data and analyzed in detail.

//www.hygiene-industry.com? ?2) 2021

TRADE NEWS

//www.hygiene-industry.com? ?2) 2021

Currently, "motion capture technology", which is often used in motion analysis research, has the advantages of high accuracy and accurate analysis of 3D walking movements.But on the other hand, the application of "motion capture technology" is subject to site and time constraints due to the need to install multiple infrared cameras and other equipment in advance.In addition, it is necessary to attach more than one reflection mark to the test object for measurement, which requires high measuring skill and time for the whole measurement process.

Under such a background, Kao began to develop a more convenient and effective method for analyzing walking movements. Thus, it successfully developed a new "MGCC technology" (mobile gait change capture technology), which can analyze 3d walking movements in detail only by shooting 2d videos with smart phones.This technology can carry out machine learning on two-dimensional video shot by ordinary digital camera (RGB camera) commonly used in common smart phones, and calculate and parse the three-dimensional movement of human bone points.

Kao used "motion capture technology" to measure the walking of 99 children aged 13 to 37 months, and filmed the walking process of children with ordinary digital cameras.Then, multiple walking parameters highly correlated with children's age were extracted from 3d data obtained by "motion capture technology" for multiple regression analysis, and the children's age was calculated.

At the same time, Kao uses "MGCC technology" to analyze 3d data converted from 2D videos shot by ordinary digital cameras, and uses the same multiple walking parameters to analyze and calculate the age of children.

Finally, Kao compared the children's age calculated by the above two methods, and verified the effectiveness of quantitatively estimating the development degree of children's walking ability by shooting two-dimensional walking videos.

The verification results show that the age calculated by using "mGCC technology" is highly correlated with that calculated by "motion capture technology" with high accuracy.This proves that MGCC and moTION-capture are almost as accurate at estimating age.By using "MGCC technology", children's walking development can be calculated quantitatively by directly shooting two-dimensional walking videos, which is effective and more convenient.

Through the use of the newly developed "MGCC technology", children's daily walking video can be easily and effectively monitored by using smart phones and other devices without the installation of professional measuring devices.In the future, Kao plans to further apply this technology to the research field of children's development, hoping to provide strong support for the product development of infant diapers and the development of child-rearing related services.

TRADE NEWS

BAIYA SHARES ISSUED?

FORECASTS?FOR THE FIRST HALF OF 2021

//www.hygiene-industry.com? ?2) 2021

On July 13, Chongqing Baia Shares (hereinafter referred to as "Baia Shares") released the 2021 half-year performance forecast, the financial department's preliminary estimate, is expected to achieve a net profit of 126 million yuan to 138 million yuan from January to June, year-on-year growth of 41.27% to 54.72%, earnings per share 0.29 yuan to 0.32 yuan.In the first half of 2020, the company made a profit of 89.191,600 yuan.

In this regard, Baiya shares said that the company adhere to the established development strategy, focus on the main business, fine cultivation of core advantages, actively explore e-commerce and other emerging channels, orderly nationwide expansion.During the reporting period, the sales volume and sales volume of middle and high-end freemore sanitary napkin products maintained rapid growth, and the profitability was further enhanced.

INVESTMENT MARKET

//www.hygiene-industry.com? ?2) 2021

In addition to the e-commerce channels, Baiya Also continues to make efforts in KA channels outside sichuan, Chongqing, Shaanxi and Cloud markets.Baiya shares of "freemore" "Ni Shuang" and other brands in the recent market share continues to climb, industry sources said that Baiya shares of brands in Chongqing accounted for the first, Sichuan rose to the second quarter this year, Shaanxi and Yunnan are third.

It is understood that the company has been in The Two Lakes, Guangxi, Hebei, Henan, Anhui and other KA channels have been laid out, constantly improve the penetration of the company's brand in other places, the company and Yonghui supermarket close cooperation, the number of cooperative stores in 2019 up to 981.

Public data show that from 2014 to 2019, the market size of absorptive sanitary products in China increased from 67.07 billion yuan to 116.53 billion yuan, with a compound annual growth rate of 11.7%.Sanitary napkins are the largest market segment for female sanitary products, with a market size of 57.2 billion yuan in 2019 and a CAGR of 10.43% in the past five years.

Industry securities analysts believe that the sanitary napkin has entered the mature stage, high-end and differentiation lead the industry growth, and the industry penetration rate has reached saturation. However, there is still a huge space to boost the market share of Baia's products in east China, North China and East China. With the expansion of channels, non-Sichuan and Chongqing markets are expected to achieve breakthrough growth.

Besides sanitary towel products, Baiya also owns baby diapers "howdge" and adult incontinence diapers "darling".In terms of baby diapers, if the country introduces policies to encourage birth, it will promote the development of baby diapers industry and positively promote the business of the company.In the field of adult incontinence products, insiders say that this field started late in China. In the early stage of the industry, it is still mainly oriented by price competition, generally low-end, and low gross margin. At present, mild incontinence market has the most broad market space, and it is expected that the market size will continue to rise with the aging of the population.

INVESTMENT MARKET

//www.hygiene-industry.com? ?2) 2021

ISSUED?THE FIRST HALF OF?

INVESTMENT MARKET

According to the report, hengan sanitary napkin business revenue of 3.03 billion yuan, accounting for about 30.4% of the group's revenue;Tissue business revenue of 4.697 billion yuan, accounting for about 47.1% of the group's revenue;Diaper business revenue of 620 million yuan, accounting for about 6.2% of the group's revenue;The income of household goods business is about 153 million yuan, accounting for about 1.5% of the group's income.International business development revenue was about 883 million yuan, accounting for about 8.9% of the group's revenue;E-commerce and new retail channels exceeded RMB2.02 billion, accounting for about 20.1% of the group's revenue.

In the first half of 2021, the Group actively developed e-commerce business, and other new sales channels (O2O platform, community group buying, etc.) also made good progress, and the sales proportion gradually increased.At the same time, in order to meet consumers' demand for product quality improvement, the Group is committed to developing high-end products and optimizing its product portfolio.Launched in 2020, high-end sanitary napkin series "Space7", high-end paper towel series "Cloud Sense Soft Skin" and high-end diaper series "Q?MO" have all been favored by the market, and sales have continued to grow.

//www.hygiene-industry.com? ?2) 2021

INVESTMENT MARKET

July 26, Haoyue care (605009) released results, the company is expected to 2021 January-June attributable shareholders of the net profit of 190 million to 210 million, year-on-year change -49.42% to -44.09%.After deducting non-recurring gains and losses, the company expects to realize net profit attributable to shareholders of listed companies of 170 million to 190 million yuan in the first half of 2021, compared with the same period last year, is expected to decrease 17,625.80 to 19,625.80 million yuan, a year-on-year decrease of 48.12% to 53.58%.

The Company makes the above forecast mainly for the following reasons:

1. Due to the impact of the COVID-19 in the same period of last year, the company actively supported the government and enterprises to resume work and production, and switched to production of masks and other epidemic prevention materials, resulting in a substantial increase in performance in the same period of last year.

During the COVID-19, the production of epidemic prevention materials has not been included in the main business development framework in the future, and corresponding resources have not been invested to establish sales channels. With the effective control of the COVID-19 in China, the company will focus its resources on the absorptive sanitary products industry in the future.

2.Affected by the COVID-19, global cargo export transportation capacity is tight, leading to a sharp increase in freight, which has an impact on the company's overseas sales and net profit.

HAOYUE CARE DISCLOSED

//www.hygiene-industry.com? ?2) 2021

INVESTMENT MARKET

On August 27, 2021, Daddy Baby released the 2021 semi-annual report. As of June 30, 2021, the company achieved operating revenue of 205 million yuan, a year-on-year decrease of 60.01%.The main reason is that the business of masks declined significantly in 2021. In 2020, when the epidemic broke out at home and abroad, Daddy Baby put masks into emergency production. This year, the epidemic was basically stable, and the market demand for masks dropped significantly.Gross margin of 41.53%, down 4.58 percentage points from the same period last year.Net profit attributable to shareholders of listed companies was RMB 14,649,400 yuan, a year-on-year decrease of 81.47%, mainly due to the significant decrease in profit related to masks in this year.

Daddy Baby is mainly engaged in the research and development, production and sales of disposable sanitary products such as diapers, mainly including baby diapers and adult diapers. Its own brand "Daddy Baby" has been recognized by consumers in South Korea, Pakistan, Nigeria and other overseas countries in addition to domestic sales.As of June 30, 2021, the total assets of the company at the end of the report period were 516.5346 million yuan, down 6.44% compared with the end of the same period last year;Net assets attributable to shareholders of listed companies were 246.2035 million yuan, an increase of 6.35% compared with the end of the same period last year.

According to the financial report, The income of Dandaibao diapers in the first half of the year was 170 million yuan, and the income of masks was 16.3935 million yuan. The category income returned to the pre-epidemic state, and the income of diapers accounted for a higher proportion than other categories.

In the first half of the year, daddy Baby's domestic revenue was 187.1783 million yuan, and its overseas revenue was 162,100 yuan, which is still the main part of the company's revenue.In the first half of 2021, the repeated epidemic situation affected the growth of China's import and export business, and also caused a setback to THE OEM export sales business of Daddy Baby.

In the long term, THE OEM business contributes a lot to Daddy baby's overall revenue, but the company still needs to develop its own brands to maintain its dominant position in the market.Lin Bin, chairman of Daddy Baby, once said that it is difficult for the company to win in the red Sea competition of diapers only by relying on OEM business. In the future, Daddy Baby will consider how to make its own brands more stable and solid, and lay out omni-channel operation.

DADDY BABY RELEASES ITS 2021 SEMI-ANNUAL REPORT

//www.hygiene-industry.com? ?2) 2021

INVESTMENT MARKET

On August 21, coco Shares released 2021 semi-annual report through Juchao information network, the report shows that the company achieved revenue of 630 million yuan in the first half of the year, down 21.14% year on year;Net profit attributable to 67.3625 million yuan, down 48.71% year-on-year.Previously the market forecast, the company's revenue is expected to reach 1.922 billion yuan - 1.96 billion yuan this year, net profit of 176 million yuan - 262 million yuan, according to the past quarterly distribution ratio calculation, the company's performance did not meet expectations.

The company is mainly engaged in the design, development, production and sales of disposable hygiene products, including adult incontinence products, baby care products and pet hygiene products.The company adopts the development mode of "independent brand +ODM".In the field of independent brands, the company's main adult incontinence articles, including adult diapers, adult lala pants, adult diaper, nursing pad, towels, maternal menstrual trousers, absorbent pads and other products, with "coco", "xishoubao" , "Ann nurse" and other brands, products cover high, medium and low various market positioning, in the same market competition in a leading position, the valspar stable growth.

The main reason for the decline in revenue

coco Care said in its report that the decline in operating income during the reporting period was mainly caused by a significant decrease in sales of epidemic prevention products.In the first half of 2021, the weakening of the impact of the epidemic caused the sales of epidemic prevention products such as masks and wipes to decrease greatly, and the adverse factors such as bulk price rise, freight rise and exchange rate rise also had a certain impact on the company's performance.In addition, the company's r&d investment during the period was 23,633,800 yuan, down 16.41% year-on-year.?

2021 SEMI-ANNUAL REPORT

2021 SEMI-ANNUAL REPORT

IMPORTS AND EXPORTS?OF?SANITARY?

PRODUCTS?AND?HOUSEHOLD PAPER IN?

In the first half of 2021, household paper imports and imports increased, but the total is still small, only about 22,000 tons, among the imported products, base paper accounted for 83.2% of the total imports.?

In the first half of 2021, both the export volume and the export volume of household paper decreased significantly, with the export volume of about 316,300 tons, 31.43% lower than that of the first half of 2020 (about 461,300 tons), and about 10.6% lower than that of the first half of 2019 (about 353,800 tons).The export products are still mainly finished products, accounting for 79.57% of the total export volume.After a significant increase in household paper exports in the first half of 2020, household paper exports declined in the first half of 2021, and all categories of products fell to slightly lower levels than in the first half of 2019.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

01

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

02

Imports in the first half of 2021, absorbent hygiene products imports of 55300 t, a fall of 30.22% from the same period in 2020, which have accounted for the larger baby diapers and sanitary napkin products imports have declined obviously, baby diapers products imports about 45600 t, fell by 34.56%, sanitary napkin/sanitary pads and hemostatic plug products imports 5400.879 t, fell by 9.79%.The import trade of absorptive sanitary products continued the trend of lower import volume in the first half of 2020.

?Exports In the first half of 2021, the export volume of absorbent sanitary products increased by 18.56% to about 482,700 tons.The average export price increased by 4.28%, and the export of all kinds of products showed an increasing trend. The largest increase was infant diapers, which was about 172,500 tons, with an increase of 27.89%.?

03

In the first half of 2021, the import of wet wipes decreased by 45.05% compared with the same period in 2020, and the total import volume was only 2591.493t.?

Compared with the first half of 2020, the export volume of wet wipes increased by 8.72%, the average price of exported products decreased by 6.79%, and the overall export of wet wipes maintained a steady growth.

After a significant increase in household paper exports in the first half of 2020, the export business of household paper fell back in the first half of 2021, with the total export volume slightly lower than the same period in 2019.

The export business of absorptive sanitary products increased obviously, and the export of wet wipes maintained a steady growth trend.

Although the import business of living paper has rise, but its total amount is very small, have lesser influence to the market.In addition

The import volume of absorptive sanitary products decreased and the average price of products increased.

FORECAST?ANALYSIS OF CHINA WIPES INDUSTRY IN 2021

In recent years, China's wipes industry has maintained a good development trend, and the market growth rate is significantly higher than that of the global wipes market.The market size of Chinese wipes increased from 5.355 billion yuan in 2015 to 8.78 billion yuan in 2019, with a compound growth rate of 13.16% from 2015 to 2019.It is predicted that the market size of Chinese wipes will reach 10.56 billion yuan in 2021.

China implemented the universal two-child policy in January 2016, providing support for new births.Statistics show that the number of births increased significantly in 2016 and 2017, with more than 18 million and 17 million respectively.The number of births has fallen since 2018.Preliminary statistics show that 12 million people were born in China in 2020.China accounted for the largest proportion of baby wipes market in 2019, with a compound annual growth rate of 14.66% from 2014 to 2019.

The global wipes consumer market presents significant regional and differentiated development opportunities.As developed regions, North America and Europe are the main markets of global wipes consumption, accounting for 37.55% and 26.66% of global wipes consumption distribution in 2019, respectively. It is expected that this pattern will not fundamentally change in the near future.Latin America, Middle East, Africa, Asia-pacific and other regions have grown faster than Europe and the United States in the past few years. It is expected that they will maintain a good growth trend in the short term and gradually increase their market share.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

ADULT INCONTINENCE PRODUCTS,?

WILL AGING CHINESE BE HOT PROPERTY FOR CAPITAL?

From the demographic dividend at the beginning of reform and opening up to the aging trend in the new era, the pension market is increasingly attracting the attention of capital.Incontinence care products have become a promising track in the market. Capital has already targeted the elderly market, and giants have entered incontinence care products. Will a large amount of capital investment bring better elderly care services?

At the beginning of 2020, the epidemic was caught off guard and wuhan was in short supply of protective clothing. However, for safety, it is necessary to put on and take off another suit.In order to save on the use of protective clothing, medical staff have had to reduce the frequency of toilet visits, and adult diapers have been a big help.

As the infant diaper market is gradually becoming saturated, Chinese industry giants are all turning their attention to incontinence care products.In 2015, the number of domestic brands producing such products was less than 50, but five years later, the number has increased tenfold to more than 400.

According to statistics, from 2016 to 2020, the market size of Adult incontinence products in China increased from 4.88 billion yuan to 10.47 billion yuan, with a compound annual growth rate of 21.01%.Adult diapers have become a very promising track in the industry.Why does capital care so much about it?

First of all, diapers are disposable products with a short life cycle.From the baby is born to go to the toilet independently, time is up to 3 years, and adult to old age is a process of gradual aging, who also cannot say for certain specific fixed number of years, but can be sure, the average use fixed number of years is bound to far exceed 3 years.

Moreover, the market has not yet developed a head brand.It means that every enterprise will have the opportunity to come out on top.

In addition, adult diapers have not developed a more advantageous substitute in a short period of time.

Therefore, no matter the width, breadth or depth of the market, there is too much room for capital to operate.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

01 High frequency, rigid demand, low penetration of the broad market

Many companies that produce baby diapers are turning their attention to adult diapers, driving a compound growth rate of more than 20% in the adult incontinence care market over the past five years.

Behind the rapid growth of the whole market is the huge potential and space of the adult incontinence care market.In today's consumer market, it is hard to find another category as high frequency, high demand, high dependency and low penetration as adult incontinence care products.

According to data released by GIR (Global Info Research), the penetration rate of adult incontinence care products in China was only about 5% in 2019, far lower than the level of more than 60% in developed countries and lower than the world average of 12%.

In fact, in Europe, where the adult incontinence care market is relatively mature, lesbian pants for people with mild incontinence and diapers for people with moderate to severe incontinence are the main products in the adult incontinence care market.

In China, adult diapers currently account for 51% of the market, There is still huge room for growth.

There are 264 million people over 60 years old in China, and the number of people over 50 is estimated to be around 300 million, and the number will increase further in the future.More and more young and middle-aged people accept and use adult diapers. Most of them wear diapers temporarily due to work needs, diseases, childbirth and other reasons.Conservative estimates put the potential market for adult incontinence care at 100 million or more.

Baby diapers generally start from birth to about 2 years old, while adult incontinence care products mostly start from the moment they are used and continue until the end of life, and the cycle is often years or even decades long.

Judging the width and narrowness of a track depends largely on the crowd and the time period of the track.On both counts, adult incontinence care products have more room for growth than baby diapers.

From the development stage of the whole market, there are also many opportunities: first, the market pattern is not fixed, has not run out of the top brand to occupy the consumer's mind;Second, China's complex and vast market gives adult incontinence care brands plenty of room to develop.

The pattern of infant diaper market has been basically determined, with the majority of market shares occupied by big brands, and consumers almost only recognize well-known brands when buying, while the adult incontinence care market is still in the early stage of categories without brands.

For any brand that has entered the market or is ready to enter the market, the relatively scattered market pattern means that each brand has more opportunities to occupy the minds of consumers and become the head brand.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

While the adult incontinence care market is facing many pain points, it needs to be clear that the adult incontinence care market has reached a key point of transition, and the concept of both consumers and enterprises is changing.

Some consumers begin to pursue higher quality products, so they would rather spend higher prices, regardless of whether they can afford to use low quality products, the future brand, product upgrade is inevitable;

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

From the perspective of enterprises, more and more giants enter this market and will further promote the product quality improvement and category education upgrading of the whole market by virtue of the capital and resource advantages of supply chain, marketing and channels.

When the state steps in and fundamentally reduces the burden on consumers of using adult incontinence care products, market penetration is bound to accelerate.At this time, for the enterprise, the key to the future is the brand.

Driven by product power and supported by category education, brand power will become the core competition barrier for adult incontinence care enterprises.

Improving product quality is the first priority, and to really make high-quality products, the technical threshold is very high.

Most of these patents focus on functional materials, such as improved surface permeability, anti-diaper rash, anti-bacteria, improved flow conductivity and so on.

The technical content of adult incontinence care products is not reflected in the cutting-edge advanced fields, but more is the ultimate insight into user needs and experience, and how to meet user needs and improve user experience through technology.

How to ensure absorption at the same time can not leak, to taste, breathable, even skin care and so on, these are testing the enterprise's research and development ability and the degree of attention to the user.

?? In short, both market development and brand building are a multi-dimensional process.

OEM IS KING!

CHINA DIAPER OEM INDUSTRY CHAIN

In recent years, driven by the booming demand of the industry, as well as the channel transformation catalyzed by e-commerce, the rapid development of new brands.Emerging brands, represented by Babycare, are rapidly increasing their volume and generating demand for OEM.With the rapid development of China's diaper industry, chinese diaper manufacturers continue to emerge, including Haoyue Care, Baiya Stock, coco Care and other diaper factories have been successfully listed.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

(I) The product price belt shows a significant trend of differentiation, high-end brands prefer OEM, cost-effective brands tend to integrate

The single price of domestic cost-effective brands is less than half of foreign brands or domestic high-end brands, showing obvious price stratification.In the top 10 brands in addition to the ratio of chinese brands bobdog and yiying, appropriate infant and Japan all have OEM cooperation with hao yue, visible now hao yue's main customers are mainly concentrated in the high-end brand, the average price in 150 yuan of above, converted to the price of each piece of about 3-5 yuan, coco customer is given priority to with overseas customers.

The core customers of the two listed OEM enterprises are mainly middle and high-end customers, and the terminal price of core customers is more than 3 yuan per piece.At present, the customers of the two OEM enterprises are mainly middle and high-end customers. Considering that the factory price of the baby diapers of the two companies is only 0.78/0.66 yuan per piece, the markup rate is expected to be more than 3 times. The bigger the gross profit of downstream customers, the higher the demand for OEM, and the greater the space for the OEM to raise prices in the later stage.

According to the national data, the average terminal price is less than 2 yuan, and the gross profit of brands is expected to be 60%, and the gross profit of high-end products is expected to be more than 80%. The bigger the gross profit of brands, the more they can focus on brand marketing and channel management.

? 01 Focus on OEM:?

What is the core value of diaper OEM enterprises? ?

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

According to the national data, the average terminal price is less than 2 yuan, and the gross profit of brands is expected to be 60%, and the gross profit of high-end products is expected to be more than 80%. The bigger the gross profit of brands, the more they can focus on brand marketing and channel management.

(II) High safety requirements, accelerated iteration of high-end products, and improved r&d and quality control capabilities of OEM enterprises

The core of OEM is to reduce production cost, reduce risk and stabilize supply chain.Major diaper brands adopt OEM/ODM to cooperate with domestic manufacturers, thus promoting the rise of large diaper OEM enterprises such as Haoyue Care and coco Care.Safety and quality is the most basic demand of consumers for maternal and child products, and safety and quality is the first factor.The sanlu Milk powder incident is not over yet. Every year, there are still reports of safety accidents of maternal and infant products, and the stability and control of supply chain is also the main basis for brand manufacturers to choose OEM enterprises.Large OEM enterprises serve the world's most picky customers, in the service process to establish a perfect quality control system.

In terms of product research and development, the core is the core of diapers, which has developed to the fourth generation of multi-layer composite core, and will develop in a more diversified direction in the future.

The core is the core of the diaper, which requires rapid absorption of urine, rapid diffusion to the whole core, and lock in water.In 1960, P&G first adopted the non-woven fabric + fluffy pulp structure. In 1980, moony added SAP on the basis of non-woven fabric + fluffy pulp, which basically formed the embryonic form of today's core body. After that, the core body mainly carried out continuous micro innovation on this basis. At present, most domestic brands mainly use the third generation core body.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

Moat technology: although the dimension in a short period, r&d input is not a significant difference, the product technology of iterative slower, but from the dimension of long period, because the diapers item life cycle is long, once the developed product, its profit will bring long-term, expand more on budget on research and development, the moat will be more solid.

In addition to core technology innovation, the segmentation of future application scenarios and the use of new materials are expected to increase the diversification and high-end of products, and there is room for further development of the long tail high-end demand.

Unifina focuses on product micro-innovation and user pain point mining, and constantly excavates explosive products under low R&D investment.The r&d expense ratio has been stable at 1% for a long time, but it can still create popular products constantly. The core lies in discovering the pain points of customers.

(3) The production attribute tends to be multi-category and small-batch. Under the decentralized pattern, the self-built capacity of brand manufacturers has low cost performance.

Diaper products have high standardization degree, low labor cost and manufacturing cost, and high production automation level.For nappy OEM enterprises, the production automation level is higher than other OEM enterprises, and the scale advantage is significant, and the product standardization degree is strong, so the production end is easy to form a certain scale advantage.

However, the concentration degree of brand end, especially online, is low. According to the data of Ali Platform, the average annual sales of single online brands in the past year is about 9.3 million yuan, and the average annual sales of single product is only 30,000 yuan.

Haoyue adopts Japan zuiko production line, the annual production capacity of per unit line is about 78.92 million pieces, corresponding output value is about 61.42 million yuan, the terminal price is expected to exceed 150 million yuan, if you want to achieve high quality and efficient production of brand sales scale requirements are higher.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

? 02 Discussion on development direction and growth path of OEM enterprises??

Due to the different development history and characteristics of various industries, the trend of OEM industry is not the same.

(I) Path 1: Fast volume expansion by binding high-growth core domestic large customers, continuous investment in R&D and production, and expansion of the share of the production end

At present, Hao Yue is closer to this path, benefiting from the wave of localization, binding domestic large customers in the short term and fast volume.The contribution of OEM income of Haoyue is over 90%, while the contribution of private brands to the increment is low. However, under the wave of domestic substitution, the rapid increase of domestic brands will rapidly increase the scale of manufacturing enterprises.

Focus on production, although the gross margin is relatively low, but from the perspective of net margin and ROIC is not low.Although in terms of gross margin, the gross margin of Baby diapers of Haoyue Care is 33%, lower than that of Hengan International (39.6%), and the gross margin of female hygiene products in 2019 is 36%, hengan International can reach 70%.But look from the net profit margin and ROIC is not low, haoyue post-marketing ROIC can still reach 33%, and higher margins aspect is still at the industry level, in 2020 because of the influence of the existence mask business comparability is weak, but even from before the outbreak, due to the rapid expansion of OEM business, the scale effect of rapid ascension ascension brings profit margins, net profit margin after hengan international in 2019.

All the equipment of Haoyue adopts Japan zuiko, unit capacity investment is slightly higher than that of comparable companies, to create a high-quality manufacturer image.In order to obtain better processing performance, production stability, yield, the company all baby diapers production equipment from Japan the zuiko procurement, lead to the unit capacity into higher than comparable companies, but due to the personal characteristics of absorbent hygiene supplies, taller to the requirement of production safety, as producers use high quality equipment is easier to get the trust of the brands.The head of enterprises listed in succession, and IPO to raise production can be given priority to, haoYue range is the largest.Even in the case of substantial expansion of Production by Haoyue, there is still insufficient capacity in 2019 and some outsourcing production is required, which shows that the bottleneck of production capacity restricts the company and the rationality of continuous expansion is strong. The expansion quantity of Haoyue/coco/Baiya is 1.8 billion pieces / 1.166 billion pieces / 180 million pieces respectively.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

The company has certain technical advantages and barriers in the development of absorption core, the core component of diapers. The company is also constantly improving and developing new functions.Company on r&d rate is slightly lower than the shares, and the industrial chain of cooperative r&d will deepen the irreplaceability, manufacturers like ShenZhou barriers on fabric research and development with the international shoes clothes leading depth binding, through r&d spending on core raw materials for a long time, the company is expected to build a belongs to own technical barriers.

High investment in production and R&D builds capital barriers and continuously expands the share of the production end.At present, the downstream brand market is relatively dispersed, but the brand enterprises can still get good returns by adopting the asset-light mode and focusing on the high-profit links such as brand marketing and channel layout. The OEM has the advantages of scale and customer resources to disperse their investment risks and achieve a win-win situation.At present, high intensity investment will build significant capital barriers and scale barriers.

(2) Path 2: Strengthen channel construction capacity, and realize the transformation from OEM to brand creation through OEM

1. The value chain is relatively small and short, with low integration difficulty;

2, product technology is relatively stable, product life cycle is long;

3. Customers are scattered, and the increasing proportion of e-commerce channels leads to the emergence of new brands, which are easily accessible to customers;

4. Most manufacturers operate their own brands and have certain sales expenses.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

Such industry characteristics, although reduced the ceiling of pure manufacturers, but also gave a wider transformation from manufacturers to brands, to achieve manufacturing + brand dual-wheel drive path.It can be seen that compared with other OEM enterprises, diaper OEM enterprises have higher raw material costs, lower labor and manufacturing costs, higher automation level of the industry, and significantly higher sales costs. Diaper OEM enterprises generally invest a certain amount of money in the construction of independent brands.Heng 'an International introduced sanitary napkins to China in 1982 and developed the integrated development of manufacturing + brand + channel, with the gross profit rate of sanitary napkins stable at 70%.

In a downstream industry concentration ascending, binding will surely reap bibcock of growth in dividends, and with independent brands will undoubtedly increase with the game of brands, the risk of facing to suspend the cooperation, but for the diapers foundry industry, because the industry pattern of undetermined, concentration did not significantly increased trend, single customer contribution is low, manufacturers have more options, at this stage the customer low concentration of enterprises will have a larger margin of safety, will also have more bargaining power and profit space.

At present, OEM business accounts for more than 50% of the coco, OEM business steady development to provide stable cash flow, long-term coco focus on adult incontinence subdivision track, to create its own brand, is expected to take the lead in the subdivision of the integrated layout, from OEM to brand.

From manufacturer to retailer to enterprise marketing and brand operation ability will be a great challenge to the current brands depend on the online channel, and although on-line channel threshold is low, cost of delivery and operational risks are small, but now look at 64% from industry sales data for offline sales channels, and coco structure form upside down, companies have established a certain brand image through online channels and word of mouth, multi-channel operation capacity will become a generation of labor enterprise future towards integration of core competencies.

For manufacturers, the core is to open channels and build brands, and overtaking cars through curves through online channels is the core of the company's rapid growth.

The engaged revenue of the company's self-operated e-stores is about 52%, mainly the official self-operated flagship stores on Tmall, JINGdong and Pinduo platforms. The three stores together account for 88% of the sales revenue of the company's self-operated e-commerce platforms.

At present, the penetration rate of e-commerce in adult incontinence products is increasing rapidly, especially under the epidemic situation, which accelerates the process, which is beneficial to coco brands with large online revenue. Some brands' share has declined under the impact of e-commerce, and the company has achieved the first share in the national market share for the first time.

The Information Office of The People's Republic of China held a press conference Thursday to introduce the main results of the seventh National census.

Data show that China's population totaled 1,411.78 million, an increase of 72.06 million, or 5.38%, compared with the data of the sixth China census in 2010. The annual average growth rate was 0.53%, 0.04 percentage points lower than the annual average growth rate of 0.57% from 2000 to 2010.

It is worth noting that the number of births in China in 2020 was 12 million, and the birth rate was 8.50 per thousand, a decrease of 2.65 million, or 18%, from 14.65 million in 2019. This is the fourth consecutive decline and the lowest birth rate since 1952, when the data began to be compiled.

CHINA'S BIRTH RATE WILL HIT A RECORD?

LOW IN 2020,OPPORTUNITIES AND CHALLENGES?

COEXIST IN THE HYGIENE PRODUCTS INDUSTRY

CHINA'S BIRTH RATE WILL HIT A RECORD?

LOW IN 2020,OPPORTUNITIES AND CHALLENGES?

COEXIST IN THE HYGIENE PRODUCTS INDUSTRY

Since the implementation of the universal two-child policy in October 2015, the number of births in China has declined for four consecutive years since hitting a small peak in 2016.Between 2016 and 2020, The number of births in China was 17.86 million, 17.23 million, 15.23 million, 14.65 million and 12 million, respectively.

Data show that the total fertility rate of Women of childbearing age in China in 2020 was 1.3, already at a low level.Ning Jizhe, deputy head of the seventh China Census under The State Council and head of the National Bureau of Statistics, said the decline is mainly due to the continued decrease in the number of women of childbearing age and the "two-child" effect.The COVID-19 pandemic has further reduced the willingness of residents to have children by increasing life uncertainty and the fear of hospital births.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

In addition, the low fertility level is also a result of economic and social development, which has become a common problem in developed countries and will become a real problem in China.

According to a research paper by Zhongtai Securities, in the next 5-10 years, the "baby boomers" born in the 1960s will enter the "retirement wave" and the "baby boomers" born in the 1980s will lose their "prime childbearing age". China's "demographic transition" may enter the stage of aging and having fewer children simultaneously.

In 2020, the number of children aged 0-14 in China increased by 30.92 million from 2010, an increase of 1.35 percentage points.In addition, 12 million people were born in 2020.China's total fertility rate for women of childbearing age is already low at 1.3.

The total fertility rate, which refers to the average number of children born to a woman during her childbearing years, is an important indicator of the population born in a country or region.The international consensus is that if the total fertility rate is less than 2.1, the number of new births will not be enough to make up for the number of women giving birth and their partners.Some experts believe that China will fall into a "low fertility trap" if the number of children exceeds the aging level.

While the fertility rate has been at a low level, in the past 10 years, the scale of China's elderly population has expanded, and the aging process has accelerated significantly.

In terms of the total elderly population, China has 260 million people aged 60 and above, including 190 million people aged 65 and above.Compared with the previous decade, the proportion of people aged 60 and above and those aged 65 and above increased by 2.51 and 2.72 percentage points respectively.

With the deepening of the aging of the population, the working population also decreased.In total, China's working-age population between 16 and 59 fell by more than 40 million compared with 2010.

"In the next 50 to 60 years, China will maintain the largest elderly population in the world and step into the ranks of the world's oldest population.The labor pool represented by the working-age population is shrinking ahead of time, the sustainability of social security is becoming increasingly prominent, and negative population growth is superimposed with the trap of low fertility.""Said Yuan Xin, a professor at the Institute of Population and Development at nankai University's School of Economics and vice president of the Population Society of China.

Ning Jizhe, head of the National Bureau of Statistics, sees an aging population as both a challenge and an opportunity.Aging population will reduce the supply of labor force, increase the burden of family pension and pressure on the supply of basic public services, but also promote the development of the "silver economy", expand the consumption of products and services for the elderly, and promote technological progress.

In fact, in the normal transformation of society, the labor force on the market changes from more to less, in economic development is a normal phenomenon.How to further release China's consumption potential, promote the formation of a more powerful domestic market, and gradually form a new blue ocean of diapers is the more important issue that the industry should think about.

Significantly speed up the process of China's aging population, more than 65 years old and a population of 190 million people, disability half disability needs care old man more than 40 million people, and China's adult diapers when market penetration than in other countries, market penetration is still low, if calculated according to 12% of the world's market penetration, Chinese adult diapers when the size of the market almost billions.

Residents' consumption upgrade will drive diapers to further improve market penetration, adult incontinence supplies an ageing population will create huge demand market, diapers demand in China market is still in the next five years is expected to keep continue to grow, affected by the decline in fertility, diapers market growth is expected to slow, by 2024 is expected to grow to 63 billion yuan, annual compound growth of 5%.

As people's income rises, the overall consumption structure is upgraded, and the consumption of goods is also moving towards higher quality.China's economic level is improving step by step, and the urbanization rate is also continuously improving, which means that the quality of life of Chinese consumers is constantly improving, and consumers' requirements for diaper products are also naturally rising.

In the future, product quality is the key to win the market, quality is the king.In the face of the rapidly changing market, diaper industry practitioners should have the courage to "respond to all changes with quality" and focus on technological innovation, quality control and user experience, so that they can still win the support of the market after the "dividend" gradually fades.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

In recent years, with the emergence of consumption upgrading in China, the pursuit of "face washing" has changed from "cheap and practical" to "high-quality, safe and healthy". Face towels have gradually replaced towels, and the face washing revolution has transformed from towel era to disposable towel era.

Disposable face towels are disposable aseptic sanitary products that have emerged in recent years and are used for facial cleaning, beauty and makeup removal. They have the advantages of hygiene, asepsis, softness and convenience.

The material circle layer of face towel is very big. The material of face towel is mainly divided into two kinds, non-woven cloth and cotton. The raw materials used by them are different, so the use of feel is not the same.In addition, different materials are associated with different textures and use scenarios, which also means different price differences.

For example, the price of some face towels can be 7 cents a piece, and most of them vary between one or two cents per piece, and the price of some expensive single piece is between 0.5 yuan and 1 yuan.Once converted into a single pack or a crate, the price is lower, but far more expensive than towels, and it is a big hit in the market.

The rise of face towel, because it fits people want to protect their face needs, is the product of the progress of The Times.Compared with traditional towels, disposable face towels can effectively avoid the problem of poor softness caused by repeated washing, and will not be in a long-term wet state, resulting in the rapid breeding of bacteria and other microorganisms.

CHINA'S CONSUMPTION UPGRADE DRIVES THE?RAPID

Compared with ordinary paper towels, disposable face towels can be used both dry and wet. When wet, they are not easy to be damaged, and they can keep good integrity during use, and will not appear the phenomenon of shedding hair and residue.Compared with wet wipes, disposable face wipes are safe, healthy and convenient because they have no chemical ingredients and are not easily deformed.Therefore, as consumers' personal care concept continues to upgrade, disposable face towels have become an ideal substitute for traditional towels, paper towels and wipes in facial care.

In recent years, the demand for disposable face towels in China is booming.According to the in-depth Investigation and Analysis Report on market Supply and Demand Status and Industry Operating Indicators of the Disposable face towel Industry in 2021-2025 released by The New Siji Industry Research Center, the demand scale of China's disposable face towel industry increased to 12.360 billion yuan in 2020, with a year-on-year growth of 51.8%.

The rapid growth of the market and the great potential for the future have made many cross-category brands and enterprises enter the industry, such as many beauty brands, maternal and child brands, and paper brands have begun to layout this category.Statistics show that more than 1,000 brands have launched face wash products on alibaba's platform.In addition, the traditional sanitary paper brands have entered the bureau, including debao, xinxiangyin and other head brands, have begun to layout and launch cotton soft towel products.

The report also points out that with the rise of live streaming and community marketing, e-commerce platforms are becoming more and more important in marketing channels.For the disposable face towel industry, e-commerce has become its main sales channel.In 2020, e-commerce channels accounted for the highest proportion of disposable face wash sales, up to 49.5%;Followed by Supermarket, disposable face wash sales accounted for 25.4%;The sales of disposable face towels in cosmetics stores accounted for 8.2%, and the sales of disposable face towels in other fields accounted for 16.9%.

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

//www.hygiene-industry.com? ?2) 2021

INDUSTRY TO OBSERVE

Throughout the face towel market, It is dominated by Chinese brands, and the concentration is high, the TOP10 brands market accounted for 49.6%.By virtue of its high reputation and proportion in the market of maternal and infant cotton soft towels, purcotton extends its products to the field of facial towels, and strongly occupies the market, far away from the second ranked brands.In addition, south Korean niche brands DAMAH and AMORTALS grape are the only two international brands to enter the TOP10, both of which rapidly occupy the market through extensive social media planting grass.

The face towel on market is multifarious, quality is also good and bad intermingled.Among them, the quality of many products is worrying, such as fluorescent agent, bleach agent, material label, paper towel is too thin and water absorption is insufficient, especially at present there is no national standard to regulate, resulting in the quality and safety of face towel can not be well guaranteed and quality supervision.

In general, China's disposable face towel market still has great space for development. It is reported that from January to November 2020, the total sales volume of face towels on Alibaba platform is nearly 3.17 billion yuan, and the sales volume is more than 107.54 million pieces.In the future, the growth of consumption demand for disposable face towels will promote the rapid growth of disposable face towels industry, and the development prospect of disposable face towels industry is good.

//www.hygiene-industry.com? ?2) 2021

TECHNOLOGY RESEARCH

DEGRADABLE MATERIAL SPACE IS HUGE, MANY INDUSTRY GIANTS BEGAN TO LAYOUT

Owing to the serious "white pollution" for sustainable development, on January 19, 2020 the opinions on further strengthening plastic pollution treatment, has been clear about the "by the end of 2020, China will take the lead in some areas, some areas prohibited or restricted from part of the plastic products production, sale and use, by the end of 2022, disposable plastic products consumption significantly reduced, substitute products promoted."On July 10, 2020, the Notice on Solid Progress in the Treatment of Plastic Pollution was issued and other policies were introduced, which brought troubles to many "plastic" enterprises, but also ushered in historical opportunities for the development of degradable plastics.

In the field of sanitary products, the research and exploration of degradable materials has never stopped. In recent years, due to the promotion of the plastic ban policy, the technical barrier is not high, and the production process has been relatively mature, PBAT has rapidly become the core component of degradable materials.PBAT, which can achieve complete degradation, accounts for 24% of domestic biodegradable products, indicating a broad market in the future.

The full name of PBAT in Chinese is "poly adipic acid/butylene terephthalate", which is a "degraded plastic" derived from the polymerization of petrochemical monomer by chemical synthesis.

PBAT is also a biodegradable plastic, but from a different source.According to the source of biodegradable plastics, there are two types of biodegradable plastics: bio-based and petrochemical based.PBAT is a kind of petrochemical - based biodegradable plastic.

According to the biodegradation experimental results, PBAT biodegradable plastics can be biodegraded under composting conditions, and other conditions such as anaerobic digestion devices, as well as natural environment such as soil, sea water and other conditions.PBAT can be completely degraded in 5 months under normal climate conditions.

//www.hygiene-industry.com? ?2) 2021

If PBAT is in seawater and there are microorganisms adapted to high salt environment in seawater, it can be completely degraded in about 30-60 days at the temperature of 25℃±3℃.

However, the specific degradation situation and degradation time are related to the specific chemical structure, product formula and degradation environmental conditions, which should be considered in combination with the actual situation.

China's PBAT development: large demand, tight supply

China has a huge demand for degradable plastics. Currently, the annual consumption of degradable plastics in China is about 550,000 tons, and the market size is about 11 billion yuan. The replacement rate of non-degradable plastics is 1.2%, including 500,000 tons of packaging plastics, 40,000 tons of agricultural film plastics and 16,000 tons of other fields.It is estimated that by 2025, the demand for degradable plastics in China will reach 2.25 million tons, with a replacement rate of 4.9% for non-degradable plastics, of which 2.07 million tons for packaging plastics, 167,000 tons for agricultural film plastics and 16,000 tons for other fields.By 2030, the total demand will exceed 4 million tons and the market scale will reach 80 billion.

There are two very important forces in the planned PBAT projects in China, namely the enterprises with PTA and adipic acid production capacity in the central and eastern parts of China, and the enterprises with BDO production capacity in the western parts of China.For example, Huafeng Group is the largest adipic acid supplier in China and plans to build 300,000 tons of PBAT capacity.In the west, Xinjiang Marko, Lanshan Tunhe and Dongyuan Technology, themselves major BDO producers in China, are already building or expanding THEIR PBAT capacity.At present, PTA of raw materials is still in the state of excess, AA, BDO with the PBAT market changes show a relatively short trend.

In addition, listed companies have laid out PBAT and are optimistic about the degradable plastic industry in the long term:

Dawn has signed a strategic cooperation agreement with China Textile Research Institute Co., LTD., and plans to invest in the construction of 120,000 tons/year biodegradable resin (PBAT) project.

Shandong Ruifeng Chemical Co.,Ltd. intends to invest no more than RMB 230 million to construct the PHASE II PBAT project with an annual output of 60,000 tons.

ST Yihua plans to invest in the construction of 60,000 tons/year biodegradable new material project, the main product is PBAT resin, and can also produce other resin products.

Xinjiang Tianye Co.,Ltd. and East China Engineering Science and Technology Co.,Ltd. plan to jointly invest, construct and operate the PBAT project with an overall plan of 500,000 tons/year.. .

At present, BPAT will be the mainstream product in the biodegradable plastic market.

With the continuous introduction of strict "plastic limit" policy, the development of degradable plastics has been further promoted, and the degradable plastic industry has ushered in an excellent market outlet. In the future, degradable plastic products are expected to bring good economic benefits to listed companies.The 14th five-year is an important window for the promotion of degradable materials, and the gap is obvious at present. It can be predicted that the overall supply of PBAT will remain tight during the 14th five-year.

TECHNOLOGY RESEARCH

//www.hygiene-industry.com? ?2) 2021

TECHNOLOGY RESEARCH

NIPPON SHOKUBAI SUCCESSFULLY DEVELOPED DIAPER SAP REGENERATION TECHNOLOGY

Nippon Shokubai announced recently that it has developed a recycling technology for SAP used in diapers.The technology was developed by Nippon Shokubai & Total Care Systems and Livedo.Total Care Systems has a good track record in recycling diapers, while Livedo is a professional manufacturer of diapers in Japan.

The output of super absorbent resin of Nippon Shokubai ranks first in the world.With global demand for nappies growing, recycling previously incinerated nappies with resin can help reduce greenhouse gas emissions and environmental impact.

Starting from fiscal year 2021 (April 2021 to March 2022), Nippon Shokubai will carry out experiments at its total Care system plant in Omuda, Fukuoka Prefecture, with a view to realizing practical use as soon as possible. SAP large amounts of urine and expand, so they are difficult to regenerate while remaining separate from paper and absorbent.That's one of the big challenges in developing the technology.

//www.hygiene-industry.com? ?2) 2021

TECHNOLOGY RESEARCH

RESEARCHERS HAVE DEVELOPED "SMART" SANITARY NAPKINS AND PADS THAT CAN DETECT CANDIDA INFECTIONS

Although women in most countries can receive treatment after being diagnosed with vaginal candida infection, this is not always possible for women in poor countries, according to New Atlas.However, new fungus-testing hygiene products could make things easier.

For women living in poor countries, there may be at least two challenges after they suspect they may be infected with candida.First, they may not be able to access health facilities where vaginal swabs can be performed and antifungal drugs can be dispensed.In addition, social taboos may prevent them from telling others about their symptoms.

With those limitations in mind, a team of Indian scientists set out to develop new sanitary napkins and pads that allow users to self-diagnose such infections.Led by Dr Naresh Kumar-Mani of manipal Institute of Technology, the researchers started with store-bought polyfilament cotton threads.Heptane solution is used to remove existing wax and adhesive from these cotton threads, increasing their water absorption capacity.

Next, the threads are coated with a molecule called L-Proline β -Naphthylamide, which binds to an enzyme secreted by the infection-causing candida albicans yeast.These coating lines are then embedded into specific positions on the inner layers of ordinary sanitary napkins and toilet paper.

When simulated vaginal fluid with staphylococcus albicans and indicator solutions were applied to the items, the streaks responded to the presence of candida and turned bright pink.What's more, they responded within just 10 minutes of exposure -- compared to the 24 to 72 hours lab tests typically take to provide results.

The cost of each toilet paper or sanitary napkin used in the new test is just 22 to 28 cents, the scientists said.In addition, it can be used to check for other problems, such as urinary tract infections.

The study is described in a paper published recently in the journal ACS Omega.