20 years

Industry experience

The upstream raw materials of the cleanroom cloth industry mainly include polyester, cotton, antistatic agents and other raw materials and related equipment required for the production of cleanroom cloths. The overall raw material industry market supply is sufficient and can fully meet the needs of the downstream cleanroom cloth industry. At the same time, the degree of product differentiation in the upstream industry is relatively small and competition is relatively strong.

One supplier cannot control the price of raw materials, thus reducing the risk of profit fluctuations in the dust-free cloth industry and playing a positive role in the development of the industry; the midstream is mainly the production and preparation of dust-free cloth; the downstream is mainly integrated circuits, medicine and equipment manufacturing , food processing and industrial industries.

Our country has advantages in production environment, labor costs, etc., but most enterprises are small in scale and have weak technical strength. In terms of product performance, it is difficult to meet the needs of downstream advanced process industries such as liquid crystal displays, semiconductors, and hard disk storage. The high-end market is currently mainly imported products occupy. 

In recent years, with the expansion of the scale of enterprises in the industry and the improvement of technical strength, domestic substitution in the industry has been significantly accelerated, self-sufficiency has been further improved, competitiveness in the international market has also been significantly enhanced, and the overall market has continued to grow. Data shows that in 2022 The size of China's dust-free cloth market reaches annual 28.37 billion yuan, an increase of 2.5% compared with 2021. It is expected that in the future, with the development of my country's dust-free cloth industry and the improvement of technical strength and further enhancement of competitiveness in the international market, the export scale is expected to continue to rise, driving the industry to continue to improve.

Polyester woven dust-free wipes are a commonly used consumable product in clean room controlled environments. They have been widely used in various high-tech industries such as magnetic heads, semiconductors, chips, liquid crystal displays, circuit boards, and optoelectronics. Wherever there is a clean room, dust-free wipes are needed. Their function is to remove products,Eliminate pollution in production equipment and clean rooms and improve product yield. Downstream demand is extremely extensive. As China's electronic information manufacturing industry continues to develop, industry demand continues to grow. Data shows that China's dust-free cloth production and demand will reach 68.357 billion pieces (9''*9'') in 2022, with a growth rate of Decrease from 2021.

Obviously, it is mainly caused by the sluggish demand for global terminal consumer electronics and computers and the fluctuation of downstream demand for dust-free cloth.

In terms of the average price of cleanroom cloths in China, the production process of cleanroom cloths often requires certain modifications and surface treatments, which is a difficult production process. At the same time, the product itself is highly homogeneous and has obvious economies of scale. The industry Product prices are generally stable with small fluctuations, and product market prices are on par with previous trends.

The crude oil price and demand structure of the industry are highly related. Global energy demand will increase sharply in 2021. Energy prices will rise against the background of supply and demand dislocation, which will drive the average price of lint-free cloths in China to increase significantly, reaching the highest value in recent years. In 2022, as the growth rate of domestic demand declines, , coupled with the decline in crude oil prices at the end of the year, the adjustment

The average price dropped slightly to about 0.42 yuan/piece (9''*9'').

My country's dust-free cloth product industry has not developed for a long time, but there are many companies in the industry, a high degree of marketization, and a low market concentration. The products are mainly mid- to low-end products such as thousand-level and ten-thousand-level dust-free cloths, mainly due to the high-end The product has high qualifications, capital, technical barriers, etc., and is currently the largest in the country.

Companies with certain competitiveness mainly include Xingye Zhuohui, Jingwei Wuchen, Tianhua Super Clean and Shuoyuan Technology (listed on the New Third Board). At present, high-quality customers and large orders for domestic dust-free cloth products generally come from large multinational companies and domestic listed companies in electronic information manufacturing (LCD, semiconductor, hard disk storage, communications, etc.), aerospace, medicine and other industries. Enterprises usually have huge investments and high costs, and product defects or low yields will cause them huge losses. For the sake of production and operation stability, downstream demand manufacturers generally perform a strict certification process.

It is expected that as the localization process in the domestic integrated circuit field continues to advance, domestic brands of dust-free cloth are expected to benefit from increased demand, and market concentration will continue to be optimized.