Over the past three years, the medical disposable non-woven industry has experienced significant cyclical volatility. Following the capacity boom of 2020 — 2021, 2024 — 2025 has seen a clear shake-out, with low-end capacity exiting the market and industry concentration rising rapidly.
On the demand side, hospitals are setting higher requirements for key metrics such as basis-weight stability, bacterial filtration efficiency and anti-static performance — further reinforcing preference for leading brands. OEM/ODM service capability is becoming a new competitive moat.
BORUI believes that within the next 3 years, the domestic medical non-woven industry will settle into a stable structure of "leading brands + regional intelligent manufacturing + specialized channels", and companies driven by both technology and service will gain greater market share.