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ASP看来要调整了(不过还不确定,至少10%mom),近期内会引来“恐慌式”地购买任何的PPE,因为根据WHO, 各国的医疗系统须达到“戒备”等级。换句话说,很多国家,尤其欧洲需要吨货了。相比ASP最高峰,现在有50-60%折扣(甚至更多)。Spot order 已经确认引来“海啸式”购买,不过ASP"需要跟多方确认“。