The world's online business reporter Li Danchao
With less than half a month to go before June, many people no longer worry about masks, but they are trapped in the trap of helmets.
The reason is the notice issued by the Traffic Management Bureau of the Ministry of Public Security on April 21, 2020, that the "one helmet and one belt" security protection operation will be carried out nationwide from June 1, 2020. Key point: Riding an electric bicycle should also wear a helmet.
For a time, electric bicycle helmets became a hot commodity in the market. Especially after May 10, Jiangsu, Zhejiang and other places have successively introduced relevant local management regulations, and electric bicycle helmets have not only sold fire and expensive, but also began to be insufficient to sell.
A helmet manufacturer in Wenzhou Yueqing ushered in the busiest time in the past ten years since its establishment: orders were too late to do, many accessories began to be out of stock, and the boss had to refuse the supply demand of Weiya's live broadcast room.
According to incomplete statistics, the social ownership of electric bicycles in China has exceeded 250 million in 2018. Based on the average price of 40 yuan per helmet, this is a market of at least 10 billion. However, in the face of huge market opportunities, due to the increase in raw material prices, insufficient production capacity of manufacturers, long helmet production cycle and other factors, helmets may have to face a state of continued shortage.
Today, the helmet concept stock suddenly broke out, the National Science and Technology, Nanjing Julong up and down, the start of shares, Yizumi, Tostar, Sanfu Outdoor, Jihua Group and other collectives followed the rise. 1688 jointly launched a non-price increase initiative with the four major helmet industrial belts of Guangzhou, Shenzhen, Wenzhou and Jinhua, calling on 5,000 factories on the platform not to hoard goods and set reasonable prices.
The June 2020 buzzword seems to be changing: Did you buy a helmet today?
<h1 class="pgc-h-arrow-right" > factory that was preparing for the holidays was suddenly busy</h1>
Yueqing Kaige Mobei Co., Ltd. experienced a dramatic scene half a month ago.
The first half of the year was the traditional off-season, coupled with the impact of the epidemic, people's travel frequency decreased, and Veuve Clicquot's helmet could not be sold. Forced to the end of the road, the boss personally went out to run the business in April, still no gain. At the end of April, the factory decided to give more than 120 workers a long holiday in May. As a result, May came, but the holiday could not be released.
"Orders are too late to do, even if you can take a holiday." This is the first time in the more than ten years since the establishment of Veuve Clicquot that the situation has been encountered, the head of e-commerce Pan Guangyi said, "After so many years of business, helmets have been relatively unpopular, and the annual sales volume is about hundreds of thousands, but since May 5, the business has exploded." ”
Veuve Clicquot Factory
Business is really exploding. Henan, Hebei, Shandong, Jiangsu... Many customers from the Veuve Clicquot 1688 store to find, some of the opening to "hundreds of thousands of helmets", Pan Guangyi can only politely refuse, "usually we only do hundreds of thousands of ah a year." "Some customers who did not catch up with the order placed in the helmet factory simply bought raw materials and took them to the factory for processing and assembly.
Crazy orders disrupted workers' "vacation plans." Since 10 days ago, more than 120 workers of Veuve Veuve Clicquot have been working at 5 o'clock every day and leaving at 10 o'clock at night, and production orders have been scheduled for a month later.
Pan Guangyi's circle of friends
Also from 10 days ago, Pan Guangyi had to turn off his mobile phone while sleeping, because he could wake up to see missed calls and online store bombing inquiries, and finally he had to take down the goods of the online store, because it was too late to do it, "Before the number of online store consultations was up to a few hundred, now it is tens of thousands." ”
The reporter searched for "electric bicycle" on Taobao Tmall at 12:00 a.m. on May 18 and found that the highest sales volume was the helmet merchant DFG that Veuve Veuve Veuver had supplied, and the helmet in the store had only two specifications left. Customer service small two reply: Due to the huge amount of helmet orders, the delivery time is one week after the order, no urgent orders and wholesale, daily limited quantity, sold out. At present, the DFG Tmall flagship store has sold more than 80,000 pieces per month.
Another helmet factory in Yueqing, "Abiyamo", is struggling to buy some helmet accessories. Lu Mingxiao, the head of the company, introduced that at present, helmet lenses, vacating rings, lens bearings, and linings are in short supply, and prices are also rising, and some products that sold well before can only be discontinued. "Some time ago, Via still wanted to cooperate, but she could only refuse."
Insufficient production capacity, Lu Mingxiao rejected Wei Ya
Ali 1688 data show that the number of online products of helmets has exceeded 40,000 from the 13th, becoming the first explosive product retrieved by the platform, and the sales of helmets and the number of buyers have increased by more than 5 times in the past 3 days, and the sales of helmets and the number of buyers have tripled.
<h1 class= "pgc-h-arrow-right" > who is influencing the price of helmets?</h1>
Sudden demand exploded in a short period of time, and helmet prices rose rapidly. Recently, the circle of friends has been filled with all kinds of news about helmets. Some netizens found that the 59 pieces of helmets bought rose to 258 yuan overnight, and the price directly rose more than three times.
Pan Guangyi told reporters that the factory price of ordinary electric bicycle helmets is generally more than ten yuan to twenty yuan, and the higher ones are generally within 60 yuan.
So, who exactly is influencing the price of helmets?
First, because of the large number of orders, all manufacturing factories have hoarded accessories, and some merchants who cannot buy finished products have bought accessories to find processing plants to assemble, resulting in a shortage of accessories.
The second is the rise in workers' wages, such as the shortage of porters, the original handling of a piece of goods as long as 1 yuan, now to 4 yuan, and according to Pan Guangyi's calculations, in the past a summer helmet profit is 1 yuan, winter helmet profit is two dollars, this part of the cost increase will be intuitively reflected in the factory price.
There are also some savvy merchants who are preparing to switch to the helmet manufacturing business, hoarding accessories and replicating the previous model of switching to masks. As for the helmets sold to individual consumers, some of them have been sold through multi-layer distribution monopolies, and the natural price has to go up to a higher level.
According to incomplete statistics, the social ownership of electric bicycles in China has exceeded 250 million in 2018. Based on the average price of 40 yuan per helmet, this is a market of at least 10 billion. After the issue of helmet wearing by electric bicycle drivers was successively legislated by Jiangsu and Zhejiang, helmet concept stocks also rose to varying degrees on May 18.
After the mask, can the helmet be the next outlet?
Pan Guangyi is not optimistic, he said that this is more difficult than making masks, a helmet mold production will take several months, and it is more difficult to change production to enter the helmet market. At the same time, helmet manufacturing is a labor-intensive industry, a helmet production cycle takes about 3 days, like Veuve Clicquot has more than 120 workers, the average daily helmet production capacity is 6000 to 7000.
Mechanized spraying, the production cycle of a helmet takes about 3 days
"From the perspective of our industry, we definitely hope that the price will not fluctuate too much, which is conducive to the healthy development of the industry." A person in charge of a helmet manufacturer told reporters that the sudden surge in orders now actually worries them, worrying about whether there will be a shortage of orders and inventory backlogs faced by some mask manufacturers after the outlet.
On May 18, 1688 joined hands with the four major helmet industrial belts of Guangzhou, Shenzhen, Wenzhou and Jinhua to launch a non-price increase initiative, calling on 5,000 factories on the platform not to hoard goods and set reasonable prices.
Edited by Chen Chen