No one thought that after "a mask is difficult to find", it was actually "a helmet is difficult to find".
In the past two days, many people have found that the micro-businessmen in the circle of friends have begun to sell helmets, the effect of brushing the screen is comparable to selling masks in the new year, and its price has risen all the way from more than 20 yuan at the beginning of the month to a maximum of more than 200 yuan, and the topic of "helmet price increase" has also been on the Weibo hot search list on the evening of May 17, causing widespread discussion in public opinion.
It turned out that the Ministry of Public Security announced that from June 1, 2020, the "one helmet and one belt" security protection operation will be carried out nationwide. The demand for helmets has soared, and the price increase of helmets has also rushed to the hot search, becoming another popular "snapping product" after masks. This "outlet" also blew to the capital market, and many helmet concept stocks strengthened.
Seeing that the new regulations are about to land, the hype of helmets on the market has begun to rise.
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According to the latest data, as of 11:00 on May 19, the relevant reading volume of the "helmet price increase" Weibo hot search has reached 390 million times, and the number of discussions has reached 35,000 times. The popularity of major social platforms such as Baidu, Zhihu, and WeChat has also continued to rise. Some netizens said that the helmet a day a price, the beginning of the month is only more than twenty, more than eighty in the middle of the month, but now it has been more than a hundred, there are also netizens sighed, they bought one when they were 58 yuan, ready to buy another time has become 138.
In terms of sales, after opening the major online shopping platforms to search for helmets and searching according to sales, e-commerce online found that the monthly sales of the stores in the front of the line exceeded 10,000 singles, and the sales volume doubled several times compared with the previous months.
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.
In terms of price, e-commerce online from Taobao, Jingdong, Pinduoduo sales TOP10 stores, no one can actually buy helmet prices are less than 70 yuan, most of the helmet prices are more than 100 yuan. The store operator said that the supply channel has increased the price in an all-round way, and the store can only follow the price increase, "always can not sell at a loss."
Among them, the top 10 stores on Taobao have monthly sales of more than 40,000 orders, and the highest store has monthly sales of more than 250,000+. More importantly, the price increase is not counted, and the routine of snapping up masks in the early stage has reappeared. Some netizens have feedback that even if the merchant who placed the order does not ship to you for several days, it will force you to return it yourself.
In offline stores, the sale and purchase of helmets has also begun to become very popular with the imminent implementation of the new policy. Some dealers' helmets are not in a hurry to be put on the shelves, and they are bought. Among them, helmet sales in Zhejiang began to surge around May 5. Pan Guangyi, head of Yueqing Kaige Mopai Co., Ltd., told e-commerce online that it should be the first half of the helmet off-season, and the factory is ready to give workers a holiday, but they are busy because of the sudden influx of orders.
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Behind the price increase and shortage of helmets, it is not unrelated to its "just need".
On April 21 this year, the Traffic Management Bureau of the Ministry of Public Security deployed a nationwide "one helmet and one belt" guardian operation, "helmet" refers to helmet, "belt" refers to seat belt.
So, how big is the demand gap for helmets? According to the requirements of the new regulations of "one helmet and one belt", the gap in the demand for new helmets will exceed 200 million. If the current unit price of the helmet is about 100 yuan, the market gap of the helmet will exceed 10 billion.
E-commerce online learned that the production cycle of a helmet takes three days, and the daily output of helmet enterprises is 2000, which belongs to large factories, and usually does not have a large equipment investment and capacity redundancy.
It is worth noting that the implementation period from the Ministry of Public Security to June 1 is relatively short, and the sudden outbreak of demand in the downstream in the short term is impossible for upstream production enterprises to meet in the short term, and its raw material preparation and organizational expansion also take time, coupled with the boost of speculative forces inside and outside the industry, stimulating helmet prices all the way up.
Secondly, 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. And because of 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, according to Pan Guangyi's calculations, in the past a summer helmet profit is 1 yuan, winter helmet profit is two yuan, this part of the cost increase will be intuitively reflected in the factory price.
"The wholesale price of helmets in the first two days was 20 yuan, yesterday the wholesale price was 25 yuan, and tonight it will rise to 35 yuan, and the wholesale price has risen by 15 yuan in these two days." According to last year's market, the wholesale price of helmets was around 15 yuan, which has doubled. We are engaged in wholesale, and some people sell their own goods and will make more money. People familiar with the matter said.
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.
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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. National Science and Technology, Nanjing Julong up and down, start-up shares, Yizumi, Tostar, Sanfu Outdoor, Jihua Group and other collectives followed the rise. On May 19, Nanjing Julong, Kingfa Technology, and National Science and Technology opened with a one-word limit, Zhen'an Technology, and Yizhimi rose by 7.46%.
In this regard, 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 convert into 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.
"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." The person in charge of the 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.
At present, 1688 has jointly launched a 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.