How viable is the conversion of helmets?
Editor’s note: This article comes from the WeChat public account “World Netizen” (ID: txws_txws)
Author: Dan ultra
Editor: Chen Chen
Less than half a month from June, many people no longer worry about masks, but are caught in a helmet.
The cause is a notice issued by the Traffic Management Bureau of the Ministry of Public Security on April 21st, and the “One Helmet and One Belt” security guard operation will be launched nationwide from June 1, 2020. Key points: You must wear a helmet when riding an electric bicycle.
For a time, electric bicycle helmets became a popular item in the market. Especially after May 10, Jiangsu, Zhejiang and other places have successively issued relevant local management regulations. Electric bicycle helmets are not only sold on fire and expensive, but also not enough.
A helmet manufacturer in Yueqing, Wenzhou, ushered in the busiest time since its founding in more than a decade: the orders were too late to make, and many accessories began to be out of stock. The boss had to refuse the supply demand of Weiya Live Room.
According to incomplete statistics, in 2018 China’s electric bicycles have exceeded 250 million. Calculated at an average price of 40 yuan per helmet, this is a market with a scale of at least 10 billion yuan. However, in the face of huge market opportunities, due to factors such as rising raw material prices, insufficient production capacity of the manufacturers, and a long helmet manufacturing cycle, the helmet may have to face a continuing tight situation.
Today, helmet concept stocks suddenly broke out, and National Science and Technology, Nanjing Julong daily limit, starting shares, Yizumi, Tuostar, Sanfu Outdoor, Jihua Group and other collectives rose. In 1688, the four helmet industry belts of Guangzhou, Shenzhen, Wenzhou, and Jinhua launched a non-price increase initiative, calling on 5,000 factories on the platform not to hoard goods and reasonably set prices.
The buzzwords of June 2020 seem to change: have you bought a helmet today?
The factory preparing for the holiday is suddenly busy and crazy
Yueqing Kaige Motorcycle Parts Co., Ltd. experienced a dramatic scene half a month ago.
In the first half of the year, this was the traditional off-season. In addition, due to the epidemic situation, people ’s travel frequency decreased, and the helmets of Kaige could not be sold. On the verge of desperation, the boss personally went out to run the business in April and still had no gain. At the end of April, the factory decided to give long holidays to more than 120 workers in May. As a result, May came, but the leave could not be put on.
“The orders are too late to make, how can there be a holiday.” This is the first time that Kaige has encountered in the past ten years since its establishment. Sales are about hundreds of thousands, but the business has exploded since May 5. “
Kaige Factory
Business is indeed exploding. Henan, Hebei, Shandong, Jiangsu … Many customers came from Kaige 1688 shop, and some of the openings required “hundreds of thousands of helmets”, Pan Guangyi can only refuse, “we usually make hundreds of thousands of a year.” Some customers who did not catch up with orders placed in the helmet factory simply bought raw materials and took them to the factory for processing and assembly.
Crazy orders have disrupted the workers ’“ vacation plans ”. Starting from 10 days ago, more than 120 Victory workers go to work at 5 o’clock every day and get off work at 10 o’clock in the evening. Production orders have been scheduled to one month later.
Pan Guangyi ’s circle of friends
Since 10 days ago, Pan Guangyi had to turn off his mobile phone when he was asleep, because he woke up to see missed calls and inquiries from the online store bombing, and finally he had to remove the products from the online store because There is really no time to do it. “In the past, the number of online shop consultations was at most a few hundred, but now it is tens of thousands.”
Reporter searched for “electric bicycles” on Taobao Tmall at 12 a.m. on May 18 and found that the highest-selling product was the helmet manufacturer DFG that Kaige had supplied. The helmets in the store had only two specifications. Customer service second reply: Due to the huge order quantity of the helmet, the delivery time is one week after the order is placed. No urgent orders and wholesales are accepted. The daily limit is limited to the stock. Currently, the DFG Tmall flagship store has sold more than 80,000 pieces per month.
Some online shops require a daily limitPanic buying
Yueqing’s other helmet factory “Abi Yarmo” is suffering from not being able to buy some helmet accessories. Lu Mingxiao, the person in charge of the company, said that at present, helmet lenses, flying rings, lens supports, and linings are in short supply, and prices are also rising. Some products that were previously sold well can only be discontinued. “Some time ago, Wei Ya still found her want to cooperate, she could only refuse her.”
Insufficient production capacity, Lu Mingxiao rejected Wei Ya
Ali 1688 data shows that the number of online products for helmets has exceeded 40,000 from the 13th, becoming the platform ’s first search item. In the past 3 days, the sales of helmets and the number of buyers increased by more than 5 times. The sales of helmets and buyers The number has tripled.
Not only are helmets hot, but sales of hard hats have also begun to rise
Who is affecting the price of the helmet?
Sudden demand erupted in a short period of time, and helmet prices rose rapidly. Recently, the circle of friends is full of news about helmets. Some netizens found that the 59 helmets bought increased to 258 yuan overnight, and the price directly increased more than three times.
Pan Guangyi told reporters that the ex-factory price of ordinary electric bicycle helmets is generally between ten yuan and twenty yuan, and the higher ones are generally within 60 yuan.
Although the price increase on the 1688 platform is not large, some shops have already removed the goods or written “200 pairs of batches”, etc. Typeface
So, who is affecting the price of the helmet?
First, because there are more orders, all manufacturing factories go to hoard parts, and some businesses that ca n’t buy finished products buy parts to find processing plants for assembly, resulting in a shortage of parts.
The second is the rising wages of workers. For example, porters are in short supply. It used to cost 1 yuan for a piece of cargo, but now it costs 4 yuan. According to Pan Guangyi, the profit of a summer helmet was 1 yuan in the past, and the profit of a winter helmet It’s two dollars, and the increase in this part of the cost will be intuitively reflected in the ex-factory price.
Some savvy merchants are preparing to switch to the helmet manufacturing business, hoarding accessories, and reproducing the previous model of converting masks. As for the helmets sold to individual consumers, some have gone through multi-layer distribution monopoly, and the natural price has to go up to a higher level.
According to incomplete statistics, in 2018 China’s electric bicycles have exceeded 250 million. Calculated at an average price of 40 yuan per helmet, this is a market with a scale of at least 10 billion yuan. After the issue of wearing helmets for electric bike drivers was legislated successively by Jiangsu and Zhejiang, helmet stocks also rose to varying degrees on May 18.
After the mask, can the helmet become the next tuyere?
Pan Guangyi is not optimistic. He said that this is more difficult than making a mask. It takes a few months to make a helmet mold, and it is more difficult to transfer to the helmet market. At the same time, helmet manufacturing is a labor-intensive industry. A helmet manufacturing cycle takes about 3 days. Like Kaige has more than 120 workers, the average daily helmet production capacity is 6000 to 7000.
mechanical spraying, the production cycle of a helmet takes about 3 days
“From the perspective of our industry, we certainly hope that prices will not fluctuate too much, which is conducive to the healthy development of the industry.” A head of the helmet manufacturer told reporters that the sudden surge in orders is actually worrying them. , Worried about whether there will be shortage of orders and inventory accumulation faced by some mask manufacturers after the tuyerePressure problem.