"One Hood Is Hard To Find" After "A Helmet Is Hard To Find", 200 Million Gap Textile People Have An Opportunity?

No one would have thought that after a "hard cover", it would be "hard to find a helmet".

Recently, as the Ministry of public security's "one helmet area" security guard operation was launched, the demand for helmets increased sharply, becoming another popular "panic buying product" after the masks. Its price rose from twenty or thirty yuan a month to the highest level of more than 200 yuan. The topic of "helmet price increase" also boarded the micro-blog hot search list on the evening of May 17th, causing widespread public opinion. 。

The latest data show that as of 17 May 18th, the "helmet price" micro-blog hot search related readings have reached 360 million times, the number of discussions has also reached 32 thousand times. Some netizens said that the price of a helmet is only more than 20 at the beginning of the month, and more than 80 in the middle of the month. Now it is more than 100, and some netizens sigh that when they buy 58 yuan, they will be 138.

10 billion business led by helmet policy

In April 21st, the Ministry of public security's Traffic Control Bureau issued a notice on the deployment of "one helmet area" security guard in the whole country, announcing that since June 1st, the motorcycles and electric bicycles have been checked according to law without wearing helmets and riding belts.

Subsequently, a number of provinces, including Shenzhen, Jiangsu, Yunnan, Hubei, Shaanxi, Henan and other provinces and cities began to carry out related investigation and action, and strictly investigated motorcycle or electric vehicles without wearing safety helmets and other behaviors, and corrected and criticized education.

It is reported that motorcycles, electric bicycles and cars are the most deaths causing traffic accidents. Proper wearing safety helmets and standardized use of seat belts can reduce the risk of death from traffic accidents by 60% to 70%. According to the relevant data, the number of motorcycles in China is around 90 million vehicles, and the number of electric vehicles is nearly 300 million. Among them, the actual wearing of helmets is still at a low level.

In view of this, the state securities research report pointed out that the implementation of the "one helmet area" new deal will result in a short-term burst of helmet demand, a new helmet demand gap or over 200 million, while "helmet enterprise daily output 2000 is a big factory, and usually there will be no big equipment input and redundant capacity".

The sharp mismatch between demand and supply has led to a rapid rise in helmet prices, and the helmet has become another "crazy hot" product after masks.

Taking Taobao as an example, as at 13:30 on May 18th, its number one is still a helmet priced at 98.8 yuan, 45 thousand people confirm receipt, and monthly sales exceed 80 thousand orders, and less than an hour later, the product has been sold out, and the sales list has changed, but the top 10 shop sales volume is still 20 thousand or more. In terms of the unit price of around 100 yuan, it is estimated that more than 200 million of the new helmet gap market has exceeded twenty billion.

There are 4 main types of helmets in the market: full helmets, 3/4 helmets, half helmets and upturned helmets. Helmet structure generally includes shell, buffer layer, liner, jaw, frenulum, lens, etc.

The shell is the outermost layer of the helmet, and it bears and disperses impact when it hits. So the selection of the shell material is very important. The buffer layer plays a cushioning effect in the face of strong impact. The material usually absorbs energy of collision, non-toxic, harmless, sweat absorbing and breathable, and most of the cushioning layer is made of foamed styrene (EPS). The helmet shell is the outermost layer of the helmet, and it is the first line of defense to protect the head when it bears and disperses impact. Therefore, the selection of the helmet shell material is very important. Commonly used shell materials are mainly ABS, PC/ABS, PC, glass fiber reinforced materials, carbon fiber composite materials and so on.

A leap from 20 yuan to 200 yuan

Similar to the price markup of masks, helmets also experienced soaring prices in a short time. Many netizens say that they only buy more than ten yuan at the time of purchase, the lowest price is only 12 yuan, even if compared to 24.5 yuan at May 1, the current price has also been over 4 times. In fact, ten to twenty yuan helmets have risen to hundreds of yuan, and the sixty or seventy yuan medium helmets have risen to nearly two hundred yuan, which has become a common phenomenon in the helmet market since May.

It is worth noting that this price of "all the way" also appeared in the supply chain of the industrial chain. This also directly led to the increase of ABS price of helmet raw materials, and some raw materials increased by more than 1000 yuan per ton per day. However, it is worth noting that if the demand for 100 million helmets is calculated, the total ABS consumption of raw materials will be about 40 thousand tons, accounting for about 0.9% of the annual output.

Besides the ex factory price rise, the main reason for the price increase is mainly the shortage of spot goods.

It is worth noting that in order to catch up with the bonus of "helmet fever", manufacturers also choose to cooperate with other helmet manufacturers after a large number of orders.

Middlemen earn difference

Similar to masks, forehead guns, melted spray cloth and so on, helmet is also a "good business".

Although the helmets end up at 100 yuan for the consumers, they often have only twenty or thirty yuan between the manufacturers and the first class distributors. Even the Halley, which is called the higher price, is only about forty yuan.

Even at the current price of 100 yuan for an ordinary helmet, a helmet from the manufacturer to the consumer needs at least eighty yuan profit sharing, and these profits will be carved up in the hands of first class distributors and two level distributors.

According to a middleman, helmet agents currently have two modes of agency. One is the retail mode. "The general helmet agency price is 68 yuan /, the proposed retail price is 98 yuan / 128 yuan /, the black technology helmet agency price is 185 yuan /, the proposed retail price is 269 yuan /". The other is the wholesale mode, with a single Commission of 1 yuan, or "increase your own price and earn more".

"Today, an agent sold 500 yuan at a price of 98 yuan and earned 25 thousand yuan a day," he said.

When the helmet burst red, someone in Yiwu was cheated.

In the evening of May 16th, Mr. Wang, who rented in Longhui District of Yiwu's Jiangjiang street, was a friend of WeChat group plus a "helmet seller". The other side, on the grounds of "intent gold", swindled Mr. Wang for 2000 yuan and then lost contact with him. After that, he reported it to the police station of Yiwu City Public Security Bureau.

"At present, the most talked about topic in various WeChat groups and friends circles is where to buy helmets, because many people want to buy helmets, so they appear to be cheating criminals, which is exactly the same as mask masks." The police handling the case introduced that cheaters often had no goods on hand, but deliberately created a tight market. They used the order cycle to cheat, so that you could pay the deposit first, and agreed to deliver the goods after a month.

At present, the case is still under investigation. In May 18th, the Yiwu anti false information fraud Center issued a police information bulletin. In May 17th and May 18th only two days, it received 12 police complaints about buying helmets.

Market supervision and administration bureaus

Jiangsu Nantong market supervision and Administration Bureau issued a price warning reminder letter on WeChat 19. Letter requests that Nantong helmet manufacturers, operators and relevant units should not collude with each other, manipulate market prices, do not restrict production and sales volume, and do not fabricate or disseminate price information.

Nantong market supervision and Administration Bureau said that the market supervision departments at all levels will increase the supervision over helmets prices, accept the complaints and reports of mass prices in a timely manner, and investigate and deal with all kinds of price violations according to law. We shall punish any illegal price offenses such as hoarding, fabricating and distributing price information, driving up prices, collating prices, and price fraud. If we seriously disrupt market order and constitute a crime, the public security organ shall be transferred to the public security organ for criminal responsibility according to law.

Recently, Hebei news network users through the "sunshine administration" platform reflects the "Hebei electric helmet helmets can not buy at all." The Hebei provincial market supervision and Administration Bureau replied through the platform of "sunshine administration" that the helmet belongs to the price liberalization commodity and belongs to the market regulated price. If the price violation is found, it will be severely punished.