Economic Observer reporter Wang Haixuan? In recent weeks, motorcycle (electric car) helmet selling price soared.
"In just a few days, the price of this helmet has doubled." On May 18, a consumer trolled an e-commerce platform. Just 2 days later, the helmet, which originally cost about 100 yuan, quickly grew in price to 298 yuan. "There's no way, there are too many people buying helmets lately, and the price increase is expected." Some netizens said helplessly. Some helmets with even larger price increases have more than quadrupled in price from 60 yuan to 300 yuan in the last week.
"About delivery, the current number of people ordering more, according to the order of the order to send, the normal is within 48 hours." May 20, a domestic e-commerce platform, a helmet seller told reporters. "Buy early and ship early, it is recommended to place an order as soon as possible." He added.
From the point of view of the helmet's hot degree, the shopkeeper is not just exaggerating for the sake of pulling customers. Suning E-shop big data show that from May 1 to May 18, helmet searches grew more than 57 times compared with the same period last year, and sales grew more than 65 times year-on-year.
Why did the helmet become a hot commodity? This is from a month ago, the Ministry of Public Security issued an announcement about. April 21, the Ministry of Public Security Traffic Management Bureau officially launched a "helmet with a" safety guarding action, in which "a helmet with a" refers to helmets, seat belts. "During the action, the public security traffic control departments will strengthen law enforcement management, according to the law to investigate and correct motorcycle, electric bicycle riders do not wear safety helmets as well as automobile drivers and passengers do not use the seat belt behavior, to promote the development of safe habits." The Ministry of Public Security said in the announcement.
The Ministry of Public Security also said in the announcement that motorcycles, electric bicycles and cars are the vehicles that cause the most traffic accident deaths. Relevant studies have shown that correctly wearing safety helmets and standardizing the use of seat belts can reduce the risk of traffic accident deaths by 60 to 70 percent.
The announcement comes less than a month after Jiangsu and Zhejiang provinces passed regulations on May 15 on the management of electric bicycles, which impose warnings or fines on drivers and riders who fail to wear safety helmets and come into effect on July 1st.
Perhaps it is the fines involved that have allowed this regulation to spread so quickly. "The fine twice is enough to buy a helmet, I'd better put it on honestly, it's safer too." Some netizens said.
More provinces are focusing on correcting and educating e-bike riders for not wearing helmets. However, the improvement of relevant laws and regulations as well as their implementation is a trend. "I already saw the traffic police checking when I went to work two days ago, so I'd better buy one as soon as possible." An e-bike owner in Beijing told reporters.
From the point of view of existing motorcycle and e-bike ownership and people's riding habits, there is a big gap in demand for helmets. Statistics from the Traffic Management Bureau of the Ministry of Public Security show that China's motorcycle ownership reached 87 million in 2018, a year-on-year increase of 6%, and e-bike ownership exceeded 250 million as early as 2016. Currently, the Road Traffic Safety Law has provisions for motorcycle riders, and penalties such as license points and fines will be taken for not wearing a helmet. However, there is no hard and fast requirement for e-bikes. Considering the lower speed of electric bicycles and other factors, most of the owners of electric bicycles do not have the habit of wearing a helmet.
A research report by IFC Securities pointed out that, according to the "one helmet, one belt" new policy requirements, the new helmet demand gap will exceed 200 million. The agency also pointed out that the helmet business daily output of 2,000 belongs to a large factory, usually does not have a lot of equipment investment and capacity redundancy.
Consumer demand for helmets in the short term has risen sharply, some manufacturers also see the opportunity to enter the field of helmet production. According to the reporter's understanding, in Jiangsu, Zhejiang, Guangdong and other places of some of the original textile, bags processing of foreign trade factories, due to the impact of the epidemic its overseas orders to reduce, and thus actively seek to transform the production of some of these factories have previously been in the production of masks, and now quickly turn to the field of helmet production. From Zhejiang, a bag foreign trade factory people told reporters: "Our factory has built a helmet production line, the current order is very large."
The helmet industry's fire has been transmitted to the capital market. 20 May morning, the helmet concept plate soared, silver jubilee science and technology, Nanjing Jurong are in the opening shortly after the stop. Previously, national science and technology, Sanfu outdoor, YiZhiMi, Shanghai Phoenix, etc. have different degrees of rise or even stop. Public information shows that the above listed companies are focused on polymer materials, modified engineering plastics, outdoor sporting goods, injection molding machines and other fields.
IFC Securities pointed out in a research report, analogous to the mask, the helmet automation industry outbreak, the core beneficiary targets include IZP, Topstar. Helmet automation including drying barrels, suction machine, injection molding machine, machine tools (open mold), up and down right-angle coordinate robot. Yizumi said on May 18 in the interactive platform, the company's injection molding machine can be used for the production of electric bicycle safety helmets.
But ordinary consumers should note that the helmet products on the market is a mixed bag, recently due to changes in market conditions, the purchase of helmets should be selected to have a safety guarantee products. Domestic production of helmets, 3C certification (China Compulsory Product Certification) is one of the most basic safety certification, in addition to this standard, there are SNELL, SHARP, DOT and other more stringent international certification standards.
This article comes from the author of the automotive home car family number, does not represent the views of the automotive home position.