The amount of guns is difficult to find, and the price has been exploded several times. The sales volume of epidemic prevention products is now "long tail effect".
Since the outbreak, body temperature measurement has become a daily standard. In the movie "Infernal Affairs", Andy Lau and Liang Chaowei are "holding guns" on the rooftop. They are often staged in communities, factories, shopping malls and supermarkets. After masks, alcohol, disinfection water, etc., the forehead gun has become another urgent anti-epidemic material, and even the price has been smashed and sold in the circle of friends. In addition, UV lamps are also selling well on e-commerce platforms. Yangtze Evening News / Zi Niu News reporters visited the market and consulted economists and legal experts on related issues.
Planning: Shen Chunning
Yangtze Evening News / Zi Niu News reporter Xu Yan Li Chong Ma Yan
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A few years ago, the special price of the temperature gun was only tens of yuan, and now it is "fried" to five or six hundred yuan.
Recently, the temperature gun has become a sought-after product, but on the other hand, it has spawned a "strange phenomenon" such as delayed shipments, crazy price increases, and even reselling by QQ groups and friends. Yangzi Evening News reporters found that many sellers on the Internet claimed to have a large number of stocks in support of “10,000 sales”; there are many QQ groups for information exchange on various temperature guns and masks, and many of them are full.
10,000 on sale, video coded for inspection
Recently, Yangtze Evening News reporters tried to join several of these groups. Some groups refused to enter because of full members, but set a problem and informed the new group number. Some groups are banned by all members, and only open to speak at specific times every day. A reporter from the Yangtze Evening News sneaked into one of the QQ guns of the thermostat and found that the news released in the group included: "10,000 orders, spot", "Find spot, price around 400, but can whisper video" "Spot 10,000 units, need red head Documents, pay for goods "" Don't discuss the deposit without seeing the goods ".
There are two kinds of people in the group: one is claiming to be in stock, and the other is seeking for stock. From time to time, they post information on various types of temperature gun transactions. But when reporters asked if they could retail and whether they supported buying only a few, no one ignored them. In the information released by the group, the price of the amount of temperature gun is basically between 360 and 450 yuan. After the transaction advertisement is sent out, the buyers and sellers can chat with each other on demand. A person who asked not to be named gave science to reporters. Such groups are like "small rivers and lakes" resold by individual guns. The so-called "cryptographic video" refers to a verbal phrase specified by the buyer. The seller reads it out at the warehouse site and shoots a small video to prove that it is in stock. But is it really in stock? It's actually hard to say. Because the "fathers" do not know when the production capacity of the front gun can fully keep up, when the regular channels will be available, and the spot they get at a high price may be in their hands.
The price has been stir-fried, but it is still out of stock
Nanjing consumer Ms. Wang told the Yangtze Evening News reporter that recently, her husband's company was about to resume work, but could not buy a thermostat. In 2016, Ms. Wang bought a German Braun forehead thermometer for more than 200 yuan, which is used to measure the temperature of a child's fever; her friend also bought another brand of forehead thermometer at a special price of tens of yuan. But today, Taobao shop merchants sell for nearly 600 yuan. "And the sellers delayed sending out!"
She found that the official flagship store of Tmall Yuyue showed that the forehead gun was out of stock. The ear thermometer with a price of 359 yuan sells 95,000 a month. A buyer commented: "Every time you buy it, it's very fast. You can buy it this time!" Changing earmuffs is not suitable for factory employees. Ms. Wang can only give up.
In desperation, Ms. Wang turned to the circle of friends for purchasing, but Braun ’s American gun sold 566 yuan in the United States, and delivery time and logistics timeliness were not guaranteed. The "resumption of labor" came, not only Ms. Wang's family encountered similar problems. In a Suzhou-based company that resumed work in early February, relevant sources told reporters that the temperature gun was "not easy to buy. I bought it after I found a relationship." Now he sees that "a lot of people in the circle of friends are selling." Not only is there a need for resumption enterprises, but there are also families who want to buy thermostats, but they can't.
In addition to forehead guns, UV lamps have also been sold recently. The reporter of the Yangtze Evening News saw that on the multi-vendor platform, UV lamps sold more than 10,000 units a month. The introduction of one company selling ultraviolet disinfection lamps stated that the sterilization rate was 99.9%, and "effective prevention of coronavirus" was written as a slogan in the introduction. The reporter saw that many people have purchased these UV lamps. Some buyers said in the comments that the main reason for buying lights is to sterilize the masks and prolong the use time. Some people also said that the daily supplies and dishes from the community must be disinfected before use. However, some people have said that the ozone tastes great when used, and is also worried about the harm of ultraviolet rays. "Anyway, ask for psychological comfort during the epidemic."
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In just 4 days, the number of gun companies in the country has increased by 42
According to the data of the professional version of the company, from February 25 to February 28, in just four days, China has added 42 new related companies operating thermostats with an amazing growth rate. There are currently six in Jiangsu. The company's professional data also showed that, as of March 3, there were 373 companies in China engaged in the business of frontal temperature guns, and Guangdong Province was far ahead with 330 absolute advantages.
Monthly sales of temperature measuring guns reach the past 5 years
The reporter noticed that most of the thermo-gun companies were relatively young, 65% of which were established within 5 years, and only 42 had been established for more than 10 years.
In addition, companies checking the professional edition data show that as of March 3, 2020, there are currently 1168 companies in China engaged in UV lamp related business. In terms of quantity, Guangdong Province ranks first with 393, followed by Jiangsu and Zhejiang. These three provinces account for 58.7% of the country's total. From the time of establishment, 41% of the enterprises have been established for more than 10 years, and 20.8% have been established within 3 years. From the perspective of registered capital, enterprises with registered capital of less than 1 million and enterprises with over 10 million accounted for 38.9% and 35.7%, respectively, showing a bipolar distribution trend.
According to Wind's query, Yangzi Evening News reporter found that Dongxing Securities ’research report in late February of“ Insufficient supply of infrared thermometers, temperature measurement is expected to run throughout the year ”mentioned that Yuyue Medical is currently China ’s largest temperature measuring gun (including frontal temperature guns). And ear thermometers, etc.) production enterprise companies, producing 20 hours a day, it is estimated that the current monthly sales of thermometers is the total sales of the past 5 years. Recently, Yuyue Medical also stated on the investor relations interactive platform that the demand from medical institutions and enterprises and institutions including schools across the country is increasing, and the amount of thermo-gun products needs to be allocated in large numbers. Warm products are currently in short supply.
Thermometer demand may continue into next year
A reporter from the Yangtze Evening News also found that according to Wind's query, not only companies that produce thermal guns have been paid attention to, but the upgraded thermal guns, infrared thermometers, are also in short supply as "black technology." Dali Technology stated on the investor relations platform that the company has received relevant requirements from some schools and external training institutions. Gaode Infrared also said that the company is concerned about the large number of needs such as resumption of work, school opening, and banks and supermarkets. The company is launching new products for these places.
According to Dongxing Securities Research Report, the current market temperature measurement equipment is mainly divided into two types: fully automatic infrared and ordinary handheld. From the perspective of the industry chain of frontal temperature guns, the spot market of front-end MLX9064 is extremely scarce, and many factories are not expecting it. The research report predicts that as the epidemic situation is strongly controlled by the government, it will inevitably lead to an increase in the operating rate and an increase in social activities in the future, but everyone's precautionary measures and awareness will not weaken. It is judged that the subsequent demand for various types of thermometers, especially automatic large-scale equipment, will run throughout the year, and even until 2021.
Expert Reviews
Friends circle selling thermostats suspected of breaking the law
Ding Dongxia, executive director of Beijing Baoying (Nanjing) Law Firm, said in an interview with a reporter from the Yangtze Evening News that, first of all, the guns and masks are medical devices. Only companies engaged in online sales of medical devices and online trading services of medical devices Only three-party platform providers can sell medical devices online. Individuals selling amount of temperature guns and masks in QQ group and circle of friends violate the provisions of the "Measures for the Supervision and Management of Medical Device Network Sales" and the "Regulations for the Supervision and Management of Medical Devices".
Secondly, in the transactions of personal circle of friends, the information of the sellers of masks, forehead guns, product information, corporate qualifications, authorization rights, consumer information, etc. are basically opaque. The seller may not know the specific source of the product. Masks, forehead guns that meet the standards and specifications, or the sale price is too high, which may touch the crimes of selling fake and shoddy products in criminal law, crimes of illegal business, and other risks. She said that such cases are investigated and dealt with by industry and commerce or public security, and are based on management regulations and criminal law. At present, there are no special targeted local regulations. She suggested that citizens purchase commodities such as masks and forehead guns through formal channels and shops.
The "long tail effect" is worth watching
According to statistics from CCID Consulting Medical and Health Industry Research Center, before 2019, the output of domestic handheld infrared thermometers was between 200,000 and 300,000. The Ministry of Industry and Information Technology predicted at a press conference in early February this year that the demand for handheld infrared thermometers was about 550,000. The Dongxing Securities Research Report also mentioned that according to their understanding of factory factory orders, market demand may far exceed this.
Song Qinghui, a well-known economist, introduced in an interview with the Yangtze Evening News that recently, in addition to masks, forehead guns, ultraviolet lamps, etc., alcohols, respiratory oxygen supplies, online courses related electronic products, and even individual food products (such as flour, milk powder, etc. ), And some shortages have also occurred. Some products that were not valued but sold a lot but have a large variety of products, suddenly due to the huge amount and other reasons, their accumulated total revenue far exceeds the mainstream products, which is a "long tail effect". As a special phenomenon in a special period, it deserves attention. Song Qinghui said that investors and consumers therefore need to remain rational. At this stage, his suggestion is: "Enterprises should find ways to resume work against time, try every means to expand production capacity, and make every effort to ensure the supply of epidemic prevention materials; for investors, they must brighten their eyes and guard against relevant listed companies taking advantage of the epidemic situation to actively respond to hot spots Hype; for consumers, there is no need to blindly follow the trend of 'stocking', and they should choose the product that suits them best. "