Chinanews.com client Beijing, May 21 (Zuo Yukun) In the "520" just passed, the skyrocketing helmet price attracted many people to ridicule: "On this special day of 520, give him a helmet if you love him ! "
But in "521", which is only one day away, "love" is not over yet, and the myth of the helmet has reached the time of waking up.
Data map: Electric bicycles waiting for traffic lights at a traffic road in Nanning. Photo by Jiang Xuelin
Where the dream begins: "One helmet and one belt" becomes "the strongest king of goods"
Master Wang runs a small repair shop in Xicheng District, Beijing. When the reporter saw him on the morning of the 20th, he had just returned to his stall on a bicycle. Master Wang took off the two helmets hanging on the handlebars and handed it to a man waiting at the booth. The man used his mobile phone to transfer the helmet money to Master Wang.
"The helmet has been pretty recent, I have been doing this for more than 40 years. I haven't seen such a situation." Master Wang said that his car repair shop is about to switch to a helmet purchase recently, and many people ask him every day There is no way to buy a helmet.
"Want to buy a helmet now? People you don't know don't give it to you at all. They are hoarding goods and waiting to sell for high prices." Master Wang has recently used all the resources he can contact, and he sold his helmet for ten yuan each. Dozens of them can be sold every day these days, "Much more money than car repairs."
The citizens wear helmets. Photo by Shi Xiaojie
Since May, as the Ministry of Public Security has deployed the “One Helmet and One Belt” safety guard operation, many places have announced that they will strictly investigate the helmets worn by electric vehicle drivers, which has instantly driven the helmet price to “take off”.
The price of helmets on some e-commerce platforms has doubled and even limited purchases. Ordinary helmets have risen from two or three hundred yuan at first to two or three hundred yuan today.
On the hot search list of 1688, the largest online wholesale platform in China, electric vehicle helmets continued to dominate the list for several days: in the past 3 days, helmet sales have increased by more than 910%. Even the safety helmets at the construction site have skyrocketed, with 3-day sales and the number of buyers increasing by 200%.
JD Big Data also shows that since May, motorcycle and electric vehicle helmets have been widely concerned by consumers. Not only has search volume reached 8 times the same period last year, but turnover has also increased by nearly 4 times year-on-year, and the second- and third-tier markets have increased. Speed is more obvious.
In the capital market, on May 20, A-share helmet-related concept stocks rose against the trend. National Technology and Nanjing Julong had three consecutive daily limits. Yizumi once rose more than 9%, and finally closed up 3.26%. Jinfa Technology rose More than 4%.
"This reaction is a bit slow. My friends in my group who have bought helmet stocks have not bought it." On the evening of the 19th, the securities industry practitioner Ms. Wang said that starting May 10th, there were many trades in succession. Friends in the industry began to advertise helmets in the circle of friends.
"The price has risen too much, and the relevant departments will get it right away. The quick response has already begun to throw away, hurry up before the remediation." Ms. Wang said, her friend circle has stopped a lot.
Penalties for not wearing helmets are limited to motorcycles, "little eMule" exits group chat
"Remediation" really came soon. On the afternoon of May 20, the Traffic Management Bureau of the Ministry of Public Security issued a document saying that the Ministry of Public Security paid close attention to the price increase of electric bicycle safety helmets, and actively cooperated with market supervision departments to strictly investigate price violations.
At the same time, the Traffic Management Bureau of the Ministry of Public Security requested that all localities should steadily promote the "one helmet and one belt" security guardianship operation. As of June 1, the scope of law enforcement punishment is limited to traffic violations that do not wear safety helmets while riding motorcycles and do not use seat belts when driving cars. Continue to carry out propaganda and guidance on the behavior of riding an electric bicycle without wearing a safety helmet, and it has not yet been included in the scope of law enforcement punishment.
"I ordered a total of 9 helmets on the 18th. I want to see who will ship first. As a result, none of them have been sent yet, but I have waited for the notice from the Ministry of Public Security that the electric cars are not fined." (Pseudonym) told reporters that he had returned all 9 orders.
The historical price query software shows that the price of a helmet has suddenly dropped.
The "quit group chat" of electric cars will undoubtedly have a huge impact on the sales of helmets.
According to 2018 statistics from the Traffic Management Bureau of the Ministry of Public Security, the number of motorcycles in China is about 87 million. The data disclosed at the 2019 China Bicycle Industry Conference shows that China's social holding of electric bicycles is close to 300 million. Looking now, the urgent demand in the helmet market will be cut by about three-quarters. Earlier, some agencies predicted that the implementation of the "One Helmet and One Belt" New Deal would require a helmet demand gap of over 200 million.
"I also understand that the policy was introduced to protect us. My little eDonkey can soar up to fifty or sixty yards at the fastest, which is not much different from a motorcycle. I knocked my head and blossomed." Shi Xiao said that when the helmet price stabilized When I come down, I will buy one immediately.
Helmet concept stocks lose weight, more than 100,000 investors or quilt cover
After the above-mentioned notice was issued by the Traffic Management Bureau of the Ministry of Public Security, the capital market responded quickly on the 21st. As of the midday closing on the 21st, the helmet concept stocks were frustrated across the board. Nanjing Julong, which had three consecutive daily limits, fell by 9%, and Yizumi fell nearly 9%. National Science and Technology, Sanfu Outdoor, and Xinri shares all fell to varying degrees.
According to the information on the number of shareholders disclosed by listed companies, more than 100,000 stockholders will be affected by this. If it is too late to sell their stocks, they may be entangled.
Nanjing Julong shares fell.
The abnormal volatility of stock trading has also scared listed companies to come forward to "clear relations" to remind investors to pay attention to risks.
On the evening of May 20, National Technology announced that the company does not produce helmets at present; some helmet raw materials on the market are ABS, PC, etc. The company's modified engineering plastics include modified ABS, modified PC and other materials, but the Other materials are not directly supplied to helmet manufacturers, and the company's modified ABS, modified PC and other materials have low sales revenue and profit.
Nanjing Julong also said that at present, the company's raw materials used in helmets are only sold in small amounts, accounting for a small proportion of the company's main business income, and will not affect the company's operating performance.
Before the market opened on May 21, Yizumi stated on the investor interaction platform that since April, the company's orders from the injection molding machine sector have performed well. The production of helmets is one of the application scenarios of injection molding machines. The introduction of new helmet policies will benefit the development of related injection molding machine companies, but the demand for helmets needs to be tested by the market. The company will continue to pay attention to this demand and strive to provide customers The optimal solution.
The price of the helmet plummeted, and the "overlord " would cry and faint in the toilet
Awake overnight, not only the investors, but also the lords.
"February masks, March mask machines, April meltblown cloth, May helmets, and Yueyue have a chance." Many of the people in the helmet circle that spread these words were those who sold masks at the beginning of the year-fishing The sweethearts want to make a profit again, and the losers want to make a comeback.
Data from 1688 shows that 88 buyers purchased more than 5,000 helmets in the last 7 days, with a cumulative purchase of 1.58 million helmets. This shows that some people are hoarding helmets in the market in order to make huge profits.
Earlier, the reporter learned that in the helmet factory, the early calls were almost exploded. All the orders were from the “downlord” who had sold clothes and masks before. The opening required hundreds of thousands of orders, and he could also take money to fly. Look at the goods. Some people have already sold more than 800,000 helmets.
The price of helmets has plummeted, and it has returned to its original level overnight. Someone has said, "To cry in the toilet."
In fact, before the Ministry of Public Security issued a document, the price increase of helmets has recently been concerned by many relevant departments.
The reporter sorted out and found that on May 19, market supervision departments in Hebei, Zhejiang, Nantong, Jiangsu, Nanning, Guangxi, and Nanchang, Jiangxi, and other places have successively stated that they will severely crack down on illegal activities such as spreading price increases and driving up prices in the helmet market. .
The frequent occurrence of helmet frauds also attracted urgent reminders from the National Anti-Fraud Center.
Image source: Weibo @ 公安部 刑案 局
On the 20th, the official microblog of the Criminal Investigation Bureau of the Ministry of Public Security issued a statement saying that the National Anti-Fraud Center reminded that if you see an advertisement for selling helmets in your circle of friends and social groups, you must not blindly buy or click on the link sent by the other party to enter personal information. Verify the identity of the seller and the source of the goods, and beware of losses due to fraud.
The short-lived "helmet myth" is about to burst, do you still want to buy a helmet? (Finish)