Recently, from Beijing to Chengdu, bicycle sales are hot.

In offline stores, it is difficult to find one car. Some stores sell 20 cars in 2 hours; some car dealers can only sell electric cars and repair cars due to serious shortages.

  The reporter's investigation found that after camping and Frisbee, a "riding fever" has quietly emerged among young people.

On social platforms, some netizens shared photos of "cycling fever": in Beijing, on Chang'an Street, where the lights were on, the cycling team couldn't see the end at a glance, and there was even a grand occasion of "traffic jams" every time they got off work; in Chengdu, The 100-kilometer Tianfu Greenway was crowded with young people who came to cycle and check in. Some netizens joked that "one-third of Chengdu people are riding the Tianfu Greenway."

  On July 4, cycling enthusiast Xu Guo told the Red Star Capital Bureau that young people's perception of bicycles is now changing from a means of transportation to a lifestyle, and gradually becoming a new "social currency".

  Phenomenon·

  "It's hard to find a car"

  Decathlon sells 20 bikes in 2 hours

  A car dealership sells electric cars due to out of stock

  Recently, from Beijing to Chengdu, bicycle sales are hot.

The mainstream bicycle models on the market include road bikes, mountain bikes, and commuter bikes.

The Red Star Capital Bureau found that in many flagship stores and offline stores of bicycles, popular models are often out of stock, and "one car is difficult to find" has become the status quo of the cycling circle.

  Wang Ke in Beijing told the Red Star Capital Bureau that when she bought a car, she took a fancy to a Decathlon model with a price of 1,299 yuan.

When she was about to buy it, the clerk told her that there were only two cars left in Beijing, and it would take a week to adjust the goods.

  Wang Ke also found that the bicycle area is the place with the most customers in the entire Decathlon store. In just 2 hours, at least 20 bicycles were sold.

  "Bicycles are very popular now. If you really want it, we can only keep it for you for 2 hours." On July 3, the clerk of Decathlon Beijing Siyuanqiao store told the Red Star Capital Bureau that the bicycle sales in the store have been very hot recently, with more than 2,000 yuan. models are the best sellers.

  Not only Decathlon, but also the bicycle brand Giant is also facing shortages.

On July 3, the owner of a Giant store in Chengdu said that since the beginning of the year, Giant's cars have been out of stock, and there are basically no existing cars to sell, which has a great impact on the business of the car dealership. Business.

  Offline bicycle sales are booming, and online is also ushering in explosive growth.

Taobao related data shows that during the "5.20" promotion period, Taobao bicycle sales increased by more than 50%.

JD Sports data also shows that in the pre-sale from May 23 to May 30, cycling categories such as bicycles and road bikes are one of the categories with the best sales of outdoor equipment, and the pre-sale orders for the entire cycling category are year-on-year. an increase of 240%.

  At the same time, consumer demand for mid-to-high-end bicycles is also increasing.

Xu Guo said that young people who join the cycling movement are more and more accepting of mid-to-high-end bicycles. "Road bikes of about 10,000 yuan are very popular." He said.

Liu Chen, who runs two comprehensive bicycle shops in Beijing, also told the Red Star Capital Bureau that bicycles of 10,000-20,000 yuan are the best-selling in his stores.

  The Red Star Capital Bureau noticed that some high-end bicycles retain their value better than low-end models.

On second-hand platforms such as Xianyu, some users have listed second-hand cars of British bicycle brand Brompton. If the color is rare, the condition is relatively new, and the original version is discontinued, the price is almost the same as the original price, or even higher than the original price.

Another user posted a Brompton second-hand car and wrote: "If this car doesn't go out, it's going to be swayed."

  investigation·

  "Ride Hot"

  Chang'an Street cycling team can't see the end at a glance

  One-third of Chengdu people are riding the Tianfu Greenway?

  In fact, behind the "hard to find a car" is the drive of the riding fever.

"It feels like it's back to the streets of the 1980s, full of bicycles," exclaimed Chen Xing, who commutes by bicycle in Chengdu.

  Since buying a bicycle in April, Chen Xing's commute has changed from driving to cycling.

In Chen Xing's view, cycling is not only free from traffic jams, but also a good way to exercise. It doesn't cost much to park and is cheap. "As long as it doesn't rain, I ride almost every day."

  Two weeks ago, Wang Ke in Beijing also bought a road bike.

Different from Chen Xing's commuting needs, Wang Ke likes to ride a bicycle after get off work, travel around Beijing at night, and ride dozens of kilometers every night.

  Not only Chen Xing and Wang Ke, but the Red Star Capital Bureau found that after camping and Frisbee, a "riding fever" has quietly emerged among young people.

  On social platforms, some netizens shared photos of "cycling fever": in Beijing, on Chang'an Street, where the lights were on, the cycling team couldn't see the end at a glance, and there was even a grand occasion of "traffic jams" every time they got off work; in Chengdu, The 100-kilometer Tianfu Greenway was crowded with young people who came to cycle and check in. Some netizens joked that "one-third of Chengdu people are riding the Tianfu Greenway."

  Beijing and Chengdu are just a microcosm of "cycling fever".

Up to now, there have been more than 1.24 million notes on "bicycle" on Xiaohongshu; videos on bicycle-related topics on Douyin have been viewed 7.5 billion times.

Qunar.com data shows that since June, the search popularity of "cycling" products has increased by nearly 50% compared with the same period in May.

  Liu Chen told the Red Star Capital Bureau that the reason for the rise of cycling is related to the suspension of indoor venues such as badminton halls, swimming pools, and gyms during the epidemic, and the reduction of indoor activity venues.

Customers turn to outdoor sports, and these people are also the main purchasers of bicycles.

  Xu Guo, a cycling enthusiast with a mileage of more than 200,000 kilometers, also clearly felt that after the epidemic, more and more friends joined cycling.

Now, Xu Guo will organize riders from time to time to "leisure riding" or "night riding" activities.

  Xu Guo found that young people's perception of bicycles is now changing from a means of transportation to a way of life, and has gradually become a new social currency, "a group of people riding more passionately".

  behind·

  "Performance Growth"

  Lifestyle drives the economy

  Outstanding performance of leading companies

  The "cycling wind" is blowing, and the performance of bicycle-related companies is also rising sharply.

  Relevant data from the Consumer Goods Industry Department of the Ministry of Industry and Information Technology shows that from January to August 2021, the operating income of bicycle (including electric bicycle) manufacturing enterprises above designated size in the country was 145.16 billion yuan, a year-on-year increase of 30.6%, and the total profit was 7.16 billion yuan, a year-on-year increase of 46.4%.

  Among them, the growth of leading listed companies is more obvious.

Shanghai Phoenix is ​​one of the leading companies in the bicycle industry.

Its financial report shows that in 2021, the revenue will be about 2.058 billion yuan, a year-on-year increase of 49.59%; the net profit attributable to the parent is 104 million yuan, a year-on-year increase of 71.26%.

  In the first quarter of this year, Shanghai Phoenix achieved revenue of 414 million yuan, a year-on-year decrease of 23.40%, but the net profit attributable to the parent was still increasing year-on-year, with a growth rate of 14.70%.

  Jiuqi shares, which are engaged in the design, R&D, production and sales of complete bicycles and their parts and components, also have a strong growth momentum.

In 2021, the revenue will be about 3.710 billion yuan, a year-on-year increase of 62.31%.

In the first quarter of this year, Jiuqi achieved revenue of 774 million yuan, a year-on-year increase of 3.31%.

  Jiuqi Co., Ltd. said that in terms of products, the company's adult bicycles and children's bicycles will contribute 1.215 billion yuan and 743 million yuan in operating income in 2021, up 100.5% and 33.69% year-on-year respectively.

  The financial report released by Giant Group, which is seriously out of stock, shows that the annual sales in 2021 will be NT$81.8 billion (about 18 billion yuan), an increase of 17% over 2020.

  While the performance is booming, the bicycle industry is also facing the dilemma of shortages in the upstream and downstream industry chains.

In Liu Chen's view, behind the booming bicycle sales is the big environmental impact of shortages in the upstream and downstream industry chains of bicycles at home and abroad.

Liu Chen told the Red Star Capital Bureau that carbon cloth, kits, and even tires all affect the assembly of a bicycle, and the impact of shortages is very large.

  For example, the "transmission", the core component of bicycles, has long been imported.

According to the Beijing News, 95% of bicycle transmissions costing more than 1,000 yuan in the domestic market are occupied by Japan's Shimano and American Speedlink. Among them, Shimano is currently the most widely used brand in China.

However, since 2020, Shimano's factories in the Philippines, Singapore, and Malaysia have temporarily suspended production. Due to the suspension of aviation, it is difficult for high-precision parts produced by Japanese factories to reach China.

  In March this year, Shimano, a Japanese bicycle parts company, issued a price increase notice saying that due to changes in raw material costs and factors such as production and transportation, the company adjusted product prices from May 1, of which bicycle parts rose by 0.5%- 4%, repair parts rose 4%-7%.

Will the pressure of rising prices of core components be transmitted to the terminal?

Time to verify.

  Chengdu Business Daily-Red Star News reporter Yu Yaoqiang Yaxian

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