Recently, after many doctors and others reminded the elderly in the epidemic to be alert to the risk of "silent hypoxia", the popularity of oxygen generators has risen again.
On December 23, The Paper checked the sales of oxygen generators on major e-commerce platforms. Within a day, many oxygen generators were "buy out" by netizens and were out of stock. In the morning, the pre-sale oxygen generators were still displayed. , it was taken off the shelves in the afternoon.
A number of oxygen generator manufacturers told The Paper that production and sales are normal, and short-term demand is exploding, and they are stepping up production.
On December 23, concept stocks related to oxygen generators were mixed.
As of the close, Yahuilong rose 5.26%, Yuyue Medical rose 4.97%, Kefu Medical rose 3.96%, Jiuan Medical rose 0.97%, and Hangyang fell 2.34%.
Oxygen Concentrator out of stock
The Baidu Index shows that in the past 14 days, the search interest for oxygen generators has increased by 22% month-on-month.
Some e-commerce platforms said that compared with the previous month, the sales of oxygen concentrators and oximeters have not changed much.
Shanxi consumer Zhang Ying (pseudonym) has two elderly people in her family, one of whom has a serious cardiovascular disease.
In order for the old man to survive the "peak period of infection" of the new crown virus safely, she spent 2,690 yuan on the evening of December 21 to place an order for a 3-liter Yuwell 8F-3AW oxygen generator on the Jingdong platform.
Zhang Ying told The Paper, "When I was about to buy that night, it was already displayed that this item was out of stock in the current area, but after a while I refreshed it and found that there were three items left, so I quickly placed an order." On the afternoon of December 23, Zhang Ying successfully received the oxygen generator.
However, users who placed orders two days later were not so lucky.
On December 23, surging news reporters logged on to e-commerce platforms such as JD.com and Taobao, and found that oxygen generators were being sold out one after another.
Take the Yuwell oxygen generator purchased by Zhang Ying as an example.
At around 16:00 on the 23rd, in Yuyue Jingdong’s self-operated official flagship store, there was only one 8F-3zW oxygen generator with a capacity of 3 liters left, and an appointment was required to purchase it.
However, two hours later, all the oxygen generators in the store showed that they were out of stock.
The same is true for the Yuyue flagship store on the Taobao platform.
At 10:15 a.m. on December 23, a reporter from The Paper asked the store's customer service whether it was in stock, and the other party said, "At present, except for the oximeter, which is pre-sold, everything else that can be photographed is in stock."
However, it didn't take long for the small family atomized oxygen machine with 3L concentration of 90% to become pre-sale, showing that it will go on sale at 11 o'clock on the 23rd.
At 15:30 three hours after the pre-sale started, the reporter browsed the store again and found that this type of oxygen generator had been removed from the shelves.
As of 21:20, among the seven 3L concentration oxygen generators in the store, only two "3W medical standard" oxygen generators and "voice broadcast" oxygen generators were on sale, with prices of 4480 yuan and 3380 yuan respectively; Among the 8 models of 5L concentration oxygen generators, only one is on sale with a price of 5580 yuan, which is "the same medical standard as the pharmacy".
Similarly, there were originally 4 types of household oxygen concentrators in the flagship store of Kefu Medical Devices on the Taobao platform, but as of press time, only 1 type is still on sale.
At around 16:00 on the 23rd, the reporter came to Kefu Medical's live broadcast room to inquire about the stock situation. The anchor said, "(the out-of-stock model) is temporarily out of stock, and we have to wait for it to be put on the shelves. There are many people in the background filming, (the existing models) models) may be withdrawn at any time."
Regarding the launch time, the anchor said that he had not received any notification, "(The oxygen generator) was taken off the shelves just after filming, and it may take a while before it will be available. You can come and see it every day."
In Omron's official flagship store on the Taobao platform, no oxygen generator related products can be found.
The reporter asked the store's customer service, and the other party said that the oxygen generator was off the shelf, and had not received a notice of the time for the shelf, and it was out of stock.
In the self-operated flagship store of Omron JD.com, all oxygen generator products are out of stock.
Manufacturers say they are stepping up production
Compared with the sudden increase in demand for masks, antigens, and oxygen generators, is the company ready for production capacity?
The Paper reporter contacted several manufacturers as investors.
Kefu Medical Certificate told The Paper, “(Oxygen generators) seemed to be out of stock some time ago. After the (epidemic prevention policy) was released, many companies sold more oximeters and oxygen generators. We are also ramping up production."
As for the output of oxygen generators, the other party said that they did not know the specific figures, "The subsequent output will be determined according to market demand."
According to the official website, Kefu Medical mainly covers the five fields of health monitoring, rehabilitation aids, respiratory support, medical care and traditional Chinese medicine physiotherapy. company.
In terms of respiratory support, the company produces products such as ventilators, oxygen concentrators, Oxygen Handheld, portable oxygen concentrators, oxygen bags, nebulizers, and nasal care.
Regarding the increase in sales of oximeters and oxygen concentrators, the person said, “On the one hand, (increased sales) is good news for the company, but on the other hand, other basic products not related to the new crown will be relatively affected. For example, after (consumers) are infected, other non-essential and non-urgent products are not so eager to buy."
The representative of Yuyue Medical said, “At present, the production and sales of the company’s oximeters are normal, because there are some short-term demand explosions, and there has been a bit of production scheduling recently. The production and supply of oxygen concentrators will be better than that of oximeters.” For Whether it will expand production, the source said that the company will arrange production according to market demand.
According to public information, Yuwell Medical is a company whose main business is to provide household medical devices, medical clinical products and related medical services. Its products are mainly concentrated in business areas such as respiratory oxygen production, diabetes care, and infection control solutions. .
Yuwell Medical’s 2022 semi-annual report shows that in the business fields related to breathing and oxygen production, the company has a lot of experience and accumulation in R&D, manufacturing and sales. Among them, the company’s oxygen generator products are in a leading position in the industry.
During the period, the business scale of the company’s respiratory treatment solutions segment decreased by 16.85% compared with the same period last year. Compared with the high base of last year’s overseas epidemic orders, the oxygen generator products have declined to a certain extent. After removing the disturbance factors of the epidemic, the growth of its conventional business is still relatively obvious. .
Who needs to use an oxygen concentrator?
According to the official website of the State Food and Drug Administration, oxygen generators are also called small molecular sieve oxygen generators, medical molecular sieve oxygen generators, household molecular sieve oxygen generators, and portable oxygen generators. Using air as the raw material, without any additives, turn on the power supply at room temperature, absorb ammonia and other gases through molecular sieves, and then separate the oxygen with a purity of 73 ± 3% from the air, according to the maximum oxygen flow rate per minute. It is 1L, 3L, 5L, 10L oxygen generator.
The State Food and Drug Administration is in accordance with the management of second-class medical devices.
From a medical point of view, people with lung diseases, cardiovascular diseases, severe anemia and other diseases need to use oxygen concentrators.
However, various places are gradually ushering in the peak of new crown virus infection. Do ordinary families need to be equipped with oxygen generators?
According to the "Beijing Daily" report on November 18, Li Tong, chief physician of the Department of Infectious Diseases, Beijing You'an Hospital Affiliated to Capital Medical University, once said that oxygen generators are mainly used by patients with chronic respiratory diseases, and generally healthy families do not need to configure them at home. Oxygen machine.
Li Tong once believed that if chest tightness, wheezing, dyspnea or other symptoms of hypoxemia occur, he should go to the hospital as soon as possible. It is not advisable to use an oxygen generator to inhale oxygen at home. It is easy to cause oxygen poisoning and cause danger.
In recent years, with the aging population and the COVID-19 epidemic increasing people's attention to lung function, the demand for daily monitoring of lung function has become prominent, and oxygen generators have entered a stage of rapid development.
According to a research report released by Guolian Securities on October 31, from 2014 to 2021, the output of oxygen generators in my country will increase from 197,600 units to 4.16 million units, with an average annual compound growth rate of 54.54%.
In terms of market size, my country's oxygen generator market is growing rapidly.
According to the "2023-2028 China Oxygen Concentrator Industry Development Prospect Strategy and Investment Risk Forecast Analysis Report" released by Zhongyan Puhua Research Institute, the scale of my country's oxygen concentrator industry is about 4.05 billion yuan in 2019, and will increase to 5.586 billion yuan in 2020 .
According to the development trend of the industry, by 2026, the market size of China's oxygen generator industry will reach 15.723 billion yuan.