In the first four months of this year, textile companies were roughly divided into two categories: fire and ice:
Companies that have nothing to do with epidemic prevention materials are facing anxiety about resuming work, order cancellations, rising freight costs, missing customers, and new products. Problems such as difficulty in opening orders; companies related to epidemic prevention materials (or companies that quickly pivoted) have ushered in a period of explosive dividends. Making money every day is not a dream, and many people have even achieved it in just two months. achieve financial freedom.
Helmets and raw materials are rising, and many textile traders are starting to make quick money again!
Masks in February, machines in March, meltblown cloth in April, and helmets in May! People sit at home and melons come from the sky. Those who swim in melt-blown cloth have not yet come ashore, but the new “Traffic Star” helmet has arrived again!
Recently, the Traffic Management Bureau of the Ministry of Public Security issued a notice that starting from June 1, the “One Helmet, One Belt” safety protection operation will be carried out nationwide to investigate and correct motorcycle and electric bicycle riders who do not wear helmets in accordance with the law. Safety helmets and car drivers and passengers do not use seat belts.
Some people have estimated that there are currently 300 million electric vehicles in society, and the number of electric vehicle helmets is less than 30%, which will create a demand for at least 200 million helmets. Assuming that the average plastic usage of a helmet shell is 500g, the potential market usage of electric bicycle helmet plastic is 200 million pieces * 500g/piece = 100,000 tons.
Under the epidemic, besides melt-blown materials, can modified plastics find a better incremental market than this? It smells good!
No, in the circle of friends, the popularity of safety helmets has exceeded that of melt-blown materials.
Many textile traders have recently begun to sell helmets again. They generally say that if they have quick money, they will Earn, like those who were the first to enter the market selling masks, non-woven fabrics, and meltblown fabrics, have now made hundreds of millions. Even the price of helmets has risen from 35 yuan to 85 yuan in just a few days, and some have even risen to more than 100 yuan. After the price soared, everyone’s attention soon turned to speculating on helmets. Similar routines like the rush to buy masks a few months ago have appeared again. The normal wholesale price of helmets is only a dozen yuan, but now it has increased to dozens of yuan. Even if the profit of a helmet is 2 yuan, an order of 100 yuan can make a thousand yuan, and it is easy to make more than a dozen orders a day. Income is tens of thousands. In wholesale markets such as Yiwu, many people became rich overnight by flipping their helmets on.
In the era of survival of the fittest with meltblown masks, the popularity of safety helmets has skyrocketed, and related material companies, processing companies, and equipment companies have ushered in a wave of upsurge. .
Be cautious when entering the market! Don’t let a “life-saving” helmet turn into a “life-threatening” pitfall!
When the tide recedes, the naked swimmers can no longer hide.
In the stock market, when you realize that the bull market is coming, half of the real bull market has passed, and most people who are chasing profits eventually become “leeks” and “takers.” In the current market for epidemic prevention supplies and helmets, this is not the case.
1. Masks: Substandard products have lost their living space
The highest point of the “wind outlet” is none other than masks.
According to Tianyancha’s keyword search, there are nearly 100,000 companies involved in masks across the country, and nearly 40,000 have been registered within one year. At present, unqualified masks have lost their living space. Today, China’s daily mask production capacity has exceeded 100 million, the supply of masks is becoming increasingly abundant, and prices continue to fall.
This is the search popularity trend of “face mask” on Google Trends this year. It can be seen that after reaching the peak on April 4, the current search popularity has shown a sharp decline trend.
The editor recently learned from multiple channels that most of the small businesses that entered the production of melt-blown cloth after April are now spending money There are those who have nothing to return to, and some who have lost everything because of it.
2. Melt-blown cloth: After “shock” therapy, those who have just entered the industry have lost all their money and want to cry without tears
Melt-blown cloth is the core raw material of masks and is also used It is one of the products that has been hit by the epidemic.
At the craziest time, the price of meltblown cloth on the market was “one price a day”, even rising by tens of thousands of yuan a day. In April, meltblown cloth even reached a high of 600,000 yuan/ton. As of April 10, 867 companies involved in the production and sales of meltblown fabrics have been registered in Yangzhong City. The local market supervision department stated that there was no industrial cluster specializing in the production of meltblown fabrics in Yangzhong City before. Almost all of the more than 800 companies currently registered were newly registered or changed their business scope after the outbreak. Due to the lack of production equipment, at least half of them are not currently in actual production. A large amount of unqualified melt-blown cloth flows into small and medium-sized mask manufacturing factories through the “Taiye” circle of friends and WeChat groups. This is where the source of many substandard masks comes from.
On April 15, Yangzhong City implemented melt-blown technology throughout the city.In the “shock” therapy of the cloth industry, meltblown cloth production enterprises and individual industrial and commercial households will suspend production for rectification until the products meet relevant quality standards and the production environment and facilities meet safety and environmental protection requirements, and then they can restart after approval.
For a time, the market was greatly shaken. New entrants in the industry lost all their money and cried without tears. Unqualified manufacturers either sold off their equipment and left as soon as possible, or moved to nearby Taizhou, or moved to Anhui, Shandong, and Jiangxi. Waiting places.
Now the national team has ended. Enterprises such as Sinopec and SINOMACH have switched to production and increased production. A variety of alternatives to melt-blown fabrics have come on the market, and the price of melt-blown fabrics has begun to fall. Production has increased, standards have been determined, and supervision has become stricter. This era of huge profits has also come to an end.
3. Forehead thermometer guns: The “tramps” who hoarded goods began to sell them at a loss
Forehead thermometer guns have almost become a standard item for everyone during the epidemic period.
Before mid-March, the market price of forehead thermometer guns once soared to more than 400 yuan each. The high profits attracted a large number of speculators, and also attracted a large number of clothing and toy factories affected by the epidemic to change production. According to data from Tianyancha, between February 1 and March 30 alone, the number of new temperature gun business companies nationwide reached 984, an increase of 1993.62% over the same period last year. However, as many companies rushed in, the supply went from shortage to sufficient, and even reached saturation in a short period of time.
The market for forehead thermometers cooled down rapidly at the end of March, and the “bad guys” who were hoarding goods had to start selling at a loss in tears.
Be careful what you fry! Only by focusing can textile workers survive
The hype and profit-making market for protective products such as masks has its own special background. Mainly because of the epidemic, masks are in urgent demand, and masks are consumables with huge demand. In addition, the production capacity of masks is increasing slowly, which is greatly affected by the raw material meltblown cloth.
But helmets are not consumables, and you can use them for a long time if you buy one. They are not strictly needed, and the price is too outrageous, so you don’t need to ride an electric bike. They have low technical content, cheap raw materials, and rapid production capacity expansion.
Therefore, the market for helmets will not last long, and prices will not rise outrageously. As long as the factory is willing, it can increase supply and quickly reach a balance between supply and demand.
Be careful what you fry and paste!
When the tide recedes, the naked swimmers can no longer hide. Opportunities are partly reserved for those who are prepared, partly for those with vision, and partly for those who focus on themselves. Now you should still do your own job well and practice your own internal skills during the off-season, so that you can occupy a place in the textile market when the epidemic is controlled and the market recovers. </p
