杭州桑拿会所

Is the helmet stock turned off?Pioneer has fallen after rising, some listed companies shouted “don’t sell helmets”
After the mask fire, the helmet fires.Affected by the policy budget, the helmet has quietly become popular recently.According to JD.com ‘s big data, since May, motorcycle and electric vehicle helmets have received widespread attention from consumers. The search volume has reached 8 times the same period last year, and the cumulative increase in turnover has also been close to 400%.Especially in Jiangsu, Henan, Tianjin, Yunnan and other regions, the turnover of helmets is more than 10 times the same period last year.The A-share “helmet concept stock” also came into being and ushered in a surge.However, due to the skyrocketing helmet prices and other reasons, the relevant departments quickly shot.On the afternoon of May 20th, the Ministry of Public Security’s Transportation Bureau official micro announced that the Ministry of Public Security is closely monitoring the price increase of electric bicycle safety helmets, requiring all regions to steadily promote the “one helmet and one belt” safety maintenance operation, and actively cooperate with market regulatory authorities to strictly check pricesIllegal behavior.Affected by this news, on May 21, helmet concept stocks have been declining across the board.The growth of the hot stock of the helmet fire concept, National Science and Technology, Nanjing Julong, Double, Double, and Triple Boards recently, the Traffic Management Bureau of the Ministry of Public Security deployed the “One Helmet and One Belt” security guard operation, requiring the public security and transportation departments around the country to strengthen publicity and guidance and enhance people’s awareness of safety helmets.After the announcement, local governments responded.Since May, helmet sales have skyrocketed.The price of helmets is also rising, almost overnight, and the price increase of helmets has become a hot topic among the people.With the heated speculation of the helmet concept, the stock market quickly responded.According to iQicai data, there are currently 7 helmet concept stocks in Shanghai and Shenzhen, namely National Technology, Nanjing Julong, Sanfu Outdoor, Yizumi, Jihua Group, Topstar, and Xinri.From the market opening on May 18 to the closing on May 20, the total market value of these seven stocks increased incrementally by about 30.5.6 billion US dollars, of which, National Science and Technology and Nanjing Julong each received three daily limit.National Technology is mainly engaged in low-carbon, environmentally friendly polymer materials business, supply chain management business, auto parts business, etc.Sauna, Yewang noticed that National Technology “has already produced helmets”.At present, some helmet raw materials on the market are ABS, PC, etc. National Science and Technology modified engineering plastics have modified ABS, modified PC and other materials, but these materials are not directly supplied to helmet manufacturers.In 2019, National Technology ‘s net profit attributable to shareholders of listed companies is about 2595.740,000 yuan, an average of 53 a year.23%, according to its performance report, there are 5 reasons: investment in the newly established Dongguan National Wanquan Shoes Co., Ltd., Zhaoqing Guoli New Materials Co., Ltd., Guangdong Guoli Tongying Technology Development Co., Ltd. and other holding subsidiaries, becauseAt the initial stage of establishment, the initial expenses were reduced and the production capacity was not fully released; in 2019, due to the commissioning of the second phase of the headquarters and the expansion of the business scale, the depreciation expenses increased compared with the same period of the previous year;The layout and the increase in capital demand led to an increase in interest expenses; non-recurring income decreased compared with the same period in 2018.In the first quarter of this year, affected by the epidemic, National Science and Technology was in trouble.The situation of Nanjing Julong is similar to that of National Science and Technology. At present, Nanjing Julong’s helmet raw material products are only sold in a small amount, accounting for a small proportion of its main business income, and will not affect the operating performance.Before becoming a member of the helmet concept stock, Nanjing Julong ranked among the mask concept stocks. From the performance point of view, Nanjing Julong increased profits last year and did not increase revenue. In the first quarter of this year, it was also affected by the epidemic.In addition, Nanjing Julong also publicly stated recently: “Since mid-May, the market demand for polypropylene melt-blown materials (mainly used in masks, protective clothing, filter materials, and medical and health industries) has shown a trend.”” Helmet concept stocks fell across the board today. Nanjing Julong’s announcement declined somewhat. The madness of stopping the helmet market triggered a heated discussion among the people, and it quickly attracted the attention of relevant departments.On the afternoon of May 20th, the Ministry of Public Security’s Transportation Bureau official micro announced that the Ministry of Public Security is closely monitoring the price increase of electric bicycle safety helmets, requiring all regions to steadily promote the “one helmet and one belt” safety maintenance operation, and actively cooperate with market supervision departments to check pricesIllegal behavior.Affected by this news, on May 21, it replaced 7 stocks across the board and ended the closing on May 21. Nanjing Julong and Yizumi’s daily limit fell, and National Technology’s single-day decline also exceeded 5%.In fact, on the evening of May 20, National Science and Technology and Nanjing Julong issued an announcement “Clarification”.National Science and Technology stated that “the company currently does not produce helmets; currently the helmet raw materials on the market are ABS, PC, etc. The company’s modified engineering plastics have modified ABS, modified PC and other materials, but these materials are not directly supplied to helmet manufacturers.The average sales revenue and profit ratio of the company’s modified ABS, modified PC and other materials are not expected to have a significant impact on the company’s performance.”Nanjing Julong said,” At present, the company’s helmet raw material products 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.”Xinri shares replied to investors on the interactive platform:” In the end, currently the company’s helmets are sold outside and sold as one of the company’s electric two-wheeled vehicle accessories. Dealers can buy them. The sales of such accessories account for a relatively small amount.”And” As of now, the company does not have a helmet production line, and the company does not manufacture helmets for electric vehicles.”In addition, Sauna and YeeNet have noticed that there are also many listed companies that have been questioned by investors on the interactive platform whether they are operating or involved in the helmet business. Therefore, Canaan Technology, * ST Haiyuan, Disen, * ST Southeast, XingyeTechnology and other listed companies made it clear that “the company has no equipment and technology for making helmets”, “the company’s products do not involve the production of helmets”, “the company and its subsidiaries have no helmet business”, “the company’s products do not involve helmets”, “currentlyThe company has not yet cooperated with helmet manufacturers “.Will helmet concept stocks catch fire?Although the helmet took over the mask in May, and the melt-blown cloth class became the current hot commodity, but from the perspective of the stock market these days, the popularity and durability of the helmet concept stocks are not as good as the previous mask concept stocks.And melt-blown cloth concept stock, then, helmet concept stock will be hot?New Times Securities believes: On April 21, the Traffic Management Bureau of the Ministry of Public Security issued a notice to deploy the “One Helmet and One Belt” security guardianship operation.As of June 1, 2020, “check and correct motorcycles, electric bicycle drivers and passengers do not wear safety helmets and riders and drivers do not use seat belts”, which will drive the helmet industry chain demand outbreak in the short and medium term.”Every year, the number of electric bicycles exceeds 300 million, and the number of motorcycles is 67.65 million.At present, the national helmet penetration rate is extremely low. It is conservatively estimated that the production and sales of helmets will not exceed 50 million per year, increasing the helmet demand gap or exceeding 300 million. Assuming an average price of 100 yuan / piece, corresponding to 30 billion market demand.”New Times Securities analysts said.However, there are also voices in the market that “the demand for helmets and masks are significantly different. The demand for masks comes from the spontaneous consumption of consumers. Before the epidemic is over and the output does not meet the demand, the consumption of masks is urgent and irreplaceable.”Although the helmet of a safety helmet is very important, people still cannot form the awareness of the helmet. Therefore, the demand for helmets needs to be guided by policies, so the helmet may only bring short-term hype.”Yang Delong, chief economist of Qianhai Open Source Fund Company, believes that helmet concept stocks are conceptual hype. This short-term speculation may not be strong. It is recommended that investors look at the long-term and focus on sectors and stocks with good fundamentals.Sauna, Ye Wang editor Yan Weijia proofreading Xue Jingning