Cycling hot superposition key components are short of, multi -brand bicycle off -selling price rises

This summer, it is difficult to find a bicycle.

On the one hand, the epidemic has enlarged people's enthusiasm for cycling, and on the other hand, especially the key accessories of the high -end bicycles, the supply of Jubilee is not smooth, which prompts the price increase pressure transmission.

It is difficult to find a bicycle in one car, and the entry price is over 10,000

"Mountain vehicles, Pingma Highway cars, sports highway vehicles, 24 -inch youth bicycles and other models have been out of stock. Consumers need to book in advance, but it is difficult to guarantee the delivery time." Financial reporters said that during the epidemic, people's fitness and place turned to outdoors, and cycling became new fitness and social hot words. On the other hand, it is due to the unstable delivery period of the key accessories of the bicycle.

Not only Giant, most of the high -end bicycle brands such as Merida and Cui Ke are facing the above situation.

Blue Whale Finance reporters saw in Taobao's Cuke flagship store that bicycles are out of stock.

Picture source: Taobao Cark flagship store

Crocke's flagship store customer service told the Blue Whale Finance reporter that the page can be taken on the page that it is available. If it cannot be photographed, there is no stock.

In addition to the tight supply, the price price of bicycles is also increasing.

Mr. Su, a cycling enthusiast, told the Blue Whale Finance reporter that highway cars have gradually surpassed mountain cars in recent years and become the main choice for cycling. Most of the entry funds are carbon fiber frames. The material determines that the body is very light and the intensity is high. In addition to the 105 sets of Juba, the price ranges from thousands to tens of thousands of yuan. It can not only meet the needs of highway cycling, but also have a certain cause of comparison.

"The average unit price in our store is about 7,000 yuan. And the two price segments of 5,000 yuan to 10,000 yuan, 10,000 to 20,000 yuan are the most easy-to-choose models for novices. The tribal sports manager Lin Lin told the Blue Whale Finance reporter that due to the heat of the cycling, the sales revenue in the store this year rose about 50%year -on -year, and some of the peer stores rose to 30%.

The supply of Jubano is not smooth, and the overall price is floating

In fact, this summer bicycle "break" is not only taken in the country, but the world's high -end bicycles must face this situation, because key accessories are not supplying smoothly.

Ximano is a Japanese manufacturing company that occupies the world's bicycle component supplier. Taking the key accessories of bicycles as an example, the global transmission market is currently monopolized by the three major brands of Ximenano, Shito and Campagnolo. Among them, Ximano's global share is more than 60%.

"Basically, 80%of the transmission bicycles are all configured with Jew Mano. The epidemic has led to the extension of the Jew Manoo's time. The number of core components that the factory can get is decreased. This year's demand has led to a difficult situation of a car this year. "Lin Lin said that in addition, another transmission brand Speed ​​Fortune adopted by mid -to -high -end bicycles also faces the instability of the passage.

"In November last year, the order was available, and the accessories were available for half a year. The orders scheduled this year have been ranked until 2023, and even some of them until 2024." Naoliang is called.

Bicycle manufacturers are also seeking alternatives.

A industry insider told Blue Whale Finance reporters that low -end bicycles below 2,000 yuan in China have begun to use other brand accessories, such as blueprints and Shuntai, but on high -end cars above 3,000 yuan, they are still configured with Jubilee. One is because consumers are consumers. It is more recognized, and the second is because of the product accuracy, quality and process of Jewisho, other brands are difficult to replace.

At the same time, the upstream prices of the supply chain generally rise.

According to public data from the China Bicycle Association, in the first quarter of 2022, the price of upstream raw materials in the bicycle industry rose by more than 10%year -on -year.

"Last year, prices were generally increased, and it rose three times in a row. This year has not yet risen. Tires, chains, and Ximano are raising prices. And the domestic brand Ruibao has a price increase. "Lin Lin said.

"Affected by the costs such as raw materials and transportation, the overall price of Giant has risen slightly, and the price adjustment of some models is larger." Na Liang said.

Industry insiders believe that the state of short -term bicycles is expected to be difficult to relieve.

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