Europeans burst into Chinese electric blankets!Industry: Sober!Lack of energy is not a lack of electrical appliances!

Our reporter Shu Yajiang "Our winter heating artifact was discovered by foreigners!" "Electric blanket saves power than air -conditioning!" Essence According to data from the General Administration of Customs, the number of Chinese electric blankets imported by 27 EU countries increased to 1.29 million in July this year, an increase of nearly 150%month -on -month. In the secondary market, electric blankets and heating home appliance industry chain companies represented by Rainbow Group are popular with funds. Some staff members of the electric blanket industry lamented: "In the past, electric blankets have not received much attention in the home appliance industry. The recent waves of high popularity have not been expected." However, many analysts interviewed by reporters from the Securities Daily also reminded Tao, such a "air outlet" may only be a short -term effect. Investors need to look at the export of Electric Highlights in a rational view of Electric Household Appliances, and companies must also be alert to the risk of slow sales and overcapacity brought by the fluctuations of short -term demand fluctuations. Excessive optimistic about the "irrational" export of Electric Household Appliances, with the promotion of the European consumer market, the Chinese electric blanket industry has become hot. According to media reports, some Chinese electric blanket manufacturers have doubled the sales of electric blankets this year, and have doubled their growth. The factory has a full load production of 24 hours. The employees have also expanded in three shifts. The monthly sales reached 100,000. The secondary market is also hot. The Rainbow Group is considered the leader of A -share electric blankets. In the first half of 2022, "Household Flexible Heating Products" represented by electric blankets (cushions), electric heating hands, etc. contributed 346 million yuan in operating income to the company, accounting for 64.93% Essence According to reports, Rainbow Group has obtained some overseas orders this year, and the export business is currently "in the early start exploration stage." Recently, Rainbow Group's stock has risen several times. As of the close of September 28, the company's stock price hit a new high at 29.04 yuan/share, and the cumulative increase in September reached 60.98%. In addition, Ryde Smart, which provides controller supporting services for electric blanket brand customers, has also attracted the attention of the market. Although the market conditions and public opinion are enthusiastic about "electric blankets", analysts have reminded that analysts need to be alert to the risks existing under the stage of the industry. Jiang Han, a senior researcher at Pangu Think Tank, told a reporter from the Securities Daily that the recent hot sales of Chinese electric blankets are mainly due to their advantages in energy conservation, environmental protection and heating, but this "air outlet" is short -term. Whether electric blankets still have such a high demand will be unknown. At that time, some manufacturers may have the risk of excess capacity. In addition, analysts said that European actually lacks energy, not electrical appliances, so the real demand of electric blankets may not be large, and the risks of delay and order payment in the future are worthy of vigilance. It is worth mentioning that enterprises should realize diversified, export layouts in multiple regions and improve their profits. Recently, the Rainbow Group has issued two announcements of stock transactions twice. The company said that some electric blanket export orders have been obtained this year, but the number of single orders is low and the overall amount is small, and it has not been "substantially impact" on the company's income. In the context of analysts call for "calm", what measures can companies take to avoid risks under the boom of the electric blanket industry? Some people in the industry admitted to the "Securities Daily" reporter: "It is really difficult to predict whether the popularity of imported electric blankets in Europe. At present, our export orders basically choose to do current transactions, which is safer. If the foreign market in the future, The demand for electric heating blankets has reduced. With the high requirements of quality control and channels, some small and medium -sized enterprises may re -optimize the production and production and factors in the short term to complete the transformation; Professional production enterprises may still focus on their own business, and pursue the process of accumulation and long -term accumulation. "Zhang Dexin, editor -in -chief of the Chinese cultural tourism innovation and entrepreneurial think tank, suggested that domestic electric blanket companies need to conduct a certain data survey and analysis. In this context, cautiously invest, not blindly optimistic. At the same time, it is also necessary to make preparations for turning in domestic sales after excess capacity, and continuously improve the optimized product style and performance.

Picture | Site Cool Hero Bao Map.com

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