While the stall economy brings fireworks to all parts of the country, it also heats up some car companies, especially those involved in the sale of trucks. On the other side, bicycles and electric bicycles are beginning to be sought after in the United States and Europe, respectively.
Surge in bicycle demand
Under the epidemic, people in Europe and the United States are worried that they may be infected with the new crown virus by taking public transportation. At the same time, for the purpose of fitness, cycling is the first choice for travel.
According to data from the N.P.D Group, a market consulting agency, in March this year, sales of bicycles, equipment, and repair services nationwide almost doubled compared to the same period last year. Compared with the same period last year, the sales of commuting and fitness bicycles increased by 66%, the sales of leisure bicycles increased by 121%, the sales of children's bicycles increased by 59%, and the sales of electric bicycles increased by 85%.
In May, China’s exports of electric bicycles to Europe skyrocketed. According to data from Alibaba’s cross-border e-commerce platform, bicycle sales in the Spanish market increased by more than 22 times over the same period last year, and Italy and the United Kingdom also increased by about 4 times. The orders from domestic manufacturers are scheduled to be 1 month later.
The rapid growth of domestic and foreign sales and express delivery services in the epidemic has stimulated a surge in demand for terminal electric bicycles.
Rising demand for bicycles unleashes plastic opportunities
●Saddle: Elastomer polyurethane
Bicycle saddles are designed to absorb impact and improve stability. The materials need to have comfortable, breathable, elastic and shock-absorbing effects. In this regard, the commonly used materials are elastomeric polyurethane materials.
●Tire: Polyurethane
Bicycle tire materials need to have characteristics such as wear resistance, shock absorption, and low resistance. Commonly used materials include rubber and plastic. In terms of plastics, polyurethane has become an important material in recent years.
Compared with rubber solid tires, the weight of polyurethane solid tires can be greatly reduced, the shock absorption is better, the ground resistance is reduced by 30%, and no rubber vulcanization is required, which is more environmentally friendly.
●Car lights: PC, PMMA
At present, the material commonly used for lamps is PC, but most of the materials used in shared bicycle lamps are PMMA. This is because PMMA is superior to PC in weather and ultraviolet (UV) radiation resistance. At the same time, it has excellent comprehensive performance. Transparent material, PMMA has excellent light transmittance, the light transmittance is up to 92%, and the apparent gloss is good.
●Handle cover: TPE/TPR
Common bicycle handlebar material applications include: TPE/TPR individually formed ordinary bicycle handlebar covers; TPE/TPR overmolded bicycle handlebar covers, overmolded with common PP, ABS, PA hard plastics, and nylon process Complex; high-end bicycle handlebar cover, usually made of TPE/TPR soft material of 10-30A and TPE/TPR hard material of 70-90A two-color injection molding, feels more soft, delicate and smooth, widely used in big brand bicycles. In addition, bicycle pedals need to have good wear resistance, mainly applied to engineering plastics, such as nylon.
Stalled economic boom
During this year's National "Two Sessions", Yang Baoling of Tianjin put forward the proposal of "economy of stalls", which caused a general resonance among the people. With the urgent need for a recovery in my country's economy, the vitality of the land-sharing economy can effectively boost domestic demand.
Premier Li Keqiang commented on the Chengdu stall economy, 36,000 stalls, and 100,000 people were employed overnight, and highly praised this model.
It has the functions of commercial activities, strong maneuverability, small footprint, various flexible sales vehicles, small mobile dining cars, ice cream snack cars, barbecue cold drinks multi-functional sales cars, mini freight cars, etc. .
Most of the truck body adopts new high-density and lightweight PP honeycomb composite material or FRP composite material, which is anti-corrosion and heat insulation, anti-bacterial and anti-erosion, waterproof and acid and alkali resistant, durable!
As an example of an important thermal insulation box, the thermal insulation material is usually a polyurethane insulation board with a certain density, the fabric is reinforced with glass fiber, and is bonded with unsaturated resin glue.
In addition to vehicles, the "food, clothing, daily use" chemical sector benefits
The economic products of the stalls are concentrated in the “food, clothing, food and daily use” aspect. Almost half of the goods in the stalls are plastic products: net red fans, various toys, charging treasures, headphones, USB charging cables, plastic cups, disposable knives and forks, dishes , Packaging bags, etc., large-scale centralized purchase of products is conducive to destocking of chemical products.
(1) From the perspective of clothing and footwear, the chemical fiber and rubber plates should be destocked. The raw materials for clothing are mostly chemical fiber. The raw materials for soles are mainly synthetic rubber or polyurethane products such as EVA and TPU. The outbreak of clothing and footwear is conducive to the destocking of chemical fiber and rubber products.
(2) From the perspective of food, it will benefit the demand for food additives. Among the food stalls, the more common ones are various grills and skewers, and the marginal demand for food additives is significant.
(3) Good for plastics, surfactants and daily chemical industry. The more common products in the stalls are daily necessities such as basins and buckets, which are mostly plastic products. Daily necessities such as cleaning soap, washing powder and washing liquid contain surfactants and other chemical products.
