Affected by the Russian-Ukrainian war, European energy supply is tight. According to mainland media reports, the cold winter is approaching, and due to the lack of guaranteed heating energy, the “eight-piece winter” autumn clothes and long pants (thermal underwear), bare leg artifact (thermal stockings), thermal fleece pajamas, hot water bags, hand warmers produced in China Treasures, heaters, electric blankets and turtleneck sweaters were “bullied” by European consumers. Related heating concept stocks were also “buried” by Chinese investors.
AP picture
According to the “Sino-Singapore Jingwei” website, the European energy crisis and the cold winter are coming, and thermal underwear, which is indispensable for Chinese people to spend the winter, is appearing in the wardrobes of European consumers. According to data provided by the local cross-border platform AliExpress, since October, the sales of thermal underwear have increased by 246% month-on-month. Among them, the sales of thermal underwear in France, Germany, Italy, the Netherlands, Poland and other countries have more than tripled the month-on-month growth.
In addition, thermal stockings have also become popular in Europe, with sales increasing by 131% month-on-month since October, and women from the Netherlands, Germany and France are the most popular “magic stockings” made in China.
AP picture
Thermal underwear sales tripled
Sales of thermal fleece pajamas in China have also grown in Europe. According to data from AliExpress, in Europe, the sales of fleece pajamas have increased by 95% month-on-month since October.
At the same time, heating equipment is also selling well. Judging from the AliExpress platform, before October, the sales of small heating appliances had tripled in Europe, and energy products such as wind energy, solar energy, and energy storage batteries had also increased to a certain extent.
online pictures
Relevant Chinese concept stocks are also “buy explosion”
Data show that since October, sales of Chinese-made hot water bottles have tripled month-on-month across Europe. The hand warmer has increased by regarding 4.5 times from the previous month. Among them, consumers from the Netherlands, France, Germany and Poland are the most reliant on “warm artifacts” such as heaters, foot warmers, and electric scarves made in China. Data from the General Administration of Customs of China also shows that in July this year alone, the 27 EU countries imported 1.29 million electric blankets from China, an increase of nearly 1.5 times from the previous month.
Affected by the above news, the stock prices of listed companies in heating equipment production and supply chain continued to rise. Among them, the share price of Rainbow Group, a large electric blanket company, has soared. The share price has risen from 18.04 yuan (RMB, the same below) on August 31 to 40.7 on October 14, and its market value has also increased from early September. The 1.884 billion yuan has climbed to 4.29 billion yuan, and the market value has soared by 2.4 billion yuan in more than a month.
Hot water bottles made in China are popular in Europe.net map
