水银体温计在线销售涨十倍,这些上市公司股价集体上涨
第一财经·2025-12-15 07:48

Core Viewpoint - The article discusses the impending discontinuation of mercury thermometers starting January 1, 2025, leading to a surge in consumer demand and price increases for these products [3][4]. Market Reaction - Following the announcement, stocks of companies like Ji'an Medical (九安医疗) and Antai Technology (安泰科技) saw significant price increases, with Ji'an Medical rising over 5% on the first trading day after the news [3][4]. - The price of mercury thermometers has skyrocketed, with reports indicating that prices have increased from around 5 yuan to nearly 40 yuan in some cases [3][4]. Consumer Behavior - There has been a noticeable increase in consumers purchasing mercury thermometers, with some buying in bulk, leading to shortages in pharmacies and a tenfold increase in online sales [3][4]. Health and Environmental Concerns - The article highlights the dangers of mercury, noting that a single thermometer contains about 1 gram of mercury, which can pose significant health risks if broken [4][5]. - The environmental impact of mercury thermometers is also discussed, emphasizing the need for safer alternatives due to the toxic nature of mercury [4][5]. Alternative Products - The article mentions the availability of non-mercury glass thermometers that use safer materials, such as gallium-indium-tin alloy, which are becoming more popular as replacements [5][6]. - The cost of non-mercury thermometers is generally higher, with prices ranging from 20 to 30 yuan compared to the lower cost of mercury thermometers [5][6]. Industry Implications - Companies involved in the production of non-mercury thermometers, such as Shanghai Huachen Medical Instrument Co. and Yuyue Medical, are highlighted as key players in the market shift [5][6]. - The upstream suppliers of the materials used in non-mercury thermometers, including gallium, indium, and tin producers, are also expected to benefit from this transition [5][6]. Competitive Landscape - The non-mercury thermometer market faces competition from electronic thermometers, which are noted for their accuracy and safety [7]. - The article emphasizes the importance of choosing certified products and the need for regular calibration of electronic thermometers to ensure measurement accuracy [7].