I would suggest there is a likelihood that much of this stock is still in China..... remember the outbreak and subsequent lockdown there occurred immediately before the Chinese New Year...... I remember people scrambling back to their families, as per tradition, for there planned celebrations. Many would would not, for various reasons*, have returned.
IIRC Kader (t may have been another manufacturer) expected to loose a up to a third of their workers at this time of year because they had secured jobs with better pay elsewhere.
Griff