Zheng Quan Ri Bao·2025-07-09 16:10Group 1 - Air conditioning consumption has surged since June, driven by the "trade-in" policy and high temperatures, with leading companies ramping up production [1] - Sales of new energy-efficient air conditioners increased by 82% year-on-year from late June to early July, while Midea Group reported a 37.09% increase in installation volume from May 1 to July 6 [1] - Exports of air conditioners, particularly Midea's Solstice series, have seen strong sales in Europe, with a 30% year-on-year increase in air conditioner sales in Europe [1] Group 2 - The National Development and Reform Commission announced a new round of "trade-in" subsidies to be issued in July, which is expected to boost demand in the third quarter [2] - Experts indicate that the air conditioning industry is at a critical transition period, with a focus on refined operations, product upgrades, and channel restructuring as key competitive factors [2] Group 3 - Manufacturers are accelerating transformation, with energy efficiency, health, and smart features becoming standard [3] - Companies are exploring new sales channels, including live e-commerce and targeting lower-tier markets, while enhancing inventory management and flexible supply chains [3] - Experts suggest that companies should collaborate across product, channel, and marketing strategies to shift from quantity expansion to quality improvement, building long-term resilience and core competitiveness [3]