高温“带火”空调消费，行业呈现“三升级”趋势

Core Viewpoint - The air conditioning industry in China is experiencing a significant upgrade driven by high energy efficiency, low carbonization, and smart technology, influenced by the "dual carbon" policy and extreme high temperatures this summer [1][4]. Group 1: Market Trends - Continuous high temperatures have led to a surge in demand for air conditioning and cooling products, with sales of air conditioners, fans, and ice-making products significantly increasing [1]. - Sales of new energy-efficient air conditioners have risen by 82% year-on-year, while sales of fresh air air conditioners have increased by 116% [2]. - During the "618" shopping festival, the online retail sales of air conditioning products reached 27.52 billion yuan, a year-on-year increase of 16.6%, while offline sales reached 20.96 billion yuan, up 15.8% [2]. Group 2: Industry Dynamics - The air conditioning industry is undergoing a transformation characterized by three key trends: accelerated energy efficiency revolution, consumption upgrade towards high-end and integrated products, and market activation through policies and climate [3][4]. - The market share of first and second-level energy-efficient products has reached 90%, with first-level energy-efficient products increasing by 5 percentage points to 80% year-on-year [3]. - The demand for home central air conditioning has doubled, reflecting a shift towards higher comfort, aesthetic space, and smart health needs [3]. Group 3: Future Outlook - The air conditioning industry is expected to transition towards "smart air solutions," with leading companies focusing on low-carbon technologies, AI connectivity, and service upgrades [4]. - Air conditioning is evolving from a mere temperature control device to a key component of a green, smart, and sustainable lifestyle, enhancing quality of life while supporting low-carbon living [4].