东北老铁热疯了！空调成硬通货

Group 1 - The Northeast region of China is experiencing an unprecedented surge in air conditioning demand due to extreme high temperatures, with Harbin reaching 36°C in late June compared to an average of 23°C last year [1] - Sales of air conditioners in the Northeast have skyrocketed, with Haier reporting retail sales growth of 333%, 355%, and 518% in Heilongjiang, Jilin, and Liaoning respectively [1] - The total installation volume of air conditioners in the Northeast reached 410,000 units from June to July, marking a 238% increase [1] Group 2 - The Northeast's air conditioning production capacity is insufficient to meet the sudden spike in demand, leading to significant delays in installation services [1] - Historically, the Northeast has been a minor player in the national air conditioning market, accounting for only 3.72% of the total sales in 2024, with a projected volume of 3.89 million units [1] - In contrast, regions like the Pearl River Delta and Yangtze River Delta have robust industrial chains and significant production capacities, with Guangdong alone producing 46.34 million units in the first five months of the year [2] - The lack of air conditioning production in the Northeast, with only Liaoning producing 527,700 units, has resulted in a mismatch between supply and demand during extreme weather [2] - Long-term growth in demand in the Northeast may challenge existing production capacities, necessitating flexible production strategies to enhance responsiveness to market changes [2]