欧洲40℃热浪天翻地覆：中国空调大卖，欧洲人放下倔强？

Core Insights - The unprecedented heatwave in Europe during the summer of 2025, with temperatures reaching 40°C, has led to significant social disruption and a surge in demand for air conditioning [1][3][5] - The historical low penetration of air conditioning in Europe, with rates below 10% in countries like France and the UK, is being challenged as extreme temperatures force a reevaluation of cooling needs [7][9] - Chinese air conditioning manufacturers have capitalized on this opportunity, with exports to Europe reaching 12.7 million units in the first five months of 2025, marking a 30% increase year-on-year [9][10] Market Dynamics - The extreme heat has resulted in a dramatic increase in air conditioning inquiries, with UK companies reporting a threefold rise in household air conditioning consultations over five years [7] - The demand for air conditioning has transformed from a luxury to a necessity, with political figures advocating for increased infrastructure to support cooling solutions [7][9] - Major Chinese brands such as Midea, Gree, and Haier have seen significant sales growth, with Midea's products experiencing a 68% increase in sales in France [9][10] Future Projections - The International Energy Agency predicts that the number of air conditioning units in Europe will exceed 275 million by the middle of the century, more than doubling from 2019 levels [10] - The shift in the European market highlights the tension between energy efficiency and comfort, prompting a reevaluation of environmental policies in light of changing consumer needs [10]