SUNING.COM(SZ:002024) Zheng Quan Ri Bao Zhi Sheng·2025-07-21 16:41Group 1 - The demand for cooling appliances such as air conditioners and fans has surged due to ongoing high temperatures across the country, leading to a boost in the "cooling economy" [1][2] - Sales of energy-efficient air conditioners increased by 82% year-on-year, while overall orders for air conditioning cleaning services rose by 188% since late June [1] - The sales of ice-making machines grew by 20% year-on-year from April to June, with significant increases in other cooling products as well [1] Group 2 - The consumption of cooling appliances is shifting from "necessity" to "improvement" driven by national subsidy policies, with energy-saving, health-oriented, and smart products gaining popularity [2] - New wind air conditioners with ventilation and oxygen-increasing functions saw a 116% year-on-year sales increase, while air circulation fans with purification features experienced over 89% growth [2] - Major appliance companies are accelerating the integration of energy-saving technologies and AI applications to capture market share, with brands like Midea and Xiaomi launching AI-enabled cooling products [2] Group 3 - Analysts predict that the performance of air conditioning companies in the third quarter is likely to exceed expectations due to high temperatures and policy support, benefiting leading companies with technological advantages [2] - The current market for cooling-related products and services is witnessing innovative highlights that align with consumer stimulation policies, with a focus on AI energy-saving, health management, and interconnected scenarios as core growth points for the industry [2]