美博集团宣布空调提货价格上调5% 曾称“三年内登陆国内资本市场”

Core Viewpoint - The air conditioning industry is experiencing intensified competition and rising raw material costs, prompting companies like Meibo Group to raise their product prices, marking a significant shift in the market dynamics [2][4]. Price Adjustment - Meibo Group announced a 5% increase in the delivery price of air conditioning units starting December 16, based on November prices, to alleviate cost pressures and ensure product quality and supply [4][6]. - The price adjustment is attributed to the continuous rise in raw material costs, particularly copper, which has seen a price increase of over 22% for the year, with current prices exceeding 90,750 yuan per ton [4][5]. Market Conditions - The domestic air conditioning market is facing declining demand, with a reported 23.8% year-on-year drop in retail volume in October 2025, and a projected 29.9% decrease in production for December [6][7]. - The overall market sentiment is negative, with significant downward pressure on production levels [6]. Company Overview - Meibo Group, established in 2010, has developed a comprehensive presence in the refrigeration industry, with an annual production capacity of 8 million units across various brands [8]. - Despite having multiple brands, Meibo's market share in the domestic air conditioning sector is relatively low, at approximately 0.8% in 2023, with major competitors like Midea, Gree, and Haier dominating nearly 70% of the market [8][9]. Export Strategy - Meibo Group is focusing on expanding its overseas market presence, with a goal of reaching 300,000 units in overseas sales within five years [10]. - The company has reported consistent growth in its overseas sales, doubling its business scale for three consecutive years, with 2024 projected to see exports surpassing 150,000 units [10]. IPO Aspirations - Meibo Group has set a target to enter the domestic capital market within three years, with 2023 being the first year of its IPO guidance period, although no updates on the IPO progress have been disclosed [10].