Core Viewpoint - The article highlights the surge in demand for air conditioning units in schools across Northeast China due to unprecedented high temperatures, indicating a significant market opportunity for air conditioning manufacturers and suppliers [1][3][4]. Group 1: Market Demand and Growth - The demand for air conditioning in schools has increased dramatically, with Harbin Engineering University planning to spend 18.49 million yuan to procure over 7,000 units [1]. - In the weeks of June 23-29 and June 30-July 6, air conditioning sales in Heilongjiang province saw year-on-year increases of 817.68% and 438%, respectively [1]. - The overall air conditioning sales in Northeast China have surged, with some regions experiencing sales growth exceeding 500% compared to the previous year [4][5]. Group 2: Factors Driving Demand - The rise in temperatures, with some areas experiencing over 36°C, has led to increased air conditioning needs, especially in regions where coverage has historically been low [5]. - Government initiatives to include air conditioning installation in school renovations and the growing number of graduate students staying on campus during summer are contributing to the demand [3][5]. - The trend of schools using air conditioning as a recruitment highlight and local policies mandating air conditioning in new public schools are also significant factors [5]. Group 3: Procurement Trends and Requirements - Schools are increasingly prioritizing high energy efficiency, with many requiring air conditioning units to meet first-level energy efficiency standards and offering subsidies for energy-efficient products [8][9]. - There is a growing emphasis on installation requirements, including electrical upgrades and the need for remote control capabilities for centralized management [8][9]. - The procurement process is becoming more systematic, with schools focusing on safety, noise control, and long-term service capabilities, reflecting a shift towards rational purchasing decisions [9][10]. Group 4: Industry Response and Challenges - Air conditioning companies like Midea and Haier are reporting significant sales increases in the education sector, with Midea's sales in Heilongjiang and Jilin growing nearly fourfold [4][10]. - Companies are mobilizing cross-regional support teams to meet the sudden spike in demand for installation services in high-temperature areas [4]. - The competitive landscape is evolving, with concerns about fair bidding processes and the potential for low-cost brands to win contracts despite high efficiency requirements [10].
增超800%!空调在东北,卖爆了!
第一财经·2025-07-11 01:51