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空调地图大挪移:谁在为越来越热的夏天买单?
虎嗅APP·2025-07-19 02:34

Core Viewpoint - The article discusses the significant increase in air conditioning demand across various regions in China due to extreme heat waves, highlighting the disparity in air conditioning ownership relative to economic development and climate conditions [3][10][22]. Group 1: Air Conditioning Ownership by Region - Jiangsu province has the highest air conditioning ownership, with 237.3 units per 100 households, followed by Zhejiang, Chongqing, Guangdong, and Shanghai, all exceeding 200 units [6][10]. - The national average for air conditioning ownership is 145.9 units per 100 households, indicating that many high-temperature regions, such as Sichuan and Xinjiang, have lower ownership rates compared to economically developed areas [6][11]. - Regions traditionally considered "cool" like Qinghai, Tibet, and parts of Northeast China have significantly lower air conditioning ownership, often below 30 units per 100 households [13]. Group 2: Recent Trends in Air Conditioning Demand - Recent years have seen a dramatic increase in air conditioning ownership in traditionally cooler regions, with Yunnan's ownership increasing nearly tenfold over nine years, and significant growth in Jilin and Liaoning [21]. - The demand for air conditioning has surged in the Northeast, with sales on platforms like JD.com increasing over seven times year-on-year, and first-time buyers rising over 60% [22]. - Nationally, air conditioning sales saw an 82% increase from late June to early July, reflecting a broader trend of rising demand due to extreme heat [22]. Group 3: Impact of Extreme Weather - The article notes that extreme heat events have become more frequent, with the average national temperature in 2024 expected to be 1.01°C higher than the long-term average, leading to an increase in high-temperature days [26][28]. - The urban heat island effect exacerbates high temperatures in cities, making air conditioning a critical necessity for urban populations [28]. - Experts suggest that improving urban planning and energy systems is essential to mitigate the impacts of extreme heat, alongside enhancing public health responses [28].