Core Viewpoint - The extreme heat in Northeast China has led to a surge in air conditioner demand, highlighting a shift in consumer behavior as air conditioning becomes a necessity rather than a luxury in the region [1][2][3]. Group 1: Weather Conditions - Long-term climate patterns in Northeast China have changed, with temperatures reaching unprecedented levels, such as 36 degrees Celsius in Changchun, which is significantly higher than historical averages [1][5][19]. - The summer of 2023 has been marked by extreme heat across the country, with 147 national meteorological stations reporting record high temperatures [3][16]. Group 2: Consumer Behavior and Market Response - The demand for air conditioners has skyrocketed, leading to shortages in both online and offline retail channels, particularly for budget models priced under 2000 yuan [7][8][11]. - Retail sales of air conditioners in Northeast provinces have seen dramatic increases, with sales in Jilin up 355%, Heilongjiang up 333%, and Liaoning up 518% year-on-year [11][14]. - Installation services for air conditioners are overwhelmed, with consumers facing long wait times, sometimes up to 10 days, for installation due to high demand [13][14]. Group 3: Brand and Industry Actions - Major brands like Xiaomi and Midea are responding to the surge in demand by dispatching additional installation teams to the Northeast to alleviate the backlog [14]. - The air conditioning market in Northeast China is experiencing a significant transformation, as consumers who previously viewed air conditioning as non-essential are now prioritizing it due to extreme weather conditions [1][19].
史上最热夏天,东北人也撑不住去抢空调了
后浪研究所·2025-07-23 07:33