点击上图▲立即收听 " 这份给 ' 空调以生命 ' 的夏日清凉，是中国稳健的电力系统给予的底气。 " 文 / 巴九灵（微信公众号：吴晓波频道） 想象一下，如果东北气温最高飙到39℃，是种什么程度的热？如果还没有空调，怎么办？ 这个夏天，东北地区遭遇了55年来罕见的高温天气，连中国最北端的漠河气温都连续几天突破35℃大关，地表温度更是高达65℃。 但是！东北没有普及空调。 根据《中国住户调查年鉴2023》的数据，辽宁、吉林、黑龙江三省的"空调家底"实在有点薄——平均每百户才拥有56.8台，甚至是17.7台和13.3 台，跟全国平均线差了一大截。而在浙江，这个数字是218.8台，相当于每户就有2台以上的空调。 所以，甭管是"在东北的南方人"还是"纯正东北银"，统统热到破防。 大学生们更是各显神通：操场扎营睡觉、住酒店蹭空调，甚至自发评选出了"N6联盟高校"，指的是六所没有统一安装空调的985、211院校，分别 是吉林大学、兰州大学、东北师范大学、哈尔滨工程大学、辽宁大学、太原理工大学。 于是乎，空调就水灵灵地成了东北高校招生的撒手锏。哈尔滨工业大学专门剪了条视频喊话，"哈工大学生公寓空调全覆盖，欢迎你"，还在几天 ...

Group 1 - The core viewpoint of the articles highlights a significant surge in air conditioning demand in Northeast China due to unprecedented high temperatures exceeding 30°C since June, with first-time installations accounting for 70% of the new demand [1] - The local climate and lifestyle in Northeast China contribute to a strong preference for rapid cooling capabilities in air conditioning units, as residents are accustomed to cooler summers and have lower heating needs due to centralized heating systems [1] - Haier air conditioning has been frequently mentioned in discussions on social media, with users praising its quick cooling feature, particularly the "15-second quick cooling" function, which has received positive feedback from customers [1] Group 2 - In July, Haier air conditioning sales in the three northeastern provinces continued to rise significantly, with retail sales in Jilin increasing by 355%, Heilongjiang by 333%, and Liaoning by 518% year-on-year [3] - According to data from Aowei Cloud Network, Haier's cumulative online sales in 2025 have increased by 74.1% as of week 26 [3]

Group 1: Air Conditioner Selection - The size of the air conditioner should be determined based on the room area, with different power ratings (in HP) corresponding to specific cooling capacities [1] - A reference table is provided to match the appropriate HP with the room size to avoid over or under-sizing the air conditioner [1] Group 2: Energy Efficiency - Understanding energy efficiency labels is crucial for evaluating air conditioners, which indicate energy consumption and efficiency levels [2] - Energy efficiency is categorized into five levels, with Level 1 being the most efficient and Level 5 being the minimum standard for market entry [4] - The APF (Annual Energy Consumption Efficiency) value and CC (Rated Cooling Capacity) are important metrics for assessing energy savings [6] Group 3: Inverter vs. Non-Inverter - Inverter air conditioners are recommended due to their superior cooling speed, precise temperature control, lower noise levels, and energy efficiency compared to non-inverter models [7][9] - Non-inverter models have less accurate temperature control and higher noise levels, making them less comfortable for users [9] Group 4: Air Conditioner Lifespan and Replacement - The recommended lifespan for air conditioners is 8 to 10 years, and consumers are advised to replace them before they fail [10] - The government offers a "national subsidy" policy for replacing old air conditioners, with significant funding allocated for consumer incentives [11][14] - Consumers can receive subsidies based on the energy efficiency level of the new appliances, with specific limits on the amount per item [14]

"从6月份开始，一直到9月份结束，都可以算空调销售旺季。"销售人员告诉记者， "目前， 各大品牌都在促销，'国补'、以旧换新的力度也比较大。目前的价格，可以算是全年最低。" 时值盛夏，空调迎来销售旺季。近日，中国证券报记者对北京地区空调销售市场进行实地调 研发现，各大品牌纷纷加大空调销售力度。 天气炎热叠加价格优惠，消费者购买空调的热情被激发。 就北京地区来看，高温天气快速拉高空调换新、清洗需求。苏宁帮客空调清洗订单量同比增 长近3倍， 线下门店空调销售增长114%，美的、格力、海尔是消费者青睐前三品牌 。 空调销量大增 记者走访北京西城区牛街一家大型家电大卖场看到，咨询空调的消费者数量是其他家电的数 倍。 " 最近一个月， 空调销量大增，主要集中于三类客户。 第一类是之前没有空调的，主要以周 边租房的客户为主；第二类是以旧换新的客户；第三类是新买房子的客户，夏天装修的客户 比较多，且家电比较便宜 。"空调区销售人员告诉记者。 空调按照1匹、1.5匹、2匹、3匹等功率大小，以及不同子品牌、不同型号，有着各自不同的 价格区间。 "如果是10平米以内的卧室，一般1匹到1.5匹就够用了。如果是20平米以上的客厅，那 ...

2025.07. 11 本文字数：2400，阅读时长大约4分钟 作者 | 第一财经 王珍 封图 | 第一财经 任玉明 拍摄 东北大学生热得在操场打地铺一事得到响应。哈尔滨工程大学近日在中国政府采购网发布学生宿舍空 调采购项目招标公告，拟斥资1849.85万元采购7000多台空调。第一财经记者看到，福建、四川、湖 北、重庆等地近日也有多所学校招标采购空调。 今年夏天，东北等地罕见高温令空调需求爆棚。奥维云网（AVC）数据显示，6月23日—29日及6月 30日—7月6日两周，黑龙江省线下空调市场销售额分别同比增长817.68%和438%，吉林省线下空调 销售额分别同比增长128.76%和788.4%。 气候变化令非传统空调区域需求增多，空调进校园的市场有望持续增长。而高能效、低碳、智能、服 务化正成为校园空调市场的新趋势。 东北等地学校加急采购空调 六年前从哈尔滨工程大学本科毕业的小刘告诉第一财经记者，当时学校里没有空调，因为以前夏天没 有现在这么热，有时超30℃，一周左右就结束，而且这段时间大部分学生都已经放假回家。 "今年哈尔滨高温天气来得早，6月中下旬出现了36℃的罕见高温，打破了30年来的纪录，恰逢大学 ...

Core Insights - The unprecedented high temperatures in Northeast China have led to a surge in demand for air conditioning units in schools, prompting several universities to expedite procurement processes [2][4][5] - The air conditioning market in educational institutions is expected to continue growing, driven by climate change and increasing awareness of energy efficiency and smart technology [3][12] Group 1: Market Demand and Trends - The demand for air conditioning in Northeast China has skyrocketed, with sales in Heilongjiang and Jilin provinces showing year-on-year increases of 817.68% and 128.76% respectively during specific weeks [2][5] - Schools across various regions, including Fujian, Sichuan, and Hubei, are actively seeking to procure air conditioning units, indicating a broadening market potential [2][4] - The increase in air conditioning procurement is not limited to universities; it spans across primary and secondary schools, reflecting a significant market opportunity [4][6] Group 2: Procurement and Installation Requirements - Educational institutions are now placing higher demands on air conditioning procurement, including price limits, energy efficiency standards, and smart technology features [8][9] - The procurement process has become more systematic, with schools emphasizing safety, noise control, and after-sales service capabilities [10][12] - There are new requirements for installation, such as pre-existing electrical modifications and the need for corrosion-resistant units in specific environments [9][10] Group 3: Industry Response and Future Outlook - Major air conditioning manufacturers, such as Midea and Haier, have reported significant increases in sales, with Midea's sales in Heilongjiang and Jilin increasing nearly fourfold [5][6] - The educational sector is seen as a crucial growth area for the air conditioning industry, with expectations of continued demand driven by the need for comfortable learning environments [12] - The trend towards energy-efficient and low-carbon solutions is becoming a procurement standard, indicating a shift in market dynamics [8][12]

Group 1 - The article discusses the increasing demand for air conditioning in university dormitories, particularly in traditionally cooler regions experiencing unusual heat waves [1][4] - It highlights the evolution of dormitories into comprehensive educational platforms, emphasizing the need for improved facilities to enhance student experiences [1][4] - The financial challenges faced by universities in upgrading dormitory facilities are noted, with a focus on finding sustainable funding sources for air conditioning installation [1][2] Group 2 - A rental model for air conditioning has been successfully implemented in universities, particularly in Jiangsu and Zhejiang provinces, allowing schools to avoid upfront costs while providing students with access to air conditioning [2] - The model involves students voluntarily signing contracts with third-party rental companies, with costs estimated at approximately 50 yuan per semester for rental and 40 yuan per month for electricity during peak usage [2] - Despite the benefits of the rental model, universities still need to address the fixed costs associated with electrical upgrades necessary for air conditioning installation [2] Group 3 - The National Development and Reform Commission has acknowledged the inadequacy of student dormitory conditions in many universities, including "Double First Class" institutions, and has called for support in improving these facilities [3] - In 2024, a total of 667 billion yuan was allocated to support higher education quality upgrades, with 379 billion yuan specifically designated for "Double First Class" initiatives [3] - Recent policy developments, including the issuance of local government bonds for dormitory construction, are expected to accelerate improvements in student housing [4] Group 4 - The Guangdong provincial government has initiated plans to support student dormitory construction through local government bonds, allowing for upgrades and improvements in facilities [4] - Reports indicate that universities are actively upgrading dormitory amenities, including air conditioning and infrastructure improvements, to enhance student living conditions [4] - The push for air conditioning in dormitories is gaining momentum, with existing policies likely to be implemented more rapidly to improve student experiences [4]

Core Viewpoint - The article discusses the impact of extreme heat on travel preferences in China, highlighting a shift towards cooler destinations as a new necessity for summer travel [20][21]. Group 1: Travel Trends - There is a significant increase in hotel bookings and ticket sales in cooler regions like Jilin Province, with hotel reservations up by 35%, car rentals by 96%, and ticket sales by 122% compared to last year [22]. - Popular destinations have shifted from traditional summer spots like Sanya and Xiamen to cooler areas such as Changbai Mountain and Yanji, indicating a change in consumer behavior driven by the need for comfort [23][24]. - The demand for cooler travel experiences has led to a surge in prices for accommodations in these regions, with some prices reaching as high as 3,054 yuan per night [30][32]. Group 2: Industry Response - The hospitality industry is adapting to the heat by promoting night tourism, with many museums and attractions extending their hours to attract visitors during cooler evenings [46][49]. - Indoor attractions, such as theme parks and science museums, have become popular as they provide a refuge from the heat, with operators focusing on customer comfort over immediate profit [54][55]. - Marketing strategies have shifted to emphasize the coolness of destinations, with slogans highlighting low temperatures as a key selling point [57]. Group 3: Broader Implications - The article notes that extreme heat is not just a seasonal issue but a growing trend that will affect travel planning and industry strategies in the long term [60][61]. - The changing climate is prompting a reevaluation of travel policies and practices, as families seek to avoid the heat while still enjoying vacations [58][59].

中信证券指出，稀土行业供需格局有望迎来拐点。新能源汽车、消费电子、变频空调、风电等需求有望 持续提升，机器人、低空经济和工业电机等新兴领域有望打开远期需求成长空间。 展望2025下半年，国投证券看好黄金、铜、稀土的投资机会，认为黄金有望受益于美元信用走弱和美国 降息预期增强，看好金价续创新高。铜冶炼原料供给受限，需求具备长期韧性，看好铜价中枢上移。预 计出口逐步放开、需求持续增长、供给刚性下，稀土价格有望迎来上涨。 从估值水平来看，截至6月底，中证有色金属指数市净率为2.24，位于上市以来34.45%分位点的历史较 低位置，低于中证有色金属指数上市以来周频市净率数据的中位数2.52，估值较低，配置性价比较高。 短暂休整后，再冲锋！今日（7月10日）揽尽有色金属行业龙头的有色龙头ETF（159876）红盘活跃， 场内价格现涨0.51%。成份股方面，北方稀土涨超6%，华钰矿业涨逾5%，中国稀土涨超3%，中孚实 业、中国铝业等个股跟涨。 消息面上，美东时间7月8日，特朗普在内阁会议上宣称将对所有进口到美国的铜征收50%的新关税。美 国商务部长卢特尼克表示，特朗普有意对铜征收50%关税的目的是将铜生产转移回美国国内， ...

Group 1 - Air conditioning consumption has surged since June, driven by the "trade-in" policy and high temperatures, with leading companies ramping up production [1] - Sales of new energy-efficient air conditioners increased by 82% year-on-year from late June to early July, while Midea Group reported a 37.09% increase in installation volume from May 1 to July 6 [1] - Exports of air conditioners, particularly Midea's Solstice series, have seen strong sales in Europe, with a 30% year-on-year increase in air conditioner sales in Europe [1] Group 2 - The National Development and Reform Commission announced a new round of "trade-in" subsidies to be issued in July, which is expected to boost demand in the third quarter [2] - Experts indicate that the air conditioning industry is at a critical transition period, with a focus on refined operations, product upgrades, and channel restructuring as key competitive factors [2] Group 3 - Manufacturers are accelerating transformation, with energy efficiency, health, and smart features becoming standard [3] - Companies are exploring new sales channels, including live e-commerce and targeting lower-tier markets, while enhancing inventory management and flexible supply chains [3] - Experts suggest that companies should collaborate across product, channel, and marketing strategies to shift from quantity expansion to quality improvement, building long-term resilience and core competitiveness [3]