Core Viewpoint - The report highlights the current state and future prospects of the air conditioning industry in China, indicating a slight decline in production while showing overall growth in the cumulative production figures from 2020 to 2025 [1] Industry Summary - In September 2025, the production of room air conditioners in China reached 18.1 million units, representing a year-on-year decrease of 3% [1] - From January to September 2025, the cumulative production of room air conditioners was 21.6571 million units, reflecting a cumulative growth of 4.4% [1] - The report is based on data from the National Bureau of Statistics and provides insights into the air conditioning market's trends and forecasts for the period from 2025 to 2031 [1] Company Summary - Key listed companies in the air conditioning sector include Gree Electric Appliances (000651), Midea Group (000333), Haier Smart Home (600690), Hisense Home Appliances (000921), TCL Technology (000100), and Harbin Air Conditioning (600202) [1] - The report by Zhiyan Consulting emphasizes the importance of these companies in the context of the overall market analysis and future development [1]

Group 1 - The core viewpoint of the article highlights the growth in China's air conditioning industry, particularly in the production of room air conditioners, with a notable increase in output and year-on-year growth rates [1][2]. Group 2 - In August 2025, the production of room air conditioners in China reached 16.82 million units, reflecting a year-on-year increase of 12.3% [1]. - From January to August 2025, the cumulative production of room air conditioners in China totaled 199.646 million units, marking a cumulative growth of 5.8% [1]. - The article references several key companies in the industry, including Gree Electric Appliances, Midea Group, Haier Smart Home, Hisense Home Appliances, TCL Technology, and Harbin Air Conditioning [1].