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增超800%!空调在东北,卖爆了!
第一财经· 2025-07-11 01:51
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%!东北罕见高温令空调需求爆棚,空调进校园市场潜力大
Di Yi Cai Jing· 2025-07-11 00:32
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]