7月2日，上千位来自全球各地的客商和专家齐聚上海，参加第四届楼宇科技TRUE大会，共同探讨打造绿 色智慧低碳建筑的前景与路径。他们次日参观的上海美的全球创新园区，展现了绿色智慧低碳建筑的全新 探索与生动样本。 中国建科院 首席科学家徐伟认为， 新型建筑能源系统 ，是 以低碳技术与智能化手段为支撑，通过统筹 光伏、热泵、储能、充电桩等新型能源，形成智能化、低碳化、可持续的建筑能源网络 ，这是一个万亿 级的市场。美的集团副总裁、美的楼宇科技事业部总裁管金伟说，单是高温热泵就是千亿级的市场。 在强大的技术创新力背后，是美的已经形成了从中央研究院、事业部的四级研发体系。美的集团中央研究 院院长孙年祥在作大会主题演讲时，阐述了基础材料的研究与应用在节能低碳技术领域的重要作用。他透 露，下一步，美的将运用 AI技术来筛选和研发新材料，来进一步提升电机、电控、磁悬浮轴承、磁制冷 的效率。 系统裂变：从暖通、电梯到生态 在低碳社会、智慧城市的建设过程中，把传统建筑改造为绿色低碳的智慧建筑是很重要的部分。而在建筑 能耗中，暖通空调的能耗占比一般达到三四成，所以降低建筑中暖通空调系统的能耗，便是打造绿色低碳 建筑的重中之重。 伴 ...

Group 1 - The core viewpoint of the articles highlights the increasing demand for air conditioning solutions in universities due to high temperatures, with Huazhong University of Science and Technology enhancing its campus facilities by adding 2,300 sets of Haier air conditioners after a previous installation of 6,000 sets in 2023 [1][3] - The new air conditioning units will primarily serve student dormitories, addressing the complex installation environment and high noise requirements by utilizing customized solutions such as 6-meter long copper pipes and vibration-damping pads for outdoor units [1][3] - Haier's strong market performance is evidenced by a market share of 27.2% during the week of June 23-29, 2023, ranking second in the industry and demonstrating robust growth momentum among leading brands [3] Group 2 - The decision to continue partnering with Haier is based on the reliable quality of its products and comprehensive after-sales service demonstrated during the 2023 collaboration [3] - The ongoing collaboration for campus engineering projects reflects the expanding competitive advantage of leading brands in the large project market [3]

磁悬浮空调能成为行业新宠，其核心吸引力在于革命性的节能潜力。磁悬浮轴承和高速电机的应用，让 它比传统空调省电50%以上，商场、工厂这类用电大户用它能年省上百万电费。更厉害的是，它还学会 了"自己思考"：在高效机房，AI系统能根据实时温度、负荷自动调整运行模式，维护费用直接降了 40%，真正实现"无人值守"。 尽管行业前景广阔，但挑战不容忽视。近几年，超50家新品牌涌入市场，行业标准体系还在完善过程 中，导致价格竞争加剧、质量参差不齐等问题。而这些挑战背后，本质是行业从"野蛮生长"向"规范竞 争"转型的阵痛。在今年3月份，由海尔牵头的中国首个《无油悬浮离心式冷水(热泵)机组》国家标准正 式发布，共有21家企业单位共同起草，将于今年10月1日起实施。 未来五年，磁悬浮空调将与AI技术、新能源技术深度融合，应用场景也会大大拓展。特别是在全球变 暖大环境下，在全球市场，各国都在狠抓节能，磁悬浮空调凭借省电优势，会成为建筑改造的热门选 择。同样，品牌竞争也会更加激烈，只有在技术和标准上领先，才能站稳脚跟。 磁悬浮空调正迎来黄金发展期，当前全球市场呈现"一超多强"格局。 据《2024年全球磁气悬浮中央空调行业研究报告》数 ...

（图片来源：腾讯元宝AI生成） 出品｜搜狐财经 高温持续，大学生们在线"求空调" 近日，全国各地高温持续，大学宿舍安装空调相关话题再次引发关注。 根据国内媒体转引的世界气象组织气候报告显示，近5年间，有80%几率将出现有记录以来"最暖年份"，2025年至2029年全球平均气温将继续 徘徊在创纪录水平。撰写报告者表示，2025年很可能是有记录以来三个最热的年份之一。 越来越热，不只是人们的主观感受。 据尼尔森等联合发布的数据显示，2023年夏季全国平均气温22度，较常年同期增长0.8℃；2023年≥35摄氏度的天数为13.5天，较长年增长4.4 天。 作者｜李保铭 距离美国发明家威利斯·哈维兰德·卡里尔于1902年设计并安装第一部空调系统已经过去100余年，有些高校却还未普及空调。 就在刚刚过去的6月23日，青岛大学刚刚与青岛一企业签订718万元的采购合同，拟采购7000余台空调；7月7日，烟台一高校也官宣将为学生安 装空调。 高校安装空调究竟难在哪里？安装空调的成本有多少？空调安装后，管理、运营有何痛点，又该如何解决？ 进入2024年，多个城市的首个高温日较十年前平均提前13-15天，如太原提前15天，西安、 ...

⚫ 上半年出货增速向好，关注后续基数等因素的影响。回顾2024年，国补政策主要在四季度发力。进入2025年，从产业在线的出货 数据看，上半年尚未显现市场所担忧的透支效应。2025年上半年，空调内销需求延续较为旺盛的趋势。尤其从二季度来看，受益 于去年较低的同期基数以及旺季叠加"618"等促销备货的催化，出货增速有所加快。出货数据反映的是经销商的提货意愿。从零 售角度看，随着4月传统旺季启动，市场亦有回暖迹象，奥维云网数据显示，4月空调线上零售同比增长34.8%，线下零售同比增长 12.2%。暑期天气因素对空调销售有一定催化作用。例如，对华北、华东等地的持续高温预期，或带动渠道备货及终端购买。而从 基数看，2024年的二季度部分南方地区持续阴雨，致使空调零售基数较低。此外，今年头部品牌在以旧换新的背景下采取更为主 动的营销策略，折扣玩法及配套服务均有所优化；京东、苏宁等电商平台也加强了针对以旧换新的体验式营销。但同时，部分消费 者呈现出消费降级的意愿，购买决策周期延长，更倾向于等待"618"等大型促销节点集中释放需求。综合来看，考虑到2024年空 调出货"前低后高"的影响，以旧换新对短期出货的边际拉动作用或将有 ...

Market Overview - The Shanghai Composite Index rose by 0.32% to 3472.32 points, driven by gains in the banking and insurance sectors, while the Shenzhen Component Index and ChiNext Index fell by 0.25% and 0.36% respectively [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 145.47 billion yuan, an increase of over 120 billion yuan from the previous day [1] Economic Insights - Citic Securities noted that the Shanghai Composite Index reached a new high since 2025 due to three favorable factors: improving macroeconomic conditions, heightened market sentiment, and positive earnings forecasts in new economic sectors [1] - The firm anticipates a rising market fluctuation center in the medium term, with potential short-term index pullbacks presenting good buying opportunities [1] Sector Analysis - The air conditioning demand is expected to improve due to extreme high temperatures globally, with historical data showing a significant positive correlation between temperature changes and air conditioning sales [2] - The upcoming government subsidies are expected to stimulate domestic demand for air conditioning in the third quarter [2] Technology Sector - The demand for computing power remains strong, with Nvidia's GB300 system set to launch in the third quarter, and major cloud service providers preparing for new server deliveries [3] - Citic Securities continues to recommend investments in companies with sustained high growth and those positioned to benefit from external demand and market share breakthroughs [3] Consumer Electronics - The smartphone market in China is projected to see slight year-on-year growth in Q2 2025, driven by Huawei and Apple, with Huawei expected to be the fastest-growing brand [4] - Apple's promotional activities for the iPhone 16 series have contributed to sales growth, and the development of a foldable iPhone is underway, expected to launch in late 2026 [4][5] Energy Sector - The National Energy Administration reported that the maximum electricity load in China reached a historical high of 1.465 billion kilowatts, driven by sustained high temperatures [10] - The East China grid load reached 422 million kilowatts, with air conditioning load accounting for approximately 37% [10]

Core Insights - The Midea Group's TRUE Conference focused on smart building technology and innovation, attracting over 2,000 participants from various sectors, including top research institutions and leading companies [2][3] - The conference emphasized the importance of low-carbon solutions and digital transformation in the building industry, with discussions on practical applications and technological advancements [3] Group 1: Conference Highlights - The TRUE Conference featured over 30 events aimed at exploring cutting-edge technologies and presenting actionable solutions for the building industry [2] - Key speakers included representatives from Shanghai's Science and Technology Committee and Fudan University, highlighting the role of smart buildings as a critical engine for industry growth [3] Group 2: Product Launches - Midea Group unveiled five new product solutions during the conference, focusing on HVAC, smart elevators, building control, and energy management [4] - The MDV9 multi-connected unit was introduced, showcasing significant performance improvements, including a 32% increase in heat exchange area and a 3.5 times increase in heat flow density [4][5] Group 3: Strategic Developments - Midea's new "magnetic suspension + X" product strategy aims for substantial energy savings, with the new cooling system expected to save 470,000 kWh annually [5] - The company is expanding its European business unit, MBT Climate, to enhance its global market presence [4]

Group 1 - The 2023 China International Heating, Ventilation, Air Conditioning, Bathroom, and Comfortable Home Systems Exhibition was held in Beijing from May 11 to 13, showcasing cutting-edge technologies and innovative products in the HVAC, plumbing, smart heating, and comfortable home sectors [1] - The exhibition covered an area of 105,000 square meters and attracted 1,065 exhibitors from around the world, including fields such as HVAC, smart home, water purification systems, and energy-saving technologies [1] - The event served as a significant trade platform for domestic and international brands, facilitating the display of the latest technological achievements and promoting high-quality development in the industry [1] Group 2 - Over 40 high-level forums and seminars were held during the exhibition, featuring industry experts, corporate representatives, and research institutions discussing topics like heating technology innovation under carbon neutrality, trends in smart water management, and the future of intelligent comfortable homes [2] - The China Building Energy Efficiency Association highlighted the growing demand for green buildings and smart homes, indicating that the heating industry is undergoing a new round of technological upgrades [2] - The successful hosting of the exhibition not only showcased the latest achievements in the global HVAC and comfortable home industry but also created valuable opportunities for technical cooperation and market expansion among upstream and downstream enterprises in the industry [2]

Group 1 - The U.S. and Vietnam have reached a trade agreement, with Vietnam's exports to the U.S. facing a minimum 20% tariff [2] - China's anti-money laundering regulations are tightening, with a new rule requiring identification for cash transactions over 100,000 yuan starting August 1 [3] - The Chinese government is promoting domestic brands abroad, emphasizing the transition from "Made in China" to "Chinese brands" as a sign of high-quality development [6] Group 2 - The Shanghai summer event will be upgraded in 2025, focusing on attracting global tourists through various activities and services [14] - Hangzhou's land sales have surged, with over 100 billion yuan in revenue in the first half of 2025, leading to the cancellation of new home price limits to boost the real estate market [15] - The Hong Kong IPO market has seen a significant recovery, raising 107.1 billion HKD in the first half of 2025, a sevenfold increase compared to the previous year [30] Group 3 - Li Auto reported a 24% year-on-year decline in June vehicle deliveries, with a total of 36,300 units delivered, raising concerns about its market share [26] - Baidu has announced its largest search engine overhaul in a decade, enhancing its search capabilities and integrating AI tools [27][28] - European air conditioning sales have surged due to extreme heat, with companies like Gree and Haier reporting a 30% increase in sales in Europe [35]

报告导读： 地产景气持续拖累内需，但资源品价格表现有所分化，钢铁、煤炭价格反弹， 建材价格持续下跌。汽车销量继续提升，空调排产同比下滑，内生消费动能仍待改善。 空调排产同比下滑，动力煤价格有所反弹。 上周（ 06.21-06.27 ）中观景气表现分化，值得关注： 1 ）地产景气偏弱持续拖累建工需求，但内需资源品价格表现有所分化。受需求偏弱影响，建材价格环比下 跌，但螺纹钢表需略有改善，钢铁价格有所改善，此外受益于电厂日耗回升的动力煤价也有所反弹。 2 ） 耐用品消费在补贴政策支持下延续较高景气，乘用车销量增速继续提升，但空调 7 月排产较 24 年实绩同 比出现下滑，外需压力依然较大，后续仍要观察消费内生动能的改善情况。 3 ）服务消费景气边际放缓， 但客运需求仍明显增长，暑期服务消费景气仍待观察。 下游消费：地产销售延续偏弱，空调排产同比转负。 30 大中城市商品房成交面积同比 -13.2% ，其中一 线 / 二线 / 三线城市商品房成交面积同比 -9.0%/-1.9%/-42.8% 。 10 大重点城市二手房成交面积同 比 -4.7% ，地产销售延续偏弱。 06.16-06.22 全国乘用车日均零售同比 ...