以下文章来源于底线思维 ，作者若羲 底线思维 . 观察者网时评专栏 但这一套操作下来，除了把自己整得昏昏欲睡之外，防暑降温效果仍然有限。随着午后阳光持续发 力，气温一点点上升，只觉得如坐针毡。 更可怕的是，由于当地纬度高，白昼很长，即使是晚上八九点钟仍然阳光普照。傍晚六七点，在国内 可能气温已经逐渐转凉，但在欧洲，这正是一天中气温最高的时候。 如果实在受不了酷暑，我就只好躲到为数不多有空调的公共场所去"蹭"冷气，周边的大型购物中心和 电影院一到夏天便成了我的"避难所"。 本文来自微信公众号： 底线思维 ，作者：若羲（瑞士日内瓦高等国际关系与发展研究院硕士生）， 头图来自：视觉中国 今年欧洲的夏天似乎来得更猛一些。 随着六月夏至日白昼时长达到顶峰，酷暑也迫不及待地来袭。从南到北，热浪无一例外地笼罩着整个 欧洲。朋友向我诉苦，就连一向阴冷的荷兰阿姆斯特丹，近日最高气温也升到了35度——要知道， 阿姆斯特丹的纬度已经接近我国的北极村，通常夏季气温在15到25摄氏度之间，35摄氏度于他们而 言已经是反常的高温。更何况，即便是高温天气，也没有空调可开。 没错，尽管与中国的酷暑相比， （除南欧之外的） 大部分欧洲地区的高 ...

作者 | 远禾 数据支持 | 勾股大数 据（www.gogudata.com） 空调行业面临的问题，没有一场升温解决不了的。 如果一场升温不够，那就连续升温。 2023年以来，全球遭遇史上最强高温浪潮，多地出现异常高温天气。 作为大多数人心目中的"极寒之地"，过往，东北地区往往被视为避暑胜地。 然而，今年以来，东北地区气温接连突破35℃，成为有史以来最为酷热的夏天。 在异常的高温天气下，不少东北家庭乃至高校，首次购买空调。 京东物流数据显示，6月24日至7月7日这十几天内，黑龙江省空调送货与安装订单量较去年同期增长超300%。 其中，7月4日当天更是"订单井喷"，同比增幅高达400%，创下历史新高。 在接连的高温侵袭之下，东北市场能够填补因为房地产低迷带来的空调初装市场，成为新增量吗？ 01 2020年以前，空调市场和房地产行业高度关联。 商品房销售、房子竣工交付之后，随之而来的，也即是暖通。 2016年，商品房销售面积同比激增22.5%，直接带动2017年空调出货量暴涨60.57%。 而近几年伴随着房地产红利的消退，初装市场饱和，空调市场增长势头也随之放缓。 奥维云网（AVC）PSI监测数据显示，2024年 ...

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]

随着极端高温天气席卷欧洲大陆，空调、热泵等原本被视为"非必需品"的家用电器，正悄然改变部分欧 洲家庭的消费结构。记者近期在欧洲多地走访时发现，欧洲居民对制冷产品的需求正在悄然上升。 空调"闯入"欧洲家庭，并非只靠气温升高，更是一场观念与现实的博弈。 在柏林近郊，记者探访了一处上世纪中叶建成的老旧居民区。7月初午后，气温逼近36摄氏度，楼道闷 热仿佛蒸笼，不少住户仍靠风扇和遮阳帘艰难应对酷暑。"装空调太贵了，而且也不环保。"居民马库斯 说。 记者了解到，德国一台1.5匹空调的售价介乎600至800欧元，但安装费用超过1500欧元，而且须经过物 业审批，手续繁琐。对众多租房者而言，安装空调不仅要获得房东许可，搬家时还需恢复原状，无形中 抬高了空调使用门槛。 欧洲大量老旧建筑缺乏空调预设管道，也成为推广难题。出于建筑立面保护考虑，许多历史建筑禁止安 装室外机。即便完成安装，后续使用产生的高昂电费也不容忽视。柏林居民马库斯打趣道："开三个月 空调的钱，够给孩子报半年足球班了。" 美国有线电视新闻网报道，整个欧洲仅有约20%的家庭配备制冷设备，英国为5%，德国仅3%。当酷暑 日益常态化，空调缺位开始激起关于"气候公平" ...

东北罕见高温，南方直逼40℃......面对今夏全国持续攀升的高温天气，"学校没有空调"频繁引起关注。 眼下正值暑期，不少学校利用这段时间进行校园设施升级，近期，邳州市教育局在"清凉教室"工程招标 中看中海尔空调制冷快、售后服务好，决定为全市16所中小学教室安装共计2210套海尔空调。 邳州夏季高温天气频发，教室温度时常超过38℃，不仅让学生难以集中注意力听课，也影响着师生的身 体健康。在空调方案选择上，空调的极速制冷能力成为关键考量因素，最终选定为教室配备海尔1.5匹 挂机，开启后约3分钟即可将室温降至舒适的26℃，有效应对教学时段的高温挑战。安装时，室外机统 一进行高位安装，并加装防护栏，确保学生安全。 为保障空调稳定运行，项目同步进行了配套电力设施升级改造，包括新增箱式变压器，以及对部分学校 内部电路进行系统性改造。整个安装及电力改造工程计划在45天内完成。预计9月新学期，邳州3.2万余 名师生将享受到更清凉的教学环境。 因制冷强、服务好，全国计划安装空调的学校半数以上都选了海尔。除了中小学空调配套项目，海尔空 调近期还接连中标齐鲁工业大学、华北理工大学、华中科技大学等高校空调项目。截至6月中旬，全国 ...

Q&A 当前家电行业的出口情况如何，关税政策对行业有何影响？ 家电行业的出口情况受到各国关税政策的显著影响。近期，美国与越南达成了 20%的关税协议，而东南亚国家如菲律宾、马来西亚、印尼等普遍在 30%以 上，日韩为 25%，巴西则高达 50%。越南目前拥有最低的关税，这使得符合 越南原产国认证的产品在美国市场具有竞争优势。因此，许多企业选择在越南 扩产，以便利用较低的关税优势。家电产业链，包括钣金、喷漆、PCB 等领域， 也随之向越南转移。 此外，美国国内铜价因特朗普政府加征 50%关税而上涨， 这进一步影响了原材料成本。整体来看，中国家电供应链在海外市场特别是美 国市场上的可替代性较弱，因此确定性对于企业至关重要。在这种背景下，拥 首席联合电话会 - 消费专场 20250710 摘要 越南关税优势吸引家电产业链转移，叠加美国对中国商品加征关税，促 使企业在越南扩产以降低成本，科沃斯、石头科技、德昌股份等已在越 南设厂，美的和兆驰股份也在扩展越南生产线。 美国需求平稳且对涨价接受度高，叠加黑五和圣诞采购周期临近，出口 链公司，尤其是龙头企业，预计将迎来明确的业绩增长，二季度或成为 业绩底部。 国内家电市场表 ...

Core Viewpoint - The article discusses the increasing heat waves in Europe, highlighting the low air conditioning penetration rate and the challenges faced by residents in coping with extreme temperatures [1][28][31]. Group 1: Air Conditioning Penetration and Usage - Air conditioning penetration in Europe is significantly lower than in China and the United States, with only 20% of households having air conditioning, and even lower rates in Germany (3%), the UK (3%), and France (5%) [1][28]. - The European Union accounted for only 1.2% of global cooling energy consumption in 2016, indicating a limited reliance on air conditioning compared to other regions [4][28]. Group 2: Challenges in Air Conditioning Installation - Installing air conditioning in Europe is complicated by legal and policy restrictions, requiring permits and approvals that can take months to obtain [11][13]. - The high cost of air conditioning units and installation, ranging from €1,850 to €2,900 (approximately 15,600 to 24,500 RMB), makes it a significant financial burden for many residents [16][18]. - The short duration of high temperatures in many parts of Europe (typically 2-4 weeks) reduces the perceived value of investing in air conditioning [19][20]. Group 3: Alternative Cooling Solutions - Many Europeans prefer to spend time in air-conditioned public spaces such as shopping centers and cinemas during heat waves, which is often more cost-effective than installing air conditioning at home [8][24]. - Government initiatives, such as providing cooling centers and free access to public facilities for vulnerable populations during heat waves, help mitigate the impact of extreme temperatures [25][28]. Group 4: Climate Change and Future Considerations - The increasing frequency and intensity of heat waves due to climate change pose a public health risk, leading to discussions about the need for more widespread air conditioning [29][31]. - Balancing the need for cooling with environmental commitments, such as the EU's goal to reduce greenhouse gas emissions by 55% by 2030, presents a significant challenge for policymakers [30][31].

Core Insights - The extreme heatwave in Europe has led to a surge in demand for Chinese air conditioners, which are now seen as essential for survival rather than luxury items [1][8] - European consumers are increasingly recognizing the superiority of Chinese air conditioning brands over local options, driven by efficiency, cost savings, and rapid installation services [7][10] Market Dynamics - Over 12.77 million Chinese air conditioners were imported into Europe in the first five months of 2025, marking a year-on-year increase of 31.5% [7] - Major Chinese brands like Haier and Midea have seen sales growth exceeding 30%, indicating a significant market penetration [7] Consumer Behavior - European consumers, previously resistant to air conditioning due to cultural perceptions, are now rapidly adopting Chinese brands as they realize their effectiveness and efficiency [3][10] - The shift in consumer sentiment is highlighted by media reports praising the performance and cost-effectiveness of Chinese air conditioners compared to local brands [7][10] Technological Advancements - Chinese air conditioning brands are introducing innovative products tailored to the European market, such as Midea's PortaSplit air conditioner, which requires no drilling for installation [5] - The use of environmentally friendly refrigerants and high energy efficiency ratings (EU A-grade) by brands like Gree is setting new standards in the industry [7][10] Future Outlook - The ongoing climate crisis is expected to increase the demand for air conditioning in Europe, solidifying its status as a necessity [8] - Chinese air conditioning manufacturers are positioned to lead in the global green cooling industry, leveraging their technological advancements to meet new environmental regulations [10]

Core Viewpoint - The establishment of the intelligent temperature control product manufacturing base by Guangdong Shenling Environment marks a significant step in the new infrastructure and green low-carbon industry layout in Shunde, aiming to become a leading center for data center and energy storage temperature control equipment research and manufacturing [1][2]. Group 1: Project Overview - The project has a total investment of 680 million yuan and covers an area of 63 acres, with the goal of creating a globally leading research and manufacturing center for intelligent temperature control products [1]. - The new facility includes two digitalized four-story buildings and a nearly zero-energy comprehensive green building, expanding the total construction area from 35,000 square meters to over 100,000 square meters [2]. Group 2: Technological Innovation - The company has developed the "Shenling IoT Platform," integrating equipment, energy-saving self-control systems, and platform services to provide green low-carbon solutions [2]. - The project has been recognized as a national advanced technology demonstration project for green low-carbon initiatives, showcasing a model for energy-efficient utilization and precise carbon emission management [2]. Group 3: Corporate Development - Guangdong Shenling Environment, established in 2000 and listed in 2021, operates across the entire chain of air conditioning, environmental governance, and energy management, serving major clients like Huawei and Tesla [3]. - The company aims to expand into the Malaysian market by 2025, offering comprehensive lifecycle services for green low-carbon temperature control products and technologies [3]. Group 4: Government Support - The local government has implemented innovative measures to enhance service efficiency for enterprises, facilitating the project's development and ensuring a supportive environment for high-quality growth [4]. - The project is part of the "Green Beautiful Enterprise" initiative, promoting urban quality improvement through collaboration between government and enterprises [5]. Group 5: Regional Development - Chen Village is experiencing a new wave of high-quality development, with multiple enterprises choosing it as a preferred investment destination [6].

近期，中国人民银行广西壮族自治区分行在广西柳州市启动明示企业贷款综合融资成本试点工作，由银 行与客户一同填写融资过程中涉及的各类费用，形成"贷款明白纸"。同时，银行客户经理运用专业知 识，引导企业规避不合理收费，并为符合条件的企业争取无还本续贷、政府性融资担保、财政贴息等支 持政策，促进企业综合融资成本下降。 目前，相关试点银行通过"试点先行、逐步推广"的方式，不断扩大开展试点工作的网点范围，为当地企 业营造了良好的融资环境。截至2025年5月末，试点银行合计向154家经营主体明示"贷款明白纸"，服务 贷款金额19.66亿元。这些数据背后，是一个个鲜活的企业融资案例，生动展现了"贷款明白纸"如何为 企业带来实实在在的融资便利和成本降低。 柳州市柳城县马山镇是当地木材加工产业园的所在地，凭借其产业优势与政策支持，持续吸引着来自山 东、湖南等地的成熟木材加工企业入驻。广西某木业有限公司作为该产业园内的头部企业，因扩大生产 规模，面临着流动资金紧张的困境。柳城农商银行在获知这一情况后，迅速响应，第一时间上门进行对 接与调查，并依据企业的实际需求，为其提供了800万元的机械设备抵押流动资金贷款。同时，该行协 助企业填 ...