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开利全球(CARR.US)展望前景:住宅HVAC业务恐骤降 商用市场强劲补增长
Zhi Tong Cai Jing· 2025-09-11 01:49
Core Insights - Carrier Global's CEO David Gitlin assessed the adverse factors affecting the residential HVAC market, while highlighting strong growth areas such as commercial HVAC, data centers, and aftermarket services [1] Residential HVAC Market - Carrier Global's North American residential business is expected to see a sharp decline, with a projected drop of over 40% in business volume for Q3 due to weakened consumer demand and significant inventory reductions by dealers [1] - The company anticipates a year-over-year sales decline of approximately 30% in residential HVAC for the third quarter, resulting in a revenue gap of $500 million compared to previous expectations [1] - Gitlin noted that the industry is experiencing its lowest business volume in nearly a decade, attributing this to high interest rates and consumer pressures that are delaying residential HVAC activities [1] Cost-Cutting Measures - To mitigate the impact of the downturn, Carrier Global is implementing aggressive cost control measures, including the layoff of over 2,000 non-direct employees and deeper production adjustments [1] Commercial HVAC and Data Center Growth - Despite the residential market decline, Carrier Global's $6.5 billion commercial HVAC business is expected to achieve double-digit growth for the fifth consecutive year, driven by strong demand from data centers, healthcare, and electronics manufacturing [3] - Revenue related to data centers is projected to reach $1 billion by 2025, up from $500 million in 2024 [3] - Gitlin emphasized that the company's achievements in the data center sector have exceeded expectations, with investments in capacity expansion and cutting-edge technologies [3] Aftermarket Services - The aftermarket services segment continues to perform well, with double-digit growth attributed to digital solutions and interconnected platforms like Abound and Lynx [3] European Strategy and Viessmann Integration - Gitlin reiterated the long-term value of acquiring Viessmann's climate solutions business, despite lower-than-expected sales in Europe, particularly in the German residential heating market [4] - Carrier Global expects to achieve $200 million in cost synergies within three years and anticipates $100 million in revenue synergies from cross-selling and channel expansion [4] Carrier Energy and HEMS Opportunities - Carrier Energy, a solution combining batteries and heat pumps, aims to alleviate grid pressure during peak electricity usage and allow homeowners to feed power back to the grid [5] - The system is currently in field testing and is expected to be commercially available by early 2026, with strong user interest noted [5] Long-Term Outlook - Although Carrier Global will provide new full-year performance guidance during its Q3 earnings call, executives remain confident in the company's long-term growth prospects, with strong performance expected in commercial HVAC and aftermarket services [6] - The residential market is anticipated to recover in 2026, benefiting from the historical low levels expected in 2025 [6]
“征拓”亮相2025年柏林国际消费电子展
Zheng Quan Ri Bao Wang· 2025-09-10 13:12
Group 1 - The core focus of the news is on Guangzhou Jianghai Technology Co., Ltd.'s brand "Zhengtuo" showcasing innovative clean energy solutions at the IFA 2025, highlighting their advancements in home energy management systems and energy efficiency [1][2] - "Zhengtuo" introduced two AI-driven energy solutions for European households: a balcony energy storage system with a capacity expandable to 11.52 kWh and an AC coupled storage system expandable to 17.28 kWh, aimed at optimizing energy costs and efficiency [1] - The upgraded Home Energy Management System (HEMS) can help households save up to 42% on electricity bills through features like precise load control and data-driven energy management [2] Group 2 - This marks the eighth year "Zhengtuo" has participated in the exhibition, emphasizing the company's commitment to convenience and safety in energy solutions [2] - The exhibition showcased a variety of Chinese products in smart home technology, home appliances, and other sectors, attracting international buyers and highlighting China's competitiveness in the global clean energy market [2] - The participation of "Zhengtuo" at the IFA 2025 underscores the deepening green cooperation between China and Europe [2]