Core Viewpoint - China's air conditioning exports are projected to reach nearly 94 million units in the 2025 cooling year, marking a 14.7% year-on-year increase, with Europe experiencing a significant growth of 39.5% [1] Group 1: Market Demand and Growth - The increase in air conditioning exports is driven by extreme summer temperatures in Europe, where many regions have seen temperatures exceed 40°C, leading to a shift in perception of air conditioning from a luxury to a necessity [1] - China's air conditioning brands, including Gree, Midea, and Haier, have increased their market share in Europe from 27% in 2023 to 41% in 2025 [1] - The penetration rate of Chinese air conditioning products in Europe has risen from 12% in 2020 to 27% in 2025, indicating a rapid market expansion [3] Group 2: Competitive Advantages - Chinese air conditioning products are competitive due to their energy efficiency, with many meeting the EU's A+++ standard, and their prices being 20%-30% lower than local European brands [1] - The focus on green and energy-efficient technologies has become a key selling point for Chinese air conditioning products, aligning with strict EU environmental standards [2] - Innovations such as low-noise systems and solar-powered air conditioning units are enhancing the green competitiveness of Chinese brands [2] Group 3: Targeted Innovation and Market Strategy - Chinese air conditioning companies are adopting targeted innovation strategies, such as offering portable air conditioning units that are easy to install, catering to the high installation costs in Europe [3] - Products designed for specific demographics, such as simplified controls for elderly users and emotionally designed products for younger consumers, are part of the differentiated approach to market entry [3] - Companies like Midea and Gree have invested in local operations and R&D in Europe to better understand consumer needs and adapt products accordingly [3] Group 4: Future Market Opportunities and Challenges - The International Energy Agency predicts that the number of air conditioning units in the EU will double by 2050, creating a demand for over 10 million units annually in the coming years [4] - However, European manufacturers face a significant supply gap, with local production capacity projected at only 3.2 million units in 2024, presenting a market opportunity for Chinese companies [4] - Chinese air conditioning manufacturers must prepare for stricter EU regulations on refrigerants by 2026, which will require about 35% of current exports to undergo technical modifications [4] - Long-term competitiveness will depend on transitioning from price competition to value competition, focusing on brand building, localization, and sustainable technology development [4]

Group 1 - The core viewpoint emphasizes the growth of the air conditioning market in China, driven by high temperatures and increased domestic and international sales [1][2] - In the first half of the year, domestic air conditioning sales reached 126.3 billion yuan, a year-on-year increase of 12.4%, while export value reached 9.35 billion USD, growing nearly 10% [1] - Chinese air conditioning companies are shifting from relying solely on cost advantages to leveraging technological innovation, green low-carbon solutions, and smart IoT to gain competitive advantages in international markets [2][3] Group 2 - The export volume of air conditioners to EU countries increased by 43.2% year-on-year in the first half of the year, setting a historical record for the same period [2] - New air conditioning products with features like fresh air, purification, and smart temperature control are becoming popular in the market, reflecting the industry's response to changing consumer demands [3] - The construction of a unified national market has facilitated rapid responses to regional demand surges, with e-commerce platforms quickly adjusting supply to meet increased orders [3]

创新是企业打开国际市场的"钥匙"，也是提升自身实力的关键。国产空调走俏海外的同时，内销也创下 佳绩。京东平台数据显示，7月至8月，黑龙江、吉林、辽宁东北三省的空调成交额同比分别增长 400%、350%、150%。 空调在传统非主力销售地区热销，既有高温天气助力，也离不开自身实力的提升。为满足市场新需求， 抢占更新市场，不少企业加快科技创新、扩大优质供给。眼下，具备新风、净化、智能控温等功能的空 调成为市场"新宠"。借助消费品以旧换新的"东风"，在供给与需求的协同互促中，中国制造站上了更高 的发展台阶。 再往深看，这也折射出全国统一大市场建设的成效。比如，部分空调产品在华北、东北"断货"之后，电 商平台立刻启动"南空北调""南工北调"，快速响应区域订单激增，有效满足市场需求。再如，随着全国 综合立体交通网加快完善，空调这种大件商品能以更加经济高效的方式配送至县乡、村落。 透过空调看中国制造，谋创新、促升级、抓机遇，深耕国际国内两个市场，更多行业将进一步筑牢面向 未来的核心竞争力。 谋创新、促升级、抓机遇，深耕国际国内两个市场，更多行业将进一步筑牢面向未来的核心竞争力 今夏，北半球多国持续高温，我国多地打破气温纪 ...