前言： 当前空调行业正处于"破局与重构"的关键阶段：政策层面大力推动低碳转型，叠加极端高温天气与消费补贴政策的共振，进一步释放市场需求；消费端则从基础温 控向"舒适+健康+高 端"方向升级，舒适型、健康型空调已成为行业明确的新增长点。 看环境：政策推动与技术创新的双重驱动 节能降碳向低碳转型对空调市场的全生命周期发展具有深远意义，这一过程通过政策引导与技术创新的双重驱动，正在重塑行业 格局并催生新的增长模式，助力空调市场全生命周期稳定发展 在此背景下，艾 瑞数智依托全域大数据监测与深度消费调研，撰写《2025空调行业趋势与消费需求白皮书》。报告旨在全面扫描行业发展趋势，解读消费市场新图 景与用户需求新图谱，同时剖析舒适健康空调标杆案例，为空调品牌、渠道商及行业从业者提供精准决策参考，助力行业抓住增长机遇，实现从"卖产品"到"卖生活 方式"的转型突破。 空调行业趋势与消费需求 丨白皮书 | 以"双碳"为目标，制造超一级能效产品 | 政策驱动发展 | | | | --- | --- | --- | --- | | | | 高效设备应用 | 高能耗低效向高效节能转型 | | | 国家和地方政策相继出台,如《加 快推 ...

Core Viewpoint - The air conditioning industry is undergoing a critical phase of "breaking through and restructuring," driven by policies promoting low-carbon transformation, extreme high temperatures, and consumer subsidy policies, leading to increased market demand. The consumer focus is shifting from basic temperature control to "comfort + health + high-end" upgrades, with comfort and health-oriented air conditioners emerging as clear new growth points [1]. Group 1: Environmental Factors - The dual drivers of policy and technological innovation are reshaping the air conditioning market, emphasizing energy efficiency and low-carbon transformation, which is expected to stabilize the industry's lifecycle development [2]. - National subsidy policies have reduced consumer purchase costs, while extreme high temperatures have directly stimulated market demand, enhancing air conditioning sales and positively impacting the related supply chain [3]. Group 2: Market Dynamics - The air conditioning market is entering a mature phase with stable growth, where online sales account for 60% of the market, and traditional e-commerce remains the core traffic entry point. Price differentiation is evident, with low-priced and high-priced segments both seeing increased market share [5]. Group 3: Consumer Demand - Social media discussions reflect the evolving demands for air conditioning, with energy efficiency, comfort, cooling performance, aesthetics, and health becoming the top ten topics of interest for 2025 [9]. - The evolution of air conditioning from a "single temperature regulator" to a "quality lifestyle hub" that integrates comfort, health, and aesthetics is evident, with a focus on improving air quality and harmonizing with home decor [11]. - The high-end air conditioning market is evolving towards a comprehensive experience that combines "extreme comfort + health purification + aesthetic integration + smart connectivity" [13]. Group 4: Opportunities and Trends - The transition from "selling products" to "selling lifestyles" is a significant opportunity, focusing on specific living scenarios, spatial functions, and emotional needs of users [15]. - The demand for air conditioning is shifting towards comfort, health, and high-end features, indicating a deeper consumer need for quality and experience [17]. - The main consumer groups for air conditioning are shifting towards younger generations, particularly those born in the 2000s and 1990s, with a focus on comfort in family settings [19]. Group 5: Purchase Behavior - Consumers are increasingly motivated by the need for functionality and quality of life improvements, moving from basic needs to higher quality and better experiences [21]. - The primary information channel for consumers is e-commerce platforms, with JD.com recognized as the leading source for appliance information and purchases [24]. - Performance and quality are critical factors in purchase decisions, with consumers becoming more rational and focused on comprehensive experiences rather than just price sensitivity [28]. Group 6: Product Features and User Feedback - High satisfaction rates (over 99%) for features like "no-wind" and "soft wind" indicate strong consumer preference for comfort and health functionalities in air conditioning products [58]. - The integration of health features, such as air purification and self-cleaning technologies, is becoming a key selling point, enhancing the overall value of air conditioning products [57]. Group 7: Collaborative Innovations - JD.com collaborates with major air conditioning brands to promote comfort and health technologies, successfully driving sales of various air conditioning products that meet evolving consumer demands [61].