Cooling demand drives the "hot consumption" of air conditioning products
2025-08-18
Since the beginning of this year, high temperatures have swept across the globe. In the scorching summer, "coolness" has become an urgent need for the people. Chinese air conditioning products are selling well both domestically and internationally, helping the world switch from "barbecue mode" to "cool mode". The combination of multiple factors is driving the demand for air conditioning "heat". "This summer is too hot, even relying on fans is not enough. It's already August and I'm still taking a 'sweat' shower. After enduring a summer, I couldn't help but place an order and buy a few air conditioners a few days ago. ”Mr. Dong from Panjin City, Liaoning Province said. Since the beginning of this summer, the pattern of "cool in the north and hot in the south" has been disrupted, with coastal cities in Northeast China and Jiaodong experiencing temperatures exceeding 35 ℃. Air conditioning, which was previously optional, has suddenly become a "life-saving tool" for northerners. According to data from JD platform, the overall transaction volume of JD air conditioners has increased by over 60% year-on-year since June, and the number of ordering users has increased by nearly 90% year-on-year. In mid to early July, the transaction volume of JD air conditioning in Jilin Province, Liaoning Province, and Heilongjiang Province increased by 25 times, 10 times, and 8 times respectively year-on-year, and the number of users who purchased air conditioning for the first time in the three northeastern provinces increased by more than 800% year-on-year; The year-on-year growth of air conditioning transactions in North China, Central China, Northwest China, Southwest China and other regions exceeded 500%. At the Eurasia Home Appliance Store in Changchun, Jilin Province, multiple customers gathered around various air conditioning prototypes to learn about their functions and inquire about their prices. This air conditioner has functions such as air purification and intelligent anti direct blowing, suitable for use in the living room. Combined with the national subsidy discount, it can save more than 1000 yuan, "said Wu Jingmeng, a customer who just ordered an air conditioner. Affected by the continuous high temperature weather and the national policy of exchanging old for new, both household and central air conditioning are making efforts. Yang Xiangxi, Brand Director of Hisense Air Business Unit, introduced that the replacement rate of Hisense's old users has reached about 30%, driving a year-on-year increase of over 10 percentage points in sales of household air conditioners. Under the demand for coolness, "how to avoid 'electricity assassins'" and "whether to add more functions" have become the focus of consumer attention. The relevant person in charge of Gree introduced that "in terms of product selection, consumers have clear preferences, and more than 90% will choose the new level of energy efficiency products. Refrigeration capacity is the primary consideration factor, while also taking into account winter heating needs, and the attention to health functions such as fresh air and sterilization is increasing." Under the stimulation of high temperature weather, Hisense's Shandong Pingdu, Zhejiang Huzhou, Guangdong Jiangmen and other bases have reached full capacity production, and some best-selling models of top air conditioning brands in physical stores in North China and Northeast China, as well as online e-commerce platforms, have even experienced stock shortages. For this reason, multiple companies quickly "transferred air from the south to the north" to ensure the supply of air conditioning. Since July, Tmall has partnered with Haier, Midea, Gree TCL、 Brands such as Aux, Hisense, and Hualing urgently dispatched the first batch of 100000 air conditioners from their air conditioning production areas and warehouses in Guangdong, Hubei, Zhejiang, and other places to the three northeastern provinces, with a year-on-year increase of 800% in supply. The reporter visited and learned that the sharp increase in air conditioning sales has brought new challenges to the existing supply chain and installation service system. After sales installation efficiency has become the main competitive link for major air conditioning companies to seize the market. Therefore, at the same time as the "South Air North Transfer", air conditioning companies have simultaneously launched the "South Industry North Transfer" and dispatched after-sales service teams to the northern region to carry out "emergency support". Just after completing a local installation task at noon, I received a dispatch notification to support Qingdao. ”Ming Xiaobo, an air conditioning installation engineer at Hisense Chongqing, said that several members of the team drove thousands of miles to Qingdao with tools to support the operation. Around the end of June, the real-time installation work orders connected to the Heiji (Heilongjiang and Jilin) operation center showed an abnormal increase, with the value skyrocketing from around 2000 to 6000. ”Zou Xiao, the head of household air conditioning user service for Midea Group in China, introduced that according to predictions, the installation demand will further increase in the future. The company immediately carried out personnel deployment, and nearly a thousand service engineers from Guangdong, Sichuan, Henan and other places rushed to Heilongjiang and Jilin regions to carry out off-site installation support work. Zhang Chaowei, after-sales service engineer of Midea Group, said that buildings in Northeast China generally have thickened thermal insulation walls, and the team has deployed high-power drills, high-strength drills and other tools in advance. In July, temperatures in many European countries exceeded 40 degrees Celsius, shaking the traditional belief of local residents that they do not rely on air conditioning for summer. The "cool economy" is driving air conditioning exports with unexpected strength. According to data from the General Administration of Customs, China exported air conditioners worth 46.81 billion yuan in the first seven months of this year, a year-on-year increase of 4.9%; Among them, China's exports of air conditioners to Europe amounted to 12.92 billion yuan, a year-on-year increase of 28.9%, especially in July when exports to Europe increased by 19.5%. Since the beginning of this year, Hisense air conditioning has seen strong demand in several key overseas markets such as Southeast Asia, the Middle East, and Latin America. Combined with our continuous optimization in localized marketing, product adaptation, and channel layout, the export growth rate of Hisense air conditioners will reach 17% in the first half of 2025, achieving an overall increase in both quantity and price, "said Yang Xiangxi. The high temperatures in Europe, combined with the advantages of Chinese air conditioning products in technology, energy consumption, and cost-effectiveness, have greatly increased the overseas orders of Chinese air conditioning companies. In the first half of this year, Midea's air conditioning sales in the European market increased by 35% overall. Among them, the sales of self owned brands in France increased by 68% year-on-year. Zhu Zhou, Director of Midea Air Conditioning Europe, introduced that Midea Solstice air conditioning is equipped with AI energy-saving "cool power saving" technology, which can reduce unnecessary energy consumption, with an energy-saving rate of over 30%. It has achieved good sales in Greece, Cyprus, Spain, and Italy, further supporting the global breakthrough of Chinese private brands. In response to the high cost of installing air conditioning in Europe, Midea has launched an innovative category called PortaSplit air conditioning, which is highly popular in countries such as Germany, France, Italy, and the Netherlands. In response to the fast demand for high temperatures and short cycles, Chinese air conditioning manufacturers are able to keep an eye on it, run quickly, and provide adequate supply. Jiangmen Baoshi Refrigeration Appliance Co., Ltd.'s intelligent and environmentally friendly mobile air conditioning system has the advantages of adapting to ancient European buildings, no need to wait for professional installation, meeting energy efficiency standards, and high cost-effectiveness. In the current surge of demand, the company has quickly adjusted its production schedule and seized this window of volume increase. From "air conditioning sales explosion" to "sustained growth", air conditioning companies have made advanced layouts in response to the demand of the European market. At present, Europe is accelerating the elimination of old models of air conditioners, and a large number of cities, especially in southern Europe, are upgrading and replacing them, requiring manufacturers to have 'green capabilities', "said Li Xueliang, Executive President of Jiangmen Baoshi Refrigeration Appliance Co., Ltd. The company has expanded its zero carbon factory by 160000 square meters, specializing in high-efficiency products, and reduced logistics costs by 15% through the" combination port "model. The International Energy Agency predicts that the number of air conditioners in the European Union may double by 2050, bringing huge opportunities for Chinese companies. Energy saving AI、 New features have become a key focus of competition for domestic manufacturers in both domestic and international markets. Zhou Nan, Secretary General of the Household Appliances Branch of the China Chamber of Commerce for Import and Export of Machinery and Electronics, introduced that China's air conditioning production capacity accounts for nearly 80% of the world's total, providing energy-saving, efficient, green and low-carbon air conditioning products for the world. With global climate change and economic growth in developing countries, the potential for China's air conditioning exports remains significant in the future. (New Society)
Edit:Momo Responsible editor:Chen zhaozhao
Source:Economic Information Daily
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