The situation of air conditioning industry in the second half of the year with insufficient pulling

"Although air-conditioning sales in the first two quarters of 2013 were better than last year's, the pulling power of the whole market was insufficient. Under the circumstances of the withdrawal of energy-saving products Huimin Project and the continuing restriction of the real estate market, the air-conditioning market in the second half of 2013 was not optimistic."

On May 31, 2013, Peng Yu, Vice President of Zhongyikang, predicted at the 2013 (6th) Annual Conference of China Air Conditioning Industry, co-sponsored by China Electronic Newspaper and Beijing Zhongyikang Times Market Research Co., Ltd.

In 2012, the air-conditioning industry showed a downturn due to the macroeconomic downturn, the sluggish real estate market demand, the policy of replacing the old with the new and the home appliances to the countryside leading to the advance expenditure of consumer demand and other factors. With the gradual improvement of the domestic economic situation in the second half of 2012, the continuous use of security housing and the stabilization and revival of the real estate market in 2013, as well as the combined effect of the energy-saving products and Huimin Project, the air-conditioning market finally ushered in the recovery momentum in the first quarter of 2013. According to Zhongyikang's monitoring data, air conditioning retail sales and retail sales increased by 17.1% and 21.44% respectively from January to March 2013.

Peng Yu said that Huimin Project, an energy-saving product, played an important role in promoting industrial restructuring and terminal consumption in the past year. As of April 2013, the retail market share of air-conditioning energy-saving winning bidders increased from 15.62% in June last year to 65.69%. Driven by the energy-saving product Huimin Project, the market share of energy-efficient two-stage frequency converter and fixed-speed machine has risen rapidly. "Take the May Day Golden Week as an example, the retail sales share of energy efficiency level 2 converters is as high as 36.9%, the retail sales increase 416.5% year-on-year, and the retail sales share of energy efficiency level 2 fixed-speed converters is 32.5%, up 166.6% year-on-year."

At the same time, with the upgrading of the industry, the proportion of high-end products has increased, and the average price of products in the air-conditioning market has shown an upward trend. "Still take the May Day Golden Week as an example, the average retail price of air conditioners has increased by 8.5% over the same period last year. Among them, the average price of the most expensive products in the market, the energy efficiency level 1 speed regulator and the energy efficiency level 2 frequency converter, has dropped significantly, by 32.6% and 21.3% respectively. Peng Yu said.

As for the industry trend in the second half of 2013, Peng Yu believes that with the end of the energy-saving products Huimin project, the air-conditioning market in the second half of 2013 will also enter a deep adjustment period, and the third quarter may reappear a trough, the market prospects are not optimistic.

It is worth mentioning that with the continuous upgrading of energy efficiency of air conditioning products in the market, the new version of energy efficiency standards for variable frequency air conditioners, which have been revised and will be promulgated and implemented recently, has also attracted wide attention in the industry. At the annual meeting, participants had different opinions on when the new frequency conversion standard would be introduced. Most industry insiders believed that the new standard would be introduced in October this year. Qi Yun, Deputy Engineer of China Household Electrical Appliances Inspection Institute, said that since the revision of the standard improves not only the level of energy efficiency, it is necessary for enterprises to adjust product structure, improve heating energy efficiency, increase heating capacity, reduce standby power, and enhance laboratory testing capacity to adapt to the changes of the new version of the standard. Change.