2 thoughts on “Air -conditioning development trend”
Glen
Refrigeration, air -conditioning equipment industry related companies: ice wheel environment (000811), Shuangliang energy saving (600481), Hairong Cold Chain (603187), Yindu (603277), Snowman (002639) and other Core data of this article: China cooling, air -conditioning equipment industry market size, China refrigeration, air -conditioning equipment industry competition pattern, etc. industry overview 1, definition , refrigeration, air -conditioning equipment, refers to the use of professional production and business operations. The manufacturing of refrigeration equipment and air -conditioning equipment does not include the manufacturing of household air -conditioning equipment. Refrigeration air -conditioning equipment is a mechanical equipment that is closely related to the national economy and people’s life. According to different uses, it can be divided into commercial refrigeration equipment, industrial refrigeration equipment, central air conditioning, vehicle air conditioning and other refrigeration air conditioning equipment. 2, analysis of the industrial chain: There are more upstream supply industries The upstream of refrigeration, air -conditioning equipment industry are mainly metal, electronic components, refrigeration compressors, electronic expansion valves, condenser and evaporators, etc. Composition, the main refrigeration and air -conditioning equipment in the middle reaches, the downstream application scenarios are mainly cold chain transportation, power industry, pharmaceutical industry and public and commercial buildings. In represents an enterprise in the industrial chain, the upstream of the industrial chain represents companies in the steel industry, Baosteel Co., Ltd., Tai Steel Stainless, etc., the Nonferrous Metal Industry Dingsheng New Materials, Jiangxi Copper Industry, etc. , Li Xun Precision, etc., Hai Li shares, Sanhua Holdings, Zhejiang Fuyuan, etc. of equipment parts; representative companies in midstream refrigeration and air -conditioning equipment include Shuangliang Energy -saving, Kaixue Cold Chain, Hairong Cold Chain, Yindu Co., Ltd., etc. The industry development process: my country has become the industry’s production and consumer country . my country’s refrigeration and air -conditioning industry started in the 1950s and 1960s. Essence Nowadays, the refrigeration and air -conditioning industry is also an important part of my country’s equipment industry. With the continuous development of refrigeration technology, refrigeration equipment has been widely used in various fields of commercial and industrial fields such as food processing, agricultural production, supermarkets, metropolitan retail, petrochemical, biomedical, etc., involving various fields of national economy and daily life. rn上游供给情况：制冷空调设备带动上游零部件行业发展rn制冷空调设备的上游原材料和零部件有钢材、有色金属材料、电子元件、制冷压缩机、电子膨胀阀、蒸发与Concubator and so on. First of all, in the context of the supply-side reform and production capacity from 2016 to 2017, in 2016 to 2017, the steel output of steel in 2017 declined, which was 1.046 billion tons, a year-on-year decrease of 0.16%. From 2018 to 2020, the output of steel continued to rise, an increase of 1.325 billion tons, a year-on-year increase of 10%. The representative materials of non-ferrous metal materials for copper and aluminum materials, the output of copper and aluminum materials in my country from 2016-2020 shows a trend of decreasing first and then increased. In 2020 A year -on -year increase of 1.40%; a total of 57.793 million tons of aluminum was produced, a year -on -year increase of 10.03%. Irds from the supply of upstream components in China’s refrigeration and air -conditioning equipment, with the improvement of my country’s manufacturing strength and the excavation of the cooling and air -conditioning equipment market, the overall development of my country’s refrigeration and air -conditioning equipment upstream components industry is better. downstream applications: There are more application scenarios in the downstream The refrigeration and air -conditioning equipment is a mechanical equipment that is closely related to the national economy and people’s lives. , Metallurgical, Power, Transportation, Environmental Protection, Light Industry and other fields. Among them , Said areas such as commercial business houses. The industry development status 1. Number of enterprises: The industry has more than a thousand companies above designated size The refrigeration and air -conditioning equipment industry are a large industry that accommodate a large number of segments and has many companies. According to statistics from the National Bureau of Statistics, the number of enterprises in my country above designated size and air-conditioning equipment industry in my country showed a growth trend from 2012 to 2018. However, in 2019, the number of refrigeration and air-conditioning equipment industries above designated size and air-conditioning equipment in China declined for the first time, with a total of 1,174. According to the situation of new enterprises in my country’s refrigeration and air -conditioning equipment industry in 2020, the number of companies in my country above designated size and air -conditioning equipment industry in 2020 is about 1,157. 2. Market scale: The industry’s total market fluctuation growth In recent years, the domestic economic growth has grown rapidly, the living standards have leaps in qualitatively, and the demand for freezing and refrigeration has become increasingly prominent. According to the statistics of the National Bureau of Statistics, the sales revenue of the cooling and air-conditioning equipment industry above designated size and air-conditioning equipment in my country showed a shock growth trend. In 2019, the sales revenue of refrigeration and air-conditioning equipment industry above designated size and air-conditioning equipment was approximately 267.875 billion yuan, an increase of 8.69%year-on-year. Based on the operating situation of industry enterprises and the national economic situation, it was initially estimated that the sales revenue of refrigeration and air -conditioning equipment industries above designated size increased by about 279.8 billion yuan. 3, market structure: Central air -conditioning, commercial refrigeration equipment occupation is the main subdivision product according to statistics such as industrial online, cold and cold through, and other key segmented products for refrigeration and air conditioning equipment In the equipment, central air conditioning and vehicle air conditioning, the following refrigeration and air -conditioning equipment market segmentation product structure is calculated: In the market structure in 2020, the central air -conditioning market accounts Compared with large to small, commercial refrigeration equipment, automobile air conditioning, industrial refrigeration equipment. The industry competition pattern 1. Regional competition: The number of companies in Shandong is the most densely distributed in enterprises, the distribution of enterprises in my country’s refrigeration and air -conditioning equipment industry is relatively wide. There are a lot of distribution, of which the distribution of Shandong and Jiangsu Province is the most dense. 2. Enterprise competition: The ice wheel environment is the leader of the industry listed company The China Refrigeration and air -conditioning equipment industry include more content and low market concentration. According to the industry’s market size in 2020, and my country’s cooling and air -conditioning industry listed company camp camps Judging from the summary situation, my country’s cooling and air -conditioning equipment industry’s TOP5 market share is the listed company of ice wheels, Songzhi, Shuangliang Energy -saving, Hai Rong Cold Chain, and iceberg hot and cold. Pelas of industry development prospects and trends 1, industry integration, standard improvement, green environmental protection will be the main trend 2, downstream demand will continue to promote the industry’s market growth Refrigeration and air -conditioning equipment will continue to maintain a trend of high -speed growth. First of all, after the economic situation improves, the delayed demand of the equipment will explode; second, the commercial cold chain in my country is still in the early stages of development, and there is a large demand gap, especially the cold storage construction will continue to speed up in the context of poverty alleviation; third, the impact of the epidemic affects the impact of the epidemic situation In the following, the rapid development of some equipment, such as the popularization of vaccine demand for refrigerated vehicles, medical cold cabinets and other equipment, rapidly growing up, and the rapid expansion of fresh e -commerce companies will expand rapidly. According to the historical growth rate of sales revenue above the industry scale, it is predicted that the sales revenue of refrigeration and air -conditioning equipment industry above designated size in the next 2026 will increase to 327.5 billion yuan. It data refer to the Foresight Industry Research Institute “China Refrigeration, Air Conditioning Equipment Industry Market Prospective and Investment Strategic Planning Analysis Report”.
First, energy saving. After the implementation of the new energy efficiency standard, the inverter air conditioner will become an absolute mainstream. The proportion of fixed frequency air conditioners will be less than 5%. The proportion of new first -level products will increase year by year. Essence It shows that consumers’ considerations in the purchase of air conditioners are more inclined to energy conservation, so major enterprises will invest more energy in energy conservation, making energy conservation a future trend.
2. Healthy. Consumers ‘demand for air -conditioning health has always existed. Especially after the epidemic, consumers’ health awareness has further improved, and health air -conditioning products with fresh air, deprivation, dust removal, and self -cleaning functions have increased. three, intelligence. As 5G, artificial intelligence and IoT technology are becoming more mature, the intelligence of home appliances is an inevitable trend of future industry development. Not only that, since 2017, my country has also introduced a number of policies to encourage consumers to buy smart home appliances. Including: In August 2017, the State Council officially issued the “Guiding Opinions on Further Expanding and Upgrading the Potential Potential Potential Potential Release of Information Consumption”. Guidance states that it is necessary to vigorously promote digital household products and encourage enterprises to develop smart home “products products products products products products products products smart home” products products Service “mode. In December 2017, the Ministry of Industry and Information Technology’s “Three-year Action Plan for the Development of the New Generation Artificial Intelligence Industry (2018-2020)” (hereinafter referred to as the “Three-Year Action Plan”) was also proposed to increase the intensity of cultivating smart products and give priority to priority Promote breakthroughs in products such as smart homes. On September 20, 2018, the “Several Opinions on improving the consumption system and mechanism and further stimulating the potential of consumer consumption” issued by the Central Committee of the Communist Party of China and the State Council once again put forward new types of information products such as smart home products that adapt to consumption upgrades.
Refrigeration, air -conditioning equipment industry related companies: ice wheel environment (000811), Shuangliang energy saving (600481), Hairong Cold Chain (603187), Yindu (603277), Snowman (002639) and other
Core data of this article: China cooling, air -conditioning equipment industry market size, China refrigeration, air -conditioning equipment industry competition pattern, etc.
industry overview
1, definition
, refrigeration, air -conditioning equipment, refers to the use of professional production and business operations. The manufacturing of refrigeration equipment and air -conditioning equipment does not include the manufacturing of household air -conditioning equipment. Refrigeration air -conditioning equipment is a mechanical equipment that is closely related to the national economy and people’s life. According to different uses, it can be divided into commercial refrigeration equipment, industrial refrigeration equipment, central air conditioning, vehicle air conditioning and other refrigeration air conditioning equipment.
2, analysis of the industrial chain: There are more upstream supply industries
The upstream of refrigeration, air -conditioning equipment industry are mainly metal, electronic components, refrigeration compressors, electronic expansion valves, condenser and evaporators, etc. Composition, the main refrigeration and air -conditioning equipment in the middle reaches, the downstream application scenarios are mainly cold chain transportation, power industry, pharmaceutical industry and public and commercial buildings.
In represents an enterprise in the industrial chain, the upstream of the industrial chain represents companies in the steel industry, Baosteel Co., Ltd., Tai Steel Stainless, etc., the Nonferrous Metal Industry Dingsheng New Materials, Jiangxi Copper Industry, etc. , Li Xun Precision, etc., Hai Li shares, Sanhua Holdings, Zhejiang Fuyuan, etc. of equipment parts; representative companies in midstream refrigeration and air -conditioning equipment include Shuangliang Energy -saving, Kaixue Cold Chain, Hairong Cold Chain, Yindu Co., Ltd., etc.
The industry development process: my country has become the industry’s production and consumer country
. my country’s refrigeration and air -conditioning industry started in the 1950s and 1960s. Essence Nowadays, the refrigeration and air -conditioning industry is also an important part of my country’s equipment industry. With the continuous development of refrigeration technology, refrigeration equipment has been widely used in various fields of commercial and industrial fields such as food processing, agricultural production, supermarkets, metropolitan retail, petrochemical, biomedical, etc., involving various fields of national economy and daily life. rn上游供给情况：制冷空调设备带动上游零部件行业发展rn制冷空调设备的上游原材料和零部件有钢材、有色金属材料、电子元件、制冷压缩机、电子膨胀阀、蒸发与Concubator and so on. First of all, in the context of the supply-side reform and production capacity from 2016 to 2017, in 2016 to 2017, the steel output of steel in 2017 declined, which was 1.046 billion tons, a year-on-year decrease of 0.16%. From 2018 to 2020, the output of steel continued to rise, an increase of 1.325 billion tons, a year-on-year increase of 10%.
The representative materials of non-ferrous metal materials for copper and aluminum materials, the output of copper and aluminum materials in my country from 2016-2020 shows a trend of decreasing first and then increased. In 2020 A year -on -year increase of 1.40%; a total of 57.793 million tons of aluminum was produced, a year -on -year increase of 10.03%.
Irds from the supply of upstream components in China’s refrigeration and air -conditioning equipment, with the improvement of my country’s manufacturing strength and the excavation of the cooling and air -conditioning equipment market, the overall development of my country’s refrigeration and air -conditioning equipment upstream components industry is better.
downstream applications: There are more application scenarios in the downstream
The refrigeration and air -conditioning equipment is a mechanical equipment that is closely related to the national economy and people’s lives. , Metallurgical, Power, Transportation, Environmental Protection, Light Industry and other fields. Among them , Said areas such as commercial business houses.
The industry development status
1. Number of enterprises: The industry has more than a thousand companies above designated size
The refrigeration and air -conditioning equipment industry are a large industry that accommodate a large number of segments and has many companies. According to statistics from the National Bureau of Statistics, the number of enterprises in my country above designated size and air-conditioning equipment industry in my country showed a growth trend from 2012 to 2018. However, in 2019, the number of refrigeration and air-conditioning equipment industries above designated size and air-conditioning equipment in China declined for the first time, with a total of 1,174. According to the situation of new enterprises in my country’s refrigeration and air -conditioning equipment industry in 2020, the number of companies in my country above designated size and air -conditioning equipment industry in 2020 is about 1,157.
2. Market scale: The industry’s total market fluctuation growth
In recent years, the domestic economic growth has grown rapidly, the living standards have leaps in qualitatively, and the demand for freezing and refrigeration has become increasingly prominent. According to the statistics of the National Bureau of Statistics, the sales revenue of the cooling and air-conditioning equipment industry above designated size and air-conditioning equipment in my country showed a shock growth trend. In 2019, the sales revenue of refrigeration and air-conditioning equipment industry above designated size and air-conditioning equipment was approximately 267.875 billion yuan, an increase of 8.69%year-on-year. Based on the operating situation of industry enterprises and the national economic situation, it was initially estimated that the sales revenue of refrigeration and air -conditioning equipment industries above designated size increased by about 279.8 billion yuan.
3, market structure: Central air -conditioning, commercial refrigeration equipment occupation is the main subdivision product
according to statistics such as industrial online, cold and cold through, and other key segmented products for refrigeration and air conditioning equipment In the equipment, central air conditioning and vehicle air conditioning, the following refrigeration and air -conditioning equipment market segmentation product structure is calculated: In the market structure in 2020, the central air -conditioning market accounts Compared with large to small, commercial refrigeration equipment, automobile air conditioning, industrial refrigeration equipment.
The industry competition pattern
1. Regional competition: The number of companies in Shandong is the most densely distributed in enterprises, the distribution of enterprises in my country’s refrigeration and air -conditioning equipment industry is relatively wide. There are a lot of distribution, of which the distribution of Shandong and Jiangsu Province is the most dense.
2. Enterprise competition: The ice wheel environment is the leader of the industry listed company
The China Refrigeration and air -conditioning equipment industry include more content and low market concentration. According to the industry’s market size in 2020, and my country’s cooling and air -conditioning industry listed company camp camps Judging from the summary situation, my country’s cooling and air -conditioning equipment industry’s TOP5 market share is the listed company of ice wheels, Songzhi, Shuangliang Energy -saving, Hai Rong Cold Chain, and iceberg hot and cold.
Pelas of industry development prospects and trends
1, industry integration, standard improvement, green environmental protection will be the main trend
2, downstream demand will continue to promote the industry’s market growth
Refrigeration and air -conditioning equipment will continue to maintain a trend of high -speed growth. First of all, after the economic situation improves, the delayed demand of the equipment will explode; second, the commercial cold chain in my country is still in the early stages of development, and there is a large demand gap, especially the cold storage construction will continue to speed up in the context of poverty alleviation; third, the impact of the epidemic affects the impact of the epidemic situation In the following, the rapid development of some equipment, such as the popularization of vaccine demand for refrigerated vehicles, medical cold cabinets and other equipment, rapidly growing up, and the rapid expansion of fresh e -commerce companies will expand rapidly. According to the historical growth rate of sales revenue above the industry scale, it is predicted that the sales revenue of refrigeration and air -conditioning equipment industry above designated size in the next 2026 will increase to 327.5 billion yuan.
It data refer to the Foresight Industry Research Institute “China Refrigeration, Air Conditioning Equipment Industry Market Prospective and Investment Strategic Planning Analysis Report”.
First, energy saving. After the implementation of the new energy efficiency standard, the inverter air conditioner will become an absolute mainstream. The proportion of fixed frequency air conditioners will be less than 5%. The proportion of new first -level products will increase year by year. Essence It shows that consumers’ considerations in the purchase of air conditioners are more inclined to energy conservation, so major enterprises will invest more energy in energy conservation, making energy conservation a future trend.
2. Healthy. Consumers ‘demand for air -conditioning health has always existed. Especially after the epidemic, consumers’ health awareness has further improved, and health air -conditioning products with fresh air, deprivation, dust removal, and self -cleaning functions have increased.
three, intelligence. As 5G, artificial intelligence and IoT technology are becoming more mature, the intelligence of home appliances is an inevitable trend of future industry development. Not only that, since 2017, my country has also introduced a number of policies to encourage consumers to buy smart home appliances. Including: In August 2017, the State Council officially issued the “Guiding Opinions on Further Expanding and Upgrading the Potential Potential Potential Potential Release of Information Consumption”. Guidance states that it is necessary to vigorously promote digital household products and encourage enterprises to develop smart home “products products products products products products products products smart home” products products Service “mode. In December 2017, the Ministry of Industry and Information Technology’s “Three-year Action Plan for the Development of the New Generation Artificial Intelligence Industry (2018-2020)” (hereinafter referred to as the “Three-Year Action Plan”) was also proposed to increase the intensity of cultivating smart products and give priority to priority Promote breakthroughs in products such as smart homes. On September 20, 2018, the “Several Opinions on improving the consumption system and mechanism and further stimulating the potential of consumer consumption” issued by the Central Committee of the Communist Party of China and the State Council once again put forward new types of information products such as smart home products that adapt to consumption upgrades.