NewsIndustry News

HVAC refrigeration and air conditioning industry: structural adjustment, a new departure


On September 17, 2014, the “2014 China HVAC Refrigeration and Air Conditioning Industry Development Annual Conference and Energy Conservation and Environmental Protection Forum” jointly sponsored by Industry Online and the National Energy System Standardization Technical Committee was held in Beijing.

The theme of this conference is "New Normal New Dynamic Energy" New development". Yang Jie, general manager of Industry Online, made a theme report (hereinafter referred to as “Report on China's Refrigeration and Air Conditioning Industry Operation and Development Forecast” in 2014. The report passed the analysis of a large amount of data in the refrigeration and air-conditioning industry in the past 10 years, from the big industry. From the perspective of comprehensively combing the development of the industry, the new concept of “air, plumbing and cold chain” was put forward for the first time, and the current situation of the refrigeration and air-conditioning industry was fully explained from a new perspective. At the same time, experts, scholars and representatives from the industry, etc. The new normal, new kinetic energy and new development of the whole industry are explained from different angles such as macroeconomic policy situation, energy saving standard change, frequency conversion technology and refrigerant replacement.

From a single product to a complete solution

The report analyzes changes in the industry from 2004 to 2014. In 2004, the sales volume of household air conditioners was 53.92 million units, and the sales volume was 8.2 billion yuan. In 2014, the sales volume of household air conditioners will reach 110 million units, with sales of 48.1 billion yuan. In 2004, central air-conditioning sales were 8.1 billion yuan, and will reach 25.5 billion yuan in 2014. The air source heat pump had sales of 100 million yuan in 2004 and now stands at 5.7 billion yuan.

Obviously, in 2014, the entire air-conditioning HVAC industry is already in a new port, and the industry should look at the entire industry with a new pattern and a new perspective.

“At present, many companies have proposed 'intelligence of the Internet' in the process of industrial management.” Yang Jie pointed out that whether it is intelligent or the Internet, it actually pays attention to the core points that people pay most attention to – air, water, food, and industry. In terms of the direction of development, any industry must adhere to the people-oriented, environment-first purpose.

In fact, the home appliance industry is also transforming from a single professional technology cluster to a total solution for the smart home strategy system. The products presented to consumers by enterprises are more overall solutions, such as air-based solutions proposed around functional modules such as air temperature, humidity, and cleanliness. The three product groups of water heaters, heating equipment, and water treatment equipment are assembled. The overall solution for plumbing and so on. Therefore, the single industry pattern such as air conditioners and air purifiers has been transformed into three major product camps focusing on air, plumbing and refrigeration. Air systems include air conditioners, air purifiers, and dehumidifiers. The plumbing system involves water heaters, heaters, water treatment equipment, and the like. Refrigeration systems include refrigerators, freezers and cold chains.

In this regard, Yang Jie said: "At present, Haier, Midea and Hisense have successively launched a complete air solution. On September 12, the original US Life Electric Water Appliances Company was assigned to the Water Heater Division."

In short, Yang Jie believes that in the rapid development of the Internet and intelligent, multi-angle application and multi-dimensional expansion will provide more possibilities and opportunities for the collection of China's HVAC refrigeration and air-conditioning industry cluster.

Air industry, outstanding performance

Industry online statistics show that in 2014, the size of the air industry will reach 350.2 billion yuan. From the compound growth rate of 5 years (2010~2014), household air conditioners are 7.0%, commercial air conditioners are 16.4%, central air conditioners are 8.9%, air purifiers are 28.2%, and dehumidifiers are 6%. It can be seen that in the past five years, the traditional three air conditioners and air purifiers have outstanding performance.

From the domestic and foreign sales pattern of the air industry (intra-sales ratio: the proportion of exports), in 2014, household air conditioners were 76:24, commercial air conditioners were 92:8, central air conditioners were 90:10, and air purifiers were 66. : 34, dehumidifier is 11:89.

In this regard, the report analysis pointed out that because domestic consumers have low awareness and dehumidifiers have high dependence on exports, mainly exported to Europe and the United States and other developed countries, the cultivation of domestic demand may take a long time; household air conditioners are suitable for centralized production worldwide. Marketing, 75% of the world's production is concentrated in China, but due to the low demand in the past two years and the low added value of export products, the development of the industry is more driven by domestic demand, so China's manufacturing still has obvious advantages; commercial, central The global production distribution of medium and large-sized equipment is mainly based on radiation sales in multi-center production areas, and the proportion of exports has been around 10%. Before 2013, air purifiers mainly relied on export pull, and most of them used low-priced products such as vehicle purifiers. the Lord. With the increasing severity of air pollution in China, domestic sales have exploded in the past two years.

Plumbing industry, domestic sales occupy the absolute main force

The integrated plumbing solution of the three major product groups of hot water, heating and water treatment will reach 63 billion yuan in 2014. From the 5-year compound growth rate, the electric water heater is 11.2%, the gas water heater is 9%, the solar water heater is -14.5%, the heat pump is 16.5%, the wall-hung boiler is 27.4%, and the water purification equipment is 38.8%.

"Electric Appliance" reporter found that solar water heaters become the only negative growth industry. In fact, the solar water heater industry has had a short-term glory under the support of national policies, but the products are still difficult to find a breakthrough in the non-rural main market, and it is hoped that the diversification of the water system will be difficult in the competition of many categories. In addition, as an energy-saving, environmentally-friendly and healthy gas-water heating product, air source heat pump and water purification equipment, rapid development has been achieved, and the growth of water purification equipment and wall-hung boilers is the most prominent. Therefore, energy conservation and environmental protection will accelerate the structural adjustment of water heater categories.

From the perspective of domestic and foreign sales in various sub-sectors of the plumbing industry, the electric water heater is 89:11, the gas water heater is 88:12, the solar water heater is 93:7, the air source heat pump is 82:18, and the wall-hung boiler is 94:6. The water purification equipment is 99:1.

In this regard, the report concludes that all types of products in the plumbing industry are mainly domestic sales, and their dependence on foreign countries is low. Despite this, companies are still remarkable in terms of exports. Among them, heat pump water heater products are concentrated in households, swimming pools, heating, etc. In recent years, exports have maintained steady growth, Europe and the United States are its main exporters, Midea, Finikez and other major export enterprises; solar water heaters under the pressure of domestic sales, companies Increased the expansion of international business. In 2014, the export growth rate was as high as 18%, ranking first among the four major water heaters. The export growth was mainly in areas with better light conditions such as Mexico, India and Brazil; the export of gas water heaters was mainly concentrated in developing countries. Affected by the sluggish demand from countries such as Russia and India, exports have been in a downward trend for three consecutive years.

Refrigeration industry, slow growth

The expansion of compressor technology to the field of refrigeration (cold chain) is the diversification direction of many refrigeration enterprises on the basis of specialization. Enterprises have high expectations for the development prospects of logistics cold chain, and simply compare the penetration rate of logistics cold chain between China and developed countries. The difference provides ample imagination for the development of the industry.

But looking at China's current refrigeration industry cluster, the scale is 136.5 billion yuan. From the five-year compound growth rate of the main products, the refrigerator is 5.2%, the refrigerator is 7%, and the condensing unit is 9%. Therefore, the volume and growth of the refrigeration industry group are slightly moderate.

In this regard, the report believes that the refrigerator in the home appliances to the countryside and other policies stimulated, domestic sales have experienced a decline in 2011 after the high level, after the accelerated upgrading of product structure and technology, sales have maintained a low growth in recent years; Relying on exports to promote the steady growth of industrial scale; condensing units are affected by factors such as the slowdown of downstream supermarkets and the increase of high-temperature applications in products, and the amount of balance has only maintained a balanced growth.

Although the growth of China's refrigeration industry seems to be a bit slow, China's refrigeration industry still dominates the global market. According to the report, the global refrigerator freezer industry is close to 190 million units, and the industrial distribution is characterized by multi-center production, regional radiation sales, and global radiation sales. In recent years, the global refrigerator freezer industry has been distributed to low-cost, strong supporting systems and large market countries, with 70.2% concentrated in Asian production and about 51% in China. In terms of products, the global industrial scale of refrigerators is 34.2 million units, while the scale of China's freezer industry is 20.49 million units, accounting for 60% of global manufacturing. The dependence on foreign countries is more than half. Southeast Asia, the Middle East and the Americas are the main export areas for Chinese refrigerators. Haier, Star, Midea and Hisense Kelon are major exporters. The global industrial scale of refrigerators is 150 million units, of which 47% are produced in China. Due to the huge volume of the domestic sales market, refrigerator exports account for 20%. Europe, the Americas and Asia are the major exporters of refrigerators, and Omar, Midea and Hisense Kelon are among the top exporters.