Extremely high temperature for the air -conditioning industry to be alert to the last glory before decay?
Author:Mori Technology Time:2022.07.21
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When it was not officially entered in Futian, the high -temperature relay race has been opened across the country, the temperature exceeds 40 ° C, the surface temperature exceeds 60 ° C or even 70 ° C, it is not unusual. The cities have been overtaken by other cities and fell out of ranking.

The high temperature of the abnormal history confirms the prediction of some experts last year, and it also gave a dose of stimulants to the air -conditioning industry in the water and fire. Starting from 618 this year, the air -conditioning industry has been sluggish before. Although the price has increased by 10 points or even higher in the previous few months, sales have not declined significantly. Especially with the opening of high temperatures in various places after 618, air -conditioning sales have been bursting up day by day, showing a prosperous scene.
Looking at the industry for dinner, it finally ushered in a day of raising his eyebrows. After experiencing the past few years, it seemed that God was going to enjoy meals again in 2022!
This is undoubtedly a timely rain for the air -conditioning industry with the price increase of raw materials for increased prices for raw materials. In fact, at the beginning of the 618 major promotion, the market was still worried, because before that, there was no reason to become optimistic at all: in 2021, the inventory of air -conditioning companies doubled from 2021; , Resulting in the increase in the cost of the industrial chain, resulting in the possibility of the terminal price of almost no fall; the desire to consume the downturn allows users to change to the freezing point ...
Of course, this is not the unique phenomenon of the air conditioning industry, but a common problem facing home appliances, consumer electronics and even all industries. It is just that the air -conditioning industry that has just faced the existing game and the destroyed air -conditioning industry in a row for several years seemed to be helpless and pale.
Therefore, before the opening of the high temperature mode, almost all research institutions and people in the industry are generally unlikely to have the opportunity to defeat this year. After all, the continuous production cost has exceeded the boundary between many people, and it becomes increasingly unprepared.
However, like a joke, the old man who suddenly became a joke, let the gambling company laugh at the company. If such a high temperature continues to the end of Futian, let alone the inventory. possible. The current high temperature has determined at least the following facts:
First, the foundation of air -conditioning prices is stable.
The price and sales volume is a game in a conventional state. The price is small, the price is small, and the price is low. However, under the interference of unconventional factors, this equilibrium will be broken. Under the action of ultra -conventional factors, a new balance may be achieved.
At present, due to the influence of extreme high -temperature weather, consumers' willingness to buy air conditioners will become more urgent, so the focus of balance will naturally be tilted towards manufacturers. Although their prices are passive, they now become understandable industrial behaviors.
In other words, after the high temperature of this round, the general price increase of air -conditioning products will be accepted by more and more consumers, that is, the foundation of air -conditioning price increase is more stable, and enterprises do not need to be burnt. This is undoubtedly conducive to marketing in the second half of the year.
Second, the enthusiasm of air -conditioning consumption has risen.
Although from the perspective of saturation rate, there is no momentum that does not support the air conditioner to continue to be strongly sold, but from the perspective of more comfortable and quality life, the kinetic energy of air conditioning consumption has appeared again. From the living room to the family full, from ordinary to fresh air, from tradition to the central government, the pursuit of comfort and the demand for home improvement will make air conditioning consumption active again. High temperature catalysis is much simpler and efficient than any overwhelming publicity.
Based on these levels of analysis, from now to Futian, if there is no temperature change in rapid turn, the air -conditioning market will maintain the current hot sales status, which is equivalent to the enthusiasm of air -conditioning consumption.
Unlike other products that can only be continuously regulated through the market, the air -conditioning industry has its natural advantages. God's variables make everything possible. However, it is necessary to be aware of the concentrated release after a few years after the market quotation. It should have been the air conditioning to alleviate inventory and repair the various anomalies as a positive opportunity, but if some brands are blindly expanded and expanded to the production, then then right, then right The air -conditioning industry next year is a disaster. Therefore, while cheering for the New Year's market, the market must be alert to whether the market will become out of control and become a prelude to ending glory to welcome the weakness.
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