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According to industrial online monitoring data, in April 2022, the production volume of household air -conditioning decreased by 1.21%year -on -year, and sales increased by 0.87%year -on -year, of which 7.767 million domestic sales shipped, an increase of 2.26%year -on -year, and 7.6418 million units, a decrease of 0.51%year -on -year. Inventory increased by 1.35%year -on -year.
The peak season of air -conditioning production is not strong, and the epidemic impact exceeds expectations
Although April is a period when air -conditioning enterprises are preparing for the peak season, the air -conditioning market is not optimistic. First, due to the repeated supply chain of the epidemic, the rhythm of production was disrupted, and some companies were in arrears. Trends, some companies even cut orders to ensure profits to abandon overseas losses.
Since April, the domestic epidemic has continued to ferment, and the intensity and duration of seal control in various places exceeded expectations. For the production side, the logistics is poor, the construction is limited, and the resumption of work is not optimistic. For terminal sales, consumers travel and shopping has been restricted, especially in first -tier cities, which are more inconvenient. The delivery and installation of air conditioners have been affected, and they have suppressed consumer demand to a certain extent.
The real estate industry's slump also caused the air -conditioning market to shrink. The air -conditioning industry and the real estate industry have obvious correlations. In the context of the current real estate market, the demand for air -conditioning new houses in urban new houses is limited, and the air -conditioning enterprises are generally insufficient. The rural sinking market has also become a chicken ribs due to limited profits. The introduction of the recycling policy plays a certain stimulating role in the stock market.
From the perspective of the upstream compressor market, the production of the rotor compressor industry in April decreased by 0.4%year -on -year, and sales of 23.305 million units, a year -on -year decrease of 4.7%. The inventory decreased by 8.4%year -on -year. The inventory declined significantly year -on -year, indicating that the upstream supporting companies' cautious expectations for the air -conditioning market. On the whole, corporate production strategies are mainly to stabilize and gradually digest inventory. The company's attitude is obviously anxious about the future market trend.
The market market is cautious and optimistic, and the policy stimulus effect needs to be observed
In the face of the intricate situation, my country's air -conditioning industry has shown a certain toughness. Although the terminal market data is bleak and pessimistic, there is no significant decline. In terms of production in the later period, the overall growth situation continues. In May, the household air -conditioning industry had about 16.58 million units, an increase of 7.2%over the same period last year. Among them, domestic sales increased by 12.4%, and exports fell 5.5%. The growth of the domestic sales market is the factors for preparation of 618 in advance, and the demand for export is weakened. The rotor compressor ranked 2.333 million units, a slight increase of 2.4%compared to last year's production performance.
The terminal consumption in May is still weak, and the retail situation during May 1st has not reached expectations. Stimulating consumption and promoting recovery has become a universal policy expectation. At present, home appliances recycling, home appliances to the countryside, and home appliance subsidy policies are continuously introduced. However, in the face of severe and complex international and domestic situations, the policy has a certain difference in different cities and regions. The consumption stimulus policy is difficult to promote consumption confidence recovery.
For the production side, the logistics is poor and the construction is limited. At present, the actual resumption of work is not optimistic. The cost pressure of the raw material is not enough, and the head air -conditioning enterprises have formed a certain price increase tacitly. The implementation of the promotional policy and the investment of promotional resources are relatively cautious. Save funds and control costs have become an inevitable path to deal with pressure. Enterprises generally change from the pursuit of scale effects to pursuing profits, paying more attention to profit and cash flow, focusing on market segments to push new products, high -end product performance is also remarkable, showing traditions, showing tradition The toughness of air -conditioning enterprises.
Taken together, it is estimated that the market will have a certain rebound after the epidemic, but because the recovery of consumption confidence is not overnight, it is not appropriate to be too optimistic about the rebound.
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