The topic of the collapse of electricity bills under high temperature was on the top three of Baidu's hot searches on August 13.
The first financial reporter was informed that, stimulated by high temperature weather, the domestic air conditioner market sold well in July and August, reversing the downward trend in the first half of the year, and the sales volume of air conditioners in the county and town markets increased significantly.
In China, there are still nearly 25 million sets of high-energy-consumption air conditioners to be replaced every year.
High temperature makes the air-conditioning market reverse the downward trend
According to the AVC data compass, from August 1st to August 7th, the domestic air-conditioning online and offline markets both increased significantly year-on-year.
Among them, the offline market sales increased by 15.89% year-on-year, and the sales volume increased by 8.04% year-on-year; the online market sales increased by 46.9% year-on-year, and the sales volume increased by 54.33% year-on-year.
The hot weather has allowed the air-conditioning industry to reverse the downward trend this year.
Aowei's data shows that as of August 7, 2022, the domestic air-conditioning online and offline markets have experienced a year-on-year decline in both sales and sales, of which offline sales and sales fell by 24.91% and 17.56% respectively; Online sales and sales fell by 7.56% and 3.79% respectively.
Peng Xiandong, general manager of the major appliance division of GfK Zhongyikang, another research institution, told the first financial reporter that the national air-conditioning market experienced a great increase in July due to the weather, and domestic online air-conditioning sales in July increased by more than 30% year-on-year. Sales volume increased by 28% year-on-year; the offline market had a big recession before, but after the hot weather in July, the year-on-year decline was significantly reduced.
According to the data provided by Suning Tesco to the first financial reporter, since Jiangsu launched the green energy-saving home appliance promotion in July, 137 Suning Tesco self-operated stores in Jiangsu, Midea, Haier, Hisense, Boshi and other brands of new-level energy-efficient air conditioners Sales were up 88% year over year.
"In the county and town markets of the third and fourth tiers, the sales of offline air conditioners have increased significantly." Li Feng, chairman of Wuhan Industry and Trade, told the First Financial Reporter that the recent air conditioners in regional chains such as Jiangxi Siping, Hunan Tongcheng, Chongqing Department Store, and Wuhan Industry and Trade have recently increased. Sales have grown significantly, with air-conditioning sales in July exceeding sales in the two months of July and August last year.
Up to now in August this year, the air-conditioning sales of Wuhan Industry and Trade Appliances have exceeded the air-conditioning sales of the whole month of August last year.
"Weather is a key factor in determining the sales of air conditioners." An owner of an air conditioner specialty store in South China told Yicai.com that during the summer, the sales of air conditioners are mainly low-end models.
In mid-to-late July, in the weeks before the rain, the market boom is rare in recent years, and 80% of them are trade-in.
Now that the inventory is reduced, air-conditioning specialty stores are actively stocking up in the new cold year (starting in August).
The boom in air-conditioning has also attracted new entrants.
This week, Philips Air Conditioning officially released a new series of inverter fresh air conditioners.
Xiao Youyuan, chairman of Sanyou Technology, also revealed to the first financial reporter that their sales volume of inverter air conditioners has doubled year-on-year this year.
There is still room for energy saving of household and central air conditioners
In the case of extremely hot weather and strong sales of air conditioners, many consumers have recently lamented the high electricity bills brought about by turning on air conditioners to escape the heat.
Some netizens in Shanghai posted their July electricity bills on social media. Due to the hot weather and long-term air conditioners in their homes, many people's electricity bills exceeded expectations, ranging from one to two thousand yuan to five or six thousand yuan.
"I was shocked when I received the electricity bill," some netizens said.
Recently, the state has frequently introduced policies to promote the consumption of green household appliances.
On July 28, 13 departments including the Ministry of Commerce jointly issued the "Notice on Several Measures to Promote the Consumption of Green Smart Home Appliances" to encourage trade-in and green smart home appliances to go to the countryside; The notice of the action plan to promote the high-quality development of the home furnishing industry also mentioned the green transformation and the promotion of green smart home products to the countryside.
Peng Xiandong believes that the air conditioners on the market basically meet the first- and second-level energy efficiency standards.
This time, the government's stimulus policy focuses more on air-conditioning replacement. Some old-fashioned and high-energy-consumption air conditioners will be replaced at a faster pace under the favorable policy.
Judging from the current air-conditioning holdings and historical purchases, there are nearly 25 million replacement needs every year, and this data will expand every year in the future.
"The high temperature has indeed stimulated the air-conditioning market, and the sales of air-conditioning are better than in previous years. However, due to the downturn in the overall economy, residents' income and real estate, the sales of air-conditioning are mainly based on old-for-new." Li Feng said that some parts of the country have introduced green energy-saving and old-for-new products Implementation measures have been implemented, but most places have not yet introduced landing policies, so they mainly rely on trade-in promotions to drive consumption.
"At present, energy-efficient air conditioners with APF level 3 and above are all energy-saving air conditioners, and the price gap between them and non-energy-saving air conditioners is 200-500 yuan. Enterprises are actively promoting the popularization of energy-saving air conditioners. From the perspective of price and product stability, they have reached the level of popularization. Gan Jianguo, executive director of Meibo Air Conditioning, estimates that the current market share of energy-saving air conditioners is more than 50%. speed increase.
The Central Meteorological Observatory issued a high temperature red warning at 18:00 on August 12. It is expected that during the day on August 13, southeastern Shaanxi, eastern Sichuan, Chongqing, Henan, Hubei, southern Shandong, Anhui, Jiangsu, Shanghai, Zhejiang, Fujian, Jiangxi, Hunan, In northern and eastern Guizhou, the eastern part of the southern Xinjiang Basin, and the western part of Inner Mongolia, there are high temperatures of 35-39 °C, and some areas can reach high temperatures of 40-42 °C.
"I'm in an air-conditioned room, and the temperature in Shanghai is now 41°C. As soon as the weather is hot, the cooling effect of the air conditioner will be tested." An air conditioner dealer in East China told Yicai.com that to save energy and electricity, the household air conditioner market is mainly popularized Inverter air conditioners; and energy saving in the field of large central air conditioners, there is still much to be done.