It is currently the off-season for sales in the air-conditioning market, but there are a lot of off-season sales. According to data, the shipment of air-conditioners from January to November this year was 57.409 million units, a year-on-year increase of 7.7%. The increase in market shipments shows that channel vendors are actively stocking up on new standard products, and at the same time, it can also bring about an increase in production for air-conditioning compressor companies.

Real estate recovery drives air-conditioning companies to stock up

With the impact of the recovery of the national real estate industry, the demand for decoration is also increasing, which also drives the enthusiasm of air-conditioning manufacturers to stock up. According to the latest data, the total shipments of household air conditioners in November increased by 5% year-on-year. This is also a bright spot after the start of the new cold year and is the best month for shipments this year.

From the perspective of the overall sales situation, the sales volume of the air-conditioning market performed well this year. During the 11th Golden Week period, the sales volume of air-conditioning increased the most. The growth rate of washing machine is not big, only 13.9% and 6.4%.

Intensive production scheduling of air-conditioning compressor enterprises

Since October, the output of major air-conditioning compressor manufacturers has been increasing, which shows that air-conditioning companies are actively stocking up. According to data, in November, the output of air-conditioning compressor manufacturers has increased by 15.8% compared with the same period last year.

The sales volume of air-conditioning compressors is closely related to the air-conditioning market. The author understands that the current production plans of compressor companies are very full. The data shows that in December, the production schedule of compressor manufacturers has increased by 17.3% year-on-year. From the perspective of enterprises, the growth rate of Highly reached 27.7%, and that of Meizhi reached 41.4%.

Brand concentration is still high

In China's home appliance industry, the air-conditioning industry has the largest brand concentration, basically forming a monopoly situation of Gree, Midea, and Haier. From the point of view of channels, the current sales channels and terminal resources are basically controlled by mainstream brands. Small and medium-sized air-conditioning companies are under great pressure to survive, and it is not easy to get a share of it.

From the perspective of market share, the market share of the three leading brands in November reached 74.6%, indicating that the brand concentration in the air-conditioning industry is still relatively high. From January to November, the cumulative share of the top three brands has slightly increased by 0.3% compared with the same period last year. percentage points to 66.2%. Therefore, for some time to come, the effect of leading enterprises driving the overall development of the industry will continue.