Frequency conversion products or mainstream into the air conditioning market

In the face of the new air-conditioning refrigeration year, manufacturers and merchants are ready to make a comeback. However, due to last year's turmoil in the air-conditioning market, it was not possible to face certain inventory difficulties.

The related analysis from Suning Cloud and Gome believes that last year, in the wake of the lagging real estate market weakness, the overdraft effect before the withdrawal of the subsidy policy, and the insignificant weather factors, the overall lack of new air-conditioning consumption growth point, once Facing a severe decline. Relevant data show that compared to 2011, the domestic air-conditioning industry experienced negative growth for the entire 12 months, and sales only “rebounded” in the fourth quarter.

Is Dongguan's air conditioning still under pressure at present? Local home appliance chain fashion appliances responded that “the overall sales of air conditioners last year were average, but there is still a certain amount of inventory left.” Dongguan Gome also claims that there are some stocks, but this year's inventory pressure is smaller than last year. Dongguan Suning cautiously stated that "through the initial sales and part of the old product models to deal with the factory, the current inventory has been consumed."

What kind of consumer trends will be expected this year in the air-conditioning sector? “Last year, we have strengthened the sample-generating and sales-oriented assessment mechanism for inverter air conditioners, so the share of frequency conversion last year has greatly increased from the initial 30% to the current 50% or so.” Yi said, "It is expected that the proportion will increase by about 10% this year and gradually stabilize."

The relevant departments of fashion appliances also revealed that sales of inverter air-conditioners and fixed-speed air conditioners were approximately 6.5:3.5 last year, and they are expected to “up to 7:3” this year. According to information provided by Dongguan Gome, last year, the sampling ratio and sales ratio of inverter air conditioners and constant speed air conditioners were 4:6 and 3:7, respectively. After winning the trust of consumers, the proportion of inverter air conditioners consumption is expected to reach 50% this year. about".

What is the current situation of air conditioners and when will they be delivered? The reporter visited the chain store's urban stores and found that about 80 percent of the prototypes have been freshly marketed, of which 5 to 7 percent are frequency conversion prototypes. Except for Dongguan Suning Cloud Merchants, they said that they could fully deploy their booths before March 15. The other two chains are expected to ship at the end of March.

Is the air-conditioning market going cold this year or turning it hot?

It is understood that the impact of the property market downturn on home appliance consumption usually lags from six months to one year. As the regulation and control of the property market in Xinchun continues to tighten, will this year's air-conditioning market be cold or hot, and where does the potential increase come from?

Dongguan Suning Cloud Co., Ltd. and Dongguan Gome.com believe that the demand for air conditioners in the new homes of the first and second-tier markets has weakened, but there is still room for strong growth in the third and fourth-tier markets, and accelerated urbanization may also be released. Due consumption potential. At the same time air conditioning is part of the rigid demand for home appliances, especially in the area with high air-conditioning in Dongguan, when entering the air conditioning upgrade period, air-conditioning sales will be expected to "break the rebound" or "smooth growth." The former expects the overall air-conditioning market capacity to expand by about 8%, while the latter predicts that the air-conditioning market consumption scale will increase by 11.2% year-on-year.

“The New Deal may have a significant inhibitory effect on the second-hand housing market, but it may induce people who hold the money to make up their minds and make up their minds to purchase new homes.” Chen Chengwei, head of the relevant department of fashion appliances, believes that this will lead to a favorable situation for air-conditioning consumption. "This year's sales are good for the past year."

Regarding the trend of air-conditioning in the new frozen year, the three major chains all spoke in unison at the same time, "Singing Red Songs." However, some people in the industry pointed out that under the basic saturation pattern, the potential increase in air-conditioning consumption is now increasingly constrained by weather factors, relying on the weather to eat, "again depends mainly on high-temperature intensity and high-temperature market." Otherwise, all the delusional so-called "good things" may be "bad" and eventually fall into a cycle of "singing a high-profile singing year after year at the beginning of the year and sighing at the end of the year."