Air conditioner scheduling totaled 24.29 million units in April, up 11.8% year-on-year
DATE:2025-03-19
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From the brand's point of view, the head brand and waist brand's scheduling strategy presents differentiated characteristics: the head enterprise scheduling to maintain a low rate of growth, while the waist brand is in a high-speed expansion stage. Statistics show that in April, part of the waist brand scheduling growth rate can be as high as 20% or more, individual emerging brands growth rate even exceeded 60%, significantly higher than the industry average.
Increase April scheduling stocking, full sprint 2025 sales target
The beginning of 2025, industry players have set high performance targets for this year's air conditioning industry, under the high pressure of performance, the enterprise scheduling was raised to a new height. As the air conditioning industry has significant seasonal characteristics, the peak sales season is concentrated in the summer, which also led to the first half of the market performance will become a key factor in the success or failure of the annual sales. If the enterprise failed to focus on the release of the key window of demand to complete the layout of production, limited by seasonal demand characteristics, the second half of the year will be difficult to achieve significant growth in sales performance. Based on this, the first half of the scheduling plan development and implementation will become the core of the annual business strategy, is of great significance.
The current channel water storage space is sufficient, the enterprise stocking more bottom line
From the perspective of the channel side, the current air conditioning industry inventory is in a benign range, the channel has sufficient water storage space, the market for products with strong capacity. And for the channel, air-conditioning products itself has anti-devaluation product characteristics, consumer terminals on the air-conditioning product iteration speed is not sensitive, so the channel will not be too resistant to manufacturers pressure goods behavior.
Raw material cost trend upward, boosting enterprises to prepare for production in advance
From the point of view of the cost side, the current replacement effect has not yet formed an effective scale of factors such as the superposition of the air conditioning industry chain cost pressure will be further intensified.
Domestic air conditioning competitiveness continues to improve, the export row production continued to rise
In terms of export output, the export output of 10.98 million units in April, an increase of 12.7% year-on-year. China's air-conditioning products in the international market continues to maintain strong competitiveness, the export of high-speed growth is strong evidence. The moderate recovery of the global economy, so that the overseas market for air conditioning and other home appliances demand for a significant rebound. Especially in emerging market countries, with the rapid development of their economies and the gradual improvement of the living standards of residents, the demand for air conditioning equipment purchases showed explosive growth. Accelerated urbanization in many developing countries, the surge in the number of new residential and commercial buildings, led to a large-scale expansion of the air conditioning market. In addition, China's air conditioning enterprises in technology research and development, product innovation and manufacturing and other aspects of continued efforts to continuously improve product quality and performance, in the international market to establish a good brand image, and further consolidate and expand the export market share.
2025 air conditioning industry is facing many challenges and opportunities, the current air conditioning retail market competition is extremely fierce, the price war has become one of the main means of market competition. According to Aowei's statistics, in January-February 2025, the average price of products in the air conditioning online market declined by 2.86% year-on-year, and the offline market declined by 2.49% year-on-year, and it is expected that there will still be a large product price adjustment in March.
On the retail side, the current consumer demand is in a relatively weak state, more sensitive to product prices; at the same time, on the supply side, the air conditioning domestic sales scheduling continued to grow, and enterprises are well stocked. In the supply is sufficient, while the demand is not enough background, 25 years of air conditioning price trends will be of great concern. Enterprises need to pay close attention to market dynamics, combined with their own costs and sales targets, to develop a reasonable price strategy.
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Increase April scheduling stocking, full sprint 2025 sales target
The beginning of 2025, industry players have set high performance targets for this year's air conditioning industry, under the high pressure of performance, the enterprise scheduling was raised to a new height. As the air conditioning industry has significant seasonal characteristics, the peak sales season is concentrated in the summer, which also led to the first half of the market performance will become a key factor in the success or failure of the annual sales. If the enterprise failed to focus on the release of the key window of demand to complete the layout of production, limited by seasonal demand characteristics, the second half of the year will be difficult to achieve significant growth in sales performance. Based on this, the first half of the scheduling plan development and implementation will become the core of the annual business strategy, is of great significance.
The current channel water storage space is sufficient, the enterprise stocking more bottom line
From the perspective of the channel side, the current air conditioning industry inventory is in a benign range, the channel has sufficient water storage space, the market for products with strong capacity. And for the channel, air-conditioning products itself has anti-devaluation product characteristics, consumer terminals on the air-conditioning product iteration speed is not sensitive, so the channel will not be too resistant to manufacturers pressure goods behavior.
Raw material cost trend upward, boosting enterprises to prepare for production in advance
From the point of view of the cost side, the current replacement effect has not yet formed an effective scale of factors such as the superposition of the air conditioning industry chain cost pressure will be further intensified.
Domestic air conditioning competitiveness continues to improve, the export row production continued to rise
In terms of export output, the export output of 10.98 million units in April, an increase of 12.7% year-on-year. China's air-conditioning products in the international market continues to maintain strong competitiveness, the export of high-speed growth is strong evidence. The moderate recovery of the global economy, so that the overseas market for air conditioning and other home appliances demand for a significant rebound. Especially in emerging market countries, with the rapid development of their economies and the gradual improvement of the living standards of residents, the demand for air conditioning equipment purchases showed explosive growth. Accelerated urbanization in many developing countries, the surge in the number of new residential and commercial buildings, led to a large-scale expansion of the air conditioning market. In addition, China's air conditioning enterprises in technology research and development, product innovation and manufacturing and other aspects of continued efforts to continuously improve product quality and performance, in the international market to establish a good brand image, and further consolidate and expand the export market share.
2025 air conditioning industry is facing many challenges and opportunities, the current air conditioning retail market competition is extremely fierce, the price war has become one of the main means of market competition. According to Aowei's statistics, in January-February 2025, the average price of products in the air conditioning online market declined by 2.86% year-on-year, and the offline market declined by 2.49% year-on-year, and it is expected that there will still be a large product price adjustment in March.
On the retail side, the current consumer demand is in a relatively weak state, more sensitive to product prices; at the same time, on the supply side, the air conditioning domestic sales scheduling continued to grow, and enterprises are well stocked. In the supply is sufficient, while the demand is not enough background, 25 years of air conditioning price trends will be of great concern. Enterprises need to pay close attention to market dynamics, combined with their own costs and sales targets, to develop a reasonable price strategy.