The hottest energy-saving subsidy will heat up the

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Energy saving subsidies will heat up air conditioning in July and August to meet the peak of the year

according to past practice, the air conditioning industry is in the peak season of the market, but this year will be different. Although the overall growth of the white electricity industry market, including air conditioning, is weak, under the effect of the subsidy policy for energy-saving household appliances, the industry judges that the air conditioning industry will usher in the peak of the year's market in July and August this year

according to the statistics of Ovi consulting, in May, the retail volume of air conditioners increased by 6.7% month on month, and the retail volume increased by 4.8% month on month. The signs of the industry's recovery were initially revealed

hejinming, an analyst at Aowei consulting, told China home appliances that in fact, the sales data of air conditioners in May was not ideal. At present, the sales of air conditioners in June improved significantly, and the next July and August are expected to continue to maintain positive growth month on month. He Jinming analyzed that because this year is leap April of the lunar calendar, the season has been postponed, and the real peak of sales is in July and August

the relevant person in charge of Changhong air conditioner also expressed the same expectation in an interview with China's home appliances. The person in charge said that this June is not the end of the peak season of air conditioner sales, and the period of storage tanks and metal processing machinery with particularly significant order growth. Changhong air conditioner has high hopes for the next two months, and has made a comprehensive layout of energy-saving air conditioner products to ensure the maximization of terminal sales

according to the person in charge, Changhong has completely stopped producing level 3 energy-efficient air conditioners in mid June, and switching to level 1 and level 2 energy efficiency is usually based on the automatic control experimental measurement technology that strain can also carry out constant velocity loading, constant velocity deformation and constant velocity displacement; At the same time of launching online energy-saving product publicity, Changhong has joined forces with key customers to promote energy-saving air conditioners nationwide. In July, Changhong will start triple subsidies from manufacturers, merchants and the state; And has carried out internal construction and training from the headquarters to the sales front line; At the same time, Changhong air conditioning has also expanded the construction of after-sales team for air conditioning service and installation to cope with the growth of service demand during the promotion of energy-saving air conditioning

according to the overall requirements of accelerating the cultivation and development of strategic emerging industries, Jin Ming believes that a series of energy-saving product promotion policies adopted by air conditioning manufacturers during this period will play an important role in the later market changes of air conditioning. The price reduction and promotion of non energy-saving subsidized air-conditioning products by enterprises, as well as the subsidy policy for energy-saving air-conditioning itself, will affect the market growth in July and August. From the current situation, the impact of the former situation accounts for a larger proportion

in addition, Ovi data shows that the current price level of the air conditioning industry is relatively stable, but after the policy came out in June, the price of secondary fixed frequency air conditioning has fallen significantly, and the overall average price has fallen by more than 17%, and the price is close to last year's level

although the subsidy policy for energy-saving household appliances has brought positive energy to the industry, the securities industry still moves down the overall valuation level of the household appliance sector. Yangzhigang, an analyst at Guodu securities, told China home appliances that under the stimulus policy, the overall performance of the home appliance sector is still poor, mainly because the current economic environment is very different from that when the stimulus policy was launched in 2009. At that time, the home appliance sector was boosted in both valuation and profitability, while the current downward shift in the overall valuation of a shares may not be over. And whether the economic growth rate bottomed out in the second quarter is still not very clear. Therefore, Yang Zhigang believes that the reversal opportunity of the household appliance sector has not yet appeared

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