According to industry online data, household air conditioners were scheduled to produce 22.19 million units in April, an increase of 22.7% compared with the same period last year.
In terms of domestic sales: In April 2024, domestic sales of household air conditioners were scheduled to be 12.81 million units, an increase of 20.9% compared with the same period last year. Domestic sales in May were scheduled to be produced. The production volume was 14.7 million units, a year-on-year increase of 16.3%. Domestic sales in June were scheduled to produce 14.25 million units, a year-on-year increase of 13.5%.
In terms of export sales: In April 2024, the export production of air conditioners was 9.38 million units, an increase of 28.3% over the same period last year. In May, the export production was 7.74 million units, a year-on-year increase of 16.7%. In June, the export production was 5.91 million units, a year-on-year increase of 3.1%.
The continued positive growth of air-conditioning market production scheduling in the first half of 2024 has brought about a corresponding increase in refrigerant gas demand. With the actual implementation of air-conditioning production scheduling, refrigerant demand has climbed, and orders from the refrigerant production side have increased. At the same time, leading refrigerant companies The price increases and price increases have boosted the overall confidence of the industry. Although the rapid increase in prices takes time to consume, the trading of production-end quotas also reflects the positive attitude of practitioners.
In addition, as the inventory pressure level on the refrigerant production side decreases, coupled with the rising buying mentality in the downstream market, demand in the maintenance market increases, and the inventory consumption of refrigerant channel vendors will also increase. Overall, the strong development trend of the refrigerant market is not If the price changes, the persistence of high price operation in the first half of the year will be relatively obvious.
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