Looking back at the cold years of 2017: two words sum up "perfect". From cold start, the motor of air conditioning, gradually get rid of the "dilemma" of the early stage of the production and marketing leave high to go high, with a final cumulative yield 310.097 million units, up 27.2% from a year earlier results well packaged, success, to reverse the decline in two years in a row since 2012, the biggest jump in six years. Let's look at what's happening in the market this year.
Subdivided the monthly market: in 2017, the year will be high and high in the year of cold, and the record for the year will be high. In terms of monthly subdivision, from August to December, we benefited from the effective digestion of stocks in the last cold year, the gradual improvement of the market and the impact of the "price increases", and the whole industry started to enter positive growth. January 2017 is the only month in which the whole cold year is affected by the New Year holiday and the Spring Festival holiday. In the second half of the year, the domestic market was driven by positive factors such as the high season and the weather, which showed the trend of "mad long". In the past six months, there was a high value in the four months.
To sell the market comparison: cold nearly five years is reviewed, and the domestic market from 2014 began to experience excess capacity and insufficient demand, competition is more and more fierce, prompting more and more enterprises to speed up overseas markets. The data shows that in the cold years of 2015 and 2016, the export market of air conditioning motor increased, especially during the cold year of 2016, the domestic market was depressed, and the export policy was boosted by favorable policies. In the cold year of 2017, the domestic market has become the main growth support point. Although the proportion of exports has decreased, the year-on-year growth rate is still 5%.
Enterprise competitive landscape: 2017 cold by the industry as a whole, competition changed little, the air conditioner motor spirit, building companies, for midea, gree autonomous system in accordance with the hold together occupy 57.0% of the total market share, the welling and with its rich resources of clients, take 34% of the market, occupy the domestic market leading position. In addition to these two enterprises, haier motor also has certain self-supply properties. Other foreign brands represented by the ocean and wolong are affected by the overall industry environment, and the customer structure is relatively complex and has a great impact on customer changes.
Ac/dc market comparison: dc motors have many advantages over ac motors. And the market of variable frequency air conditioning continuously heats up, directly promoted the development of dc motor. In terms of market share, the proportion of dc motor in cold years in 2016 has increased significantly compared with previous years. Dc 2017 share slipped slightly, mainly due to the late 2017 cold air conditioning downstream market structure adjustment, the second - and third-tier cities demand rise, dc motor sales growth is relatively slow, but the year-on-year growth of 26%, obvious increment, cold years overall shipments of record over the years.
In the cold year of 2018, the market is generally optimistic but the variable remains: the overall market size of the overall air-conditioning system is relatively stable in the new cold years. However, according to the company's feedback, the raw material "sheng sheng" renewed the increase of the orders, the upstream and downstream of the market profit, the "thin profit" air conditioning motor industry is increasingly "not good".
First is the profit space squeeze the living space in the market, entry barriers are forced to raise, the big brand shipments, eventually apportion costs and big brands have more bargaining space, can even through the boom to the regional small brand and low prices, with a less known and inferior brand shuffle. The second is the uncertainty of the housing market, adding uncertainty to the industry. In addition, weather is undoubtedly the biggest "variable" of the new cold year.
The new cold year has started in August, with industry online statistics showing that the air conditioning industry's inventory was below 22,330,000 in the year to August, a low level compared with the same period in history. The planned production of the whole machine in October was up nearly 20% from the same period last year. In view of the current market situation, the market of air-conditioned motor in cold years of 2018 is still optimistic, and the growth rate is expected to remain within 10%, and the market is gradually returning to rationality.