In the first half of the year, the export of air conditioners lowered their earnings

In the first half of 2012, the domestic export market and domestic demand have shown a typical weakness. As far as the air-conditioner export situation is concerned, it does not deviate from the unfavorable environment as a whole, but relatively speaking, the air-conditioner export has not caused a worrying sharp decline. According to the results of the analysis of customs statistics conducted by the China National Grid Industry Center, from January to June 2012, the domestic air conditioner export volume totaled 30,816,900 units, down 1.42% year-on-year, and the total value of exports was 6.616 billion US dollars, a year-on-year increase of 4.80%.

Exports just need to continue to exist in this export decline in the stability factor is that North America, Japan, the two major export countries still maintained varying degrees of growth, data show that from January to June exports to North America, Japan, air-conditioning volume was 9,205,100 units, respectively, 315.00 Millions of units, up 14.81% and 8.06% year-on-year, respectively. In terms of export value, the two major regions also increased by 22.84% and 15.04% respectively year-on-year.

With respect to North America, there are signs in the first half of the year that there are signs of recovery in the market. From the perspective of the US economy, key areas such as employment, real estate and consumption have shown signs of improvement since the recovery of the current crisis. Exports are good.

Markets in some emerging countries continue to send positive signals. For example, Saudi Arabia, Algeria, Israel, Iraq, Libya and other countries have experienced an increase in air-conditioning exports in the first half of the year. Air-conditioning exports from Argentina, Brazil, Russia, and the UAE have dropped significantly.

From the scale of North American and Japanese exports, it can be seen that the rigid demand for air-conditioning export markets still exists, and the shift in market characteristics also indicates that some emerging export markets are still waiting for air-conditioning companies to tap potential. Air-conditioning companies are also actively making adjustments in export restructuring. I learned from the Canton Fair in April this year that air-conditioning companies have begun to adjust the customer structure, and at the same time increase the export intensity of self-owned brands, extend the product line, and upgrade air-conditioning products. ,Increase innovation in energy efficiency, frequency conversion technology, etc., in order to drive the growth of new consumer channels.

The current dangerous situation of Shunde exports, the export of Guangdong Province appeared dangerous at the beginning of this year. From the customs statistics, the air-conditioner exports of Shunde and Zhongshan fell 17.84% and 18.46%, respectively. The export of air conditioners in Zhuhai increased by 38.97% year-on-year, which indicates that the air conditioner exports of Gree in the first half of the year are more optimistic. The growth of export in the first half of the Yangtze River Delta region, such as Ningbo, Wuhu and Jiading, was relatively optimistic.

Air-conditioning companies accelerate export transformation From the current situation, although the North American market has shown signs of recovery and emerging markets have gratifying performance, the overall external environment still has many uncertainties, and the situation of sluggish exports has not improved. These unfavorable factors have in turn forced air-conditioning companies to accelerate export transformation.

In addition to some of the aforementioned Chigo's adjustment measures, air-conditioning companies have also increased the investment and layout of self-owned brands. According to the situation held by the author, Gree has carried out its own brand distribution in 88 countries and regions. Since 2012, Gree has increased the layout of the US market and focused on the US market to radiate to surrounding countries and increase There is brand layout. In the process of opening up a globalized market, Midea has also increased its own brand output through mergers and acquisitions. For example, following the acquisition of Egyptian Miraco shares, Midea also completed the acquisition of Carrier's Latin American air-conditioning business at the end of last year.

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