SMM network news: looking at the past cold 2017: two words summary "***".Since the beginning of the new cold year, the air conditioner motor has gradually got rid of the "dilemma" in the early stage, and the production and sales have been on a high track. *** has ended up with a cumulative output of 310097 thousand units, with a year-on-year increase of 27.2%. It has successfully reversed the declining trend of two consecutive years and set a record of a large increase of *** in the past six years since 2012.Let's take a look at how the market has changed this year.
Market segment monthly: cold 2017 year high open high go, a record year domestic shipments。On a monthly basis, from August to December, thanks to the effective digestion of inventories in the previous cold year, the gradual improvement of the market, and the impact of "price rises", the whole industry began to enter positive growth。January 2017, affected by the New Year's day and Spring Festival holiday, was a month of *** decline in the whole cold year。In the second half of the year, the domestic market was driven by favorable factors such as the coming peak season and weather, presenting a "crazy growth" trend。 In six months, the shipment volume in four months reached a record high value。
Comparison of domestic and foreign markets: looking back on the past five cold years, the domestic market has experienced overcapacity and insufficient demand since 2014. The increasingly fierce competitive pressure has prompted more and more enterprises to accelerate their entry into overseas markets.According to the data, in 2015-2016, the proportion of cold air conditioner motor export market increased, especially in the cold 2016, the domestic market was sluggish, and the export growth increased due to favorable policies.Entering the cold year of 2017, the domestic market has become the main growth support point. Although the proportion of exports has decreased, it still has a positive growth of 5% year-on-year.
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 a certain self-supply attributes.Other outsourcing brands represented by dayang and wolong are greatly affected by the overall industry environment, and the customer structure is relatively complex and greatly affected by customer changes.
Ac/dc market comparison: dc motors have many advantages over ac motors。The continuous heating of variable frequency air conditioning market directly promotes the development of dc motor。From the perspective of market share, the proportion of cold dc motor in 2016 increased significantly compared with the previous years。In 2017, the proportion of dc decreased slightly, mainly due to the late cold 2017 downstream air conditioning market sales structure adjustment, the rise of demand in the second and third tier cities, dc motor sales growth is relatively slow, but the year-on-year growth rate of 26%, the increment is obvious, the overall shipment of cold year is still a record high。
In 2018, the cold market is generally optimistic, but the variables remain: the overall market size of air-conditioning motor in the new cold year is relatively stable。But according to the feedback from the enterprise side of the news, raw materials "rising voice" again to help increase orders, upstream and downstream squeeze market profits, so that the "thin" air conditioning motor industry is more and more "not dry"。
First of all, the profit space squeezes the living space of the market, and the threshold of the industry has been raised. Among them, large brands have large shipments, and the final apportionment cost of *** has a limited range. Large brands have more bargaining space.Second, the property market trend is not clear, adding uncertainty to the industry.In addition, the weather factor is undoubtedly the new cold year *** big "variable".
Cold New Year August has started, industry online statistics show that as of August, the air conditioning industry inventory is under 22。33 million units, compared with the historical low。In October, compared with the same period of last year, the output plan of the whole machine increased by nearly 20%。According to the current market situation, the cold air conditioning motor market in 2018 is still optimistic, with the growth rate expected to remain within 10%, and the market gradually returns to rationality。