中国电热毯热泵被买爆了这些上市公司如何应对全国小家电市场的自然波动
自2022年以来,欧洲的能源危机愈发严峻,能源价格不断攀升。面对这一局势,欧洲消费者纷纷抢购中国生产的小型取暖设备,以备冬季来临。这促使电热毯、取暖器、热泵等产品在欧洲市场火爆销售。
9月28日,在接受投资者调研时,彩虹集团表示,其电热毯产品主要针对国内市场,并且近年开始关注国际市场。公司目前正在为国外市场做准备工作,并已取得了一些小额订单,这些订单主要是电热毯及其相关产品。
彩虹集团认为,本轮能源危机导致了欧洲对取暖产品需求的大幅增长。由于这些小型设备具有低能耗和使用便利性,因此它们将在未来不仅是国内,也是国际上御寒和取暖的重要组成部分。
作为国内电热毯行业的领头羊,彩虹集团拥有显著的技术优势、完善的供应链管理以及成本控制能力。在开拓海外市场方面,这些优势将大有裨益。公司坚持以国内市场为主导,同时积极扩展全球业务,以实现长远发展目标。
海尔智家在其半年报业绩说明会上透露,其2021年的热泵收入超过了20亿人民币,大多数来自于国内市场。在那里,该公司位居行业前列。随着国家双碳战略的实施,以及欧洲能源危机进一步加剧,预计热泵市场将持续快速增长。
海尔智家重视这项产业,并在上半年取得了超过50%的增长,其中海外业务增长尤为迅猛。此外,在回应记者的采访中,该公司揭示,在国内,其空气源热泵占销量份额达14.4%,占销额份额达到22.2%,连续两年保持首位。而在海外,由于品牌影响力和本土化策略得到了认可,其空气源热泵向法国、意大利和德国等国家出口也出现了显著增幅,即分别达到36%、64%和26%以上。
值得注意的是,大元泵业因股票交易异常波动而被监管机构关注。在公告中,该公司指出,一季度至七月间完成家用屏蔽泵销售约10.1万台,但该类产品仍然占整体销售比例较低。此外,由于相关产品下游具有一定的周期性,而四季度通常是一个传统淡季期,所以预计四季度部分需求可能会出现调整。
最后,当天晚间,彩虹集团股价强势涨停报收29.04元,而大元�ump;e industry, while Haier Smart Home's share price fell 1.17% to close at 25.30 yuan on the same day.
The surge in demand for small heating devices in Europe has led to a buying frenzy of Chinese-made electric blankets, heaters, and heat pumps, with these products experiencing hot sales across the continent.
During an investor research meeting on September 28th, Rainbow Group revealed that its electric blanket business primarily focuses on the domestic market but is now expanding into international markets and has secured some small orders for its products overseas.
Rainbow Group believes that this energy crisis-driven surge in demand for heating solutions will continue to drive growth both domestically and internationally due to the convenience and energy efficiency of these small appliances.
As a leader in China's electric blanket industry, Rainbow Group boasts significant technical prowess, robust supply chain management capabilities, and cost control advantages that can aid its global expansion efforts.
While maintaining its primary focus on the domestic market, Rainbow Group remains committed to long-term development by leveraging these strengths to penetrate foreign markets effectively.
Haier Smart Home reported during their mid-year performance review that their heat pump revenue surpassed 20 billion yuan last year with most of it coming from within China where they hold a leading position in the industry. With China's dual carbon strategy unfolding alongside intensifying European energy crises, Haier anticipates continued rapid growth in heat pump sales globally
Haier Smart Home emphasizes importance placed upon developing this sector as evidenced by over half a century’s worth of increase seen during Q2 alone with exceptional growth rates observed amongst international customers specifically
In response to media inquiries regarding their recent stock fluctuations following their Q3 report release late last month - which saw stock prices rise significantly before settling back down slightly near closing time - executives confirmed expectations for more moderate gains next quarter based largely upon seasonal factors rather than any systemic issues related directly or indirectly affecting company operations or product offerings
Big Brands such as Haier have been able successfully expand beyond home shores offering top quality goods worldwide through localized strategies tailored toward specific regional preferences
However not all companies fared well amidst rising tide: Shares plummeted at least ten percent after several days trading under intense scrutiny amid concerns about an impending wave of regulatory intervention resulting from increased public awareness surrounding environmental impact particularly pertaining air quality standards set forth within recently enacted legislation aimed towards reducing emissions nationwide – much like counterparts abroad facing similar challenges posed by new policies governing emissions controls worldwide .