In 2020, the overall situation is less affected by the epidemic, and the market scale is slightly lower than last year. The subdivided application field is still dominated by the heating application market. According to the 14th Five-Year Plan, the industry will usher in a new round of growth.
Main listed companies in the air source heat pump industry: At present, the listed companies in the domestic air source heat pump industry mainly include Haier Zhijia (600690), Midea Group (000333) and Gree Group (00065 1).
The core data of this paper: market size, import and export data, and segmentation data.
In the first half of 2020, the market scale affected by the epidemic was cold, and it was quickly repaired in the second half.
20 13-2020, the sales scale of air source heat pump in China fluctuates. After 20 19 reached its peak in the past five years, affected by the epidemic, its scale dropped to 183 billion yuan in 2020, down 1.6% year-on-year. In the first half of 2020, due to the outbreak of the epidemic, most of the demand for air-source heat pumps was suppressed. In the second half of 2020, after the epidemic eased, the market scale of air source heat pump was repaired, especially in the real estate industry, and the supporting facilities were accelerated, making the annual sales scale in 2020 the same as last year, with a slight decline.
Segmentation application market accounts for a high proportion in heating applications.
The application fields of air source heat pump include hot water market, heating market and industrial and agricultural drying market, among which the hot water market and heat pump heating market occupy the vast majority of the markets and the competition is fierce, accounting for more than 90% for three consecutive years.
In 2020, the proportion of heating market will further increase, reaching 52.0%. Half of domestic air-source heat pump equipment is used in the heating market, and the proportion of hot water application market is declining, from 46.3% in 20 19 to 40.7% in 2020. In recent five years, the drying market has shown a slow growth trend.
In the first half of 2020, the southern hot water market suffered an epidemic, which made the domestic heat pump hot water market, which had been in a downturn, grow weakly again, with a significant decline compared with last year.
The proportion of exports has increased, and the trade surplus has further expanded.
From the perspective of domestic sales and import and export, the domestic market has gradually returned smoothly, with domestic sales of 654.38+05.72 billion yuan, an increase of 8.6% year-on-year; Exports reached 2.58 billion yuan (calculated at the exchange rate of 1:6.5), up 44.2% year-on-year. Foreign markets have promoted the development of domestic exports due to the demand of local epidemic suppression, but domestic sales are still the main market of air energy heat pump industry.
According to customs data, in 2020, the total import and export volume of air source heat pump products in China was US$ 404 million, a year-on-year increase of 40.95438+0%; Among them, the import value was 7.05 million US dollars, a year-on-year decrease of 37.44%; The export value was US$ 397 million, up 44.12% year-on-year; The trade surplus was US$ 390 million, up 47.59% year-on-year. In 2020, the trade surplus of air source heat pump industry in China will further widen, which indicates that the competitiveness of domestic products in China will be further strengthened, and at the same time, it will benefit from the good control of domestic epidemic situation and the rapid promotion of resumption of work and production, with obvious competitive advantages.
The demand of air source heat pump is mainly concentrated in the northern region, which is consistent with the regional distribution of enterprises.
From the demand point of view, the market scale of the northern region (North China, Northeast China and Northwest China) further expanded in 20 19, accounting for 68.3%, and the scale of South China accounted for 1 1.0%, which was 3.6 percentage points lower than last year. After heat pump enterprises put more energy into the transformation of hot water channels, the overall decline rate of the region is relatively low under the background of the general decline of hot water industry.
Followed by East China, although the proportion of 20 19 has declined, the decline brought by other products has been greatly slowed down based on the promotion of household second supply and hot water real estate supporting projects in Jiangsu and Zhejiang provinces.
The market share of Central China increased slightly, with Hunan Province playing a major role, while other provinces did not perform very well. Driven by the growth of Sichuan and Chongqing, the southwest region maintained a small growth.
From the perspective of enterprise distribution, in the distribution of air source heat pump enterprises in China, the northern region is affected by heating demand and policies, and the number of enterprises is relatively large, accounting for about 46%; It has a good economic foundation and manufacturing capacity. The proportion of related enterprises in East China is about 30%. The number of enterprises in South China, led by Guangdong Province, is about 10%, the three central provinces account for 10%, and the southwest region accounts for 4%.
Carbon dioxide emissions peaked, and the market scale continued to grow under the carbon neutral policy.
In March, 20021,the outline of the "14th Five-Year Plan" was released, which pointed out that green production and lifestyle were widely formed, carbon emissions decreased steadily after reaching the peak, the ecological environment was fundamentally improved, and the goal of building a beautiful China was basically realized. At the general debate of the 75th United Nations General Assembly, China made clear for the first time the time to achieve carbon neutrality, and strived to achieve the peak of carbon dioxide emission by 2030 and carbon neutrality by 2060.
A key to beautiful China is carbon neutrality, which means that the level of carbon neutrality in cities is the core index of the construction process of beautiful China. As a clean energy heat pump, air source heat pump will take more responsibility for reducing carbon emissions, and its market scale will be further expanded.
—— The above data refer to the Analysis Report on Market Foresight and Investment Strategic Planning of China Air Source Heat Pump Industry by Forward-looking Industry Research Institute.