SMM network news: throughout 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 running high. Finally, the total output of *** has reached 310.97 million units, with a year-on-year growth of 27.2%. *** has successfully reversed the declining trend of two consecutive years and achieved a great growth of *** in the past six years since 2012. Let's take a look at how the market has changed this year.

Segment the monthly market: 2017 cold year high open high, set a new record in domestic sales and shipments. From August to December, thanks to the effective digestion of inventories in the previous cold year, the market gradually improved, and the impact of "price rise disturbance", the overall industry began to enter the positive growth. January 2017, affected by the New Year's day and the Spring Festival holiday, became a month of decline in the cold year. In the second half of the year, the domestic market was driven by favorable factors such as the upcoming peak season and weather, showing a "crazy growth" trend. In the six months, shipments reached the highest value in the past years in four months.

Comparison of domestic and overseas markets: looking back on the past five cold years, the domestic market has experienced overcapacity and insufficient demand since 2014, and the competitive pressure has become increasingly fierce, prompting more and more enterprises to accelerate their expansion into overseas markets. According to the data, the export market share of air conditioner motor increased during the cold years from 2015 to 2016. Especially in the cold years of 2016, the domestic market was in a downturn, and the export increased due to favorable policies. Entering the cold year of 2017, the domestic market became the main growth support point. Although the export accounted for less, it still had 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 foreign supply brands represented by dayang and wolong are greatly affected by the overall industry environment, and the customer structure is relatively complex, which is greatly affected by the change of customers.

Ac/dc market comparison: compared with ac motors, dc motors have many advantages. And frequency conversion air conditioning market continues to heat up, directly promoted the development of dc motor. From the perspective of market share, the proportion of dc motor in 2016 cold year has increased significantly compared with previous years. The slight decline in the proportion of dc in 2017 was mainly attributed to the adjustment of the sales structure of the downstream air conditioning market in the late cold year of 2017 and the rising demand in the second and third-tier cities. The growth rate of dc motor sales was relatively slow, but the year-on-year growth rate was 26%, with a significant increase. The overall shipment in the cold year still reached a record high.

The market in 2018 cold year is generally optimistic, but variables still exist: the overall market size of air conditioner motor in the new cold year is relatively stable. However, according to the feedback from the enterprise side, the "rising voice" of raw materials will boost the increase of orders, which will squeeze the market profit from upstream and downstream, making the air conditioner motor industry which is already "thin profit" more and more "difficult to work".

First of all, the profit space to squeeze the market survival space, the threshold of the industry *** improve, which large brand shipments, *** final assessed cost is limited, big brands have more bargaining space, and even *** can take advantage of the rising tide to regional small brands and low price miscellaneous brand war, shuffle intensified. The second is the uncertain trend of the real estate market, adding uncertainty to the industry. In addition, the weather factor is undoubtedly the new cold year ** big "variable".

The new cold year has started in August. According to the data of the industry online statistics, as of August, the inventory of air conditioning industry is below 22.33 million units, which is low compared with the historical period. In October, the whole machine end production schedule increased by nearly 20% compared with the actual production performance of the same period last year. Based on the current market situation, the air conditioner motor market in 2018 is still optimistic, with an expected growth rate of less than 10%, and the market is gradually returning to rationality.