This year, the domestic compressor has been developing steadily

According to the data of key contact enterprises reported by the compressor industry, the overall development of the compressor industry in the first half of this year was fairly stable, but it still faced such problems as weak demand and excess production capacity. Industry companies have worked hard to maintain profitability in the event of declining revenues. Smoothness shows that the ability of companies to control risks has been gradually improved, especially the effect of inventory deduction. It is expected that there will be no ups and downs in the second half of the year and the trend is basically stable.

In 2013, the overall scroll compressor industry performed better than the 2012 cold year

In the cold year of 2013, the overall scroll compressor industry performed better than the 2012 cold year, with annual sales reaching 4.0083 million units, an increase of 10.44% over the same period of last year, of which the internal sales reached 3.448 million units, an increase of 10.84% ​​over the same period last year. According to the Refrigeration Express, Compared with the best-selling 2011 year, the overall sales volume is still more than 300,000 units.

In the 2013 cold year, Scroll compressors benefited from the growth of the downstream residential central air-conditioning and small commercial air-conditioning markets, and the sales were freed from the 2012 cold-year downtrend. From the perspective of the cooling capacity distribution, the supply of 3HP and below scroll compressors has shown a significant decline, mainly due to the increase in energy efficiency of rotary compressors, resulting in scroll compressors and rotary compression on home cabinet products. Machine competition lacks advantages. In the sales of scroll compressors of 3-7HP and 7HP or more, there is a good growth, indicating that scroll compressors still occupy an absolute superior position in downstream units with large cooling capacity, modular machines, and multi-line products. .

With the advent of a new cold year, scroll compressor companies still show a positive attitude towards the market. With the acceleration of the urbanization process in the country, there will be a large number of domestic air-conditioners and multi-connected homes in the future. upside potential. With the concept of frequency conversion being more and more recognized by everyone, the future of variable frequency scroll compressors is also relatively broad.

In the first half of the year, the Japanese company's scroll compressors are growing faster.

According to the industry online monitoring data, in the first half of 2013, the sales of scroll compressors in China achieved a growth of more than 10%, which was mainly due to the growth of downstream multi-industry and unit machines and module machines. The domestic air-conditioning host companies in addition to the purchase of domestic production of scroll compressors, there are many scroll compressor products supplied from imports, such as the Haier multi-line scroll compressors mainly from Thai Mitsubishi, Hisense Hitachi, Mitsubishi Heavy Industries Haier, General Fujitsu and other Japanese companies also have a large number of scroll compressors imported.

In the first half of the year, we found through customs import data that the number of scroll compressors imported by major Japanese scroll compressor demand companies has increased. For example, the number of imported scroll compressors of Daikin Air-conditioners during the first half of the year was 9,568, an increase of 19.8% over the same period last year. Daikin's imports of domestic scroll compressors mainly come from Japan, and a small amount from Thailand. Hisense imported Hitachi scroll compressors reached 48,800 units in the first half of the year, a year-on-year increase of 35.2%. This is in line with the rapid increase in sales of Hisense Hitachi’s multiple online sales in the first half of the year. Hisense's scroll compressor imports mainly come from Taiwan.

In addition, higher imports of scroll compressors include Mitsubishi Heavy Industries Haier, Fujitsu General, Mitsubishi Electric and other companies. Mitsubishi Heavy Industries Haier's imports of scroll compressors mainly come from Japan and Thailand. In the first half of this year, imports reached 20,000 units. Although Fujitsu’s general sales volume in China is small, China is the main production base for its multi-connected products. Its products are mainly exported to Asian markets. In the first half of 2013, Fujitsu imported scroll compressors. More than 30,000 units were imported, mainly imported products from Japan, followed by a small amount of supply in Thailand. Mitsubishi Electric's imports of scroll compressors also come from Japan and Thailand. Due to the full capacity of Thai Mitsubishi scroll compressors, the proportion of imports from two countries is relatively balanced, accounting for almost half.

Brazil becomes the main destination for the export of scroll compressors in the first half of the year

Brazil is located in southeastern South America, bordering French Guiana, Suriname, Guyana, Venezuela and Colombia in the north, Peru, Bolivia to the west, Paraguay in the south, Argentina and Uruguay, and the Atlantic Ocean in the east. With an area of ​​8,851,900 square kilometers, it is the largest country in Latin America and the fifth largest in the world. Eighty percent of Brazil's territory is located in the tropics, with the southernmost subtropical climate. The northern Amazonian plain is an equatorial climate with an average annual temperature of 27-29°C. The central plateau has a tropical grassland climate, which is divided into dry and rainy seasons.

Due to the rapid economic growth in Brazil in recent years, the demand for air conditioning in Brazil, which is mainly composed of tropical climates, has grown substantially. In recent years, the domestic, commercial air-conditioning and air-conditioner accessories products exported to Brazil in Brazil have shown significant growth. Brazil also became one of the major destinations for domestic scroll compressor product exports. In the first half of 2013, the total volume of domestic scroll compressors exported to the Brazilian market reached more than 63,000, making it the largest exporter of scroll compressors. From the perspective of export companies, Dalian Sanyo's exports of scroll compressors are mainly concentrated in Brazil, and the export of one company reaches more than 50,000 units. In addition, Danfoss has more than 10,000 scroll compressors exported to Brazil. Guangzhou Hitachi has exports of several hundred units, while domestic Emerson and Xian Daikin have not exported scroll compressor products to Brazil. Emerson has vortex compressor factories in the United States and Mexico. Therefore, the domestic production of scroll compressors is mainly exported to Asia, among which scroll compressors exported to Thailand and India account for a large proportion.

As Brazil will continue to host both the World Cup and the Olympic Games in 2014 and 2016, the two most influential sports events in the world will further boost the Brazilian economy. The construction of relevant commercial facilities is Central air-conditioning products also have a large demand space. Therefore, the total volume of scroll compressors exported to the Brazilian market is expected to maintain a high growth rate in the future.

Structural adjustment to find new growth points

With the market environment continuing to slump, product structure adjustment has become the focus of various scroll compressor companies. DC converters, aluminum wire motor compressors, high-power high-speed constant-speed machines, new refrigerant products such as R32, and export markets have all attracted attention from companies as emerging growth points.

With the rapid development of the central air-conditioning market with DC inverters and multi-connections, domestic central air-conditioning companies such as Gree and Midea continue to increase the output of DC-DC inverters and multi-links. This has made the DC variable-speed scroll compressors develop rapidly in the commercial market. According to industry online data, from January to April 2013, the sales volume of several major domestic enterprises supplying DC variable frequency scroll compressors increased by 41% year-on-year, and the monthly growth rate in April was more than 100%.

As a supplier of mainstream variable frequency vortex machines, Guangzhou Hitachi was able to achieve sales growth of over 20% in the first half of 2013, which is closely related to the drive of the DC inverter market. Among other manufacturers, Dalian Sanyo’s DC inverter is still making efforts to promote it. Daikin Qingan does not produce inverters.

It is understood that the DC inverters that Emerson's environmental optimization technology introduced at the end of 2011 are currently only stand-alone (not parallel-connected) and are being matched with various air conditioner manufacturers. It is expected that the sales will be realized in 2014. In terms of commercial DC inverters, it is planned for 2014. Or listed in 2015. Industry experts said that the market for digital vortex machines developed by Emerson over the years has been shrinking. It is wise to participate in the competition of the DC inverter market. Guangzhou Hitachi relevant person in charge said: "In the DC inverter vortex machine market, the pressure from Emerson has not yet been felt, but from next year, will have to face Emerson's market competition pressure."

In fact, not only is the product adjustment of Emerson's environmental optimization technology, but it is also one of the strategic focuses to vigorously expand the refrigeration and refrigeration market. In addition, the promotion of aluminum wire motor compressors has also been successful. Midea ordered Emerson aluminum wire motor compressors in batches in 2013. Midea's central air-conditioning procurement official said: "The product has excellent performance, good energy efficiency, and reliability has also been verified by experiments." It is learned that Copeland aluminum wire motor scroll compressors are In 2013, sales of more than 100,000 units have been achieved, and sales will be further expanded in the future.