High temperature heat up "cold economy": Chengdu market air -conditioning refrigerator sales doubled, some models sell out of stock

Cover Journalist Xiong Yingying Intern Wang Daohan

On July 11, high temperatures continued in many places across the country. According to the high -temperature orange warning released by the Central Meteorological Observatory before, the local temperature in Zhejiang, Sichuan and other places was above 40 ° C.

"The steamed buns in the steamer in the breakfast shop are not hot." "I want to fly on the sky and the sun shoulders side by side" "I feel like I am like an ice cream, the kind of out of the air -conditioned room" ... A large number of hands also heat up the sales of "cold home appliances" such as air conditioners, electric fans, refrigerators, and freezers. The reporter found that at present, some home appliance stores in Chengdu have increased significantly year -on -year air conditioning and refrigerators, and some popular models have been sold out of stock.

In the A -share market, under the catalysis of high -temperature weather, the power and white home appliances sector has also risen continuously.

Customers in Chengdu's home appliance store are buying air conditioners

"Summer Household Appliances" sales doubled

Economy air conditioners below 3000 yuan sell out stock

On July 11, the reporter visited several large home appliances stores in Chengdu District. Although it was a working day, consumers who came to buy air -conditioning were still endless. Judging from the sales products of various stores, air conditioners at the price of 3,000 yuan to 4000 yuan are still mainstream, and many brands are available to choose from. Models of less than 3,000 yuan have been dislocated.

"The best selling below 3,000 yuan, but now there is no spot, you need to adjust the goods from other places." Said sales staff of the first store in Chenghua District. When the reporter asked how long it takes to wait for the goods, the other party said that the time was uncertain.

A home appliance store air -conditioning salesperson introduces products

Not only the air conditioner, but also the air circulating fan for sale. In a household appliance store in Jinjiang District, several air circulating fans were placed in the most eye -catching position, but the on -site salesperson told reporters that there are only a few sample machines. If you want to buy goods.

The reporter noticed that the air circulating fan of one of the brands was priced at a minimum price of 1300 yuan, and the price of the brand's ordinary fan was about 150 yuan-350 yuan, which was several times the price. "Although the circulating fan is more expensive, the wind is greater and the air supply distance is farther, so it is also very popular with customers."

Ni Bohan, Minister of Air Conditioning and Development Center in Chengdu Gome Electric, said that due to rare high temperatures, air -conditioning sales have increased significantly this year. As of now, air -conditioning sales have increased by 113%compared to the same period last year. "Now we are also actively connecting with various manufacturers, and they are also replenishing one after another to meet consumers' overall purchase needs."

Ni Bohan mentioned that when consumers buy air conditioners, they will give priority to whether there are stocks, followed by whether the price is cheap, and then consider functionality. This year, the price of some brand new wind air conditioners has dropped to less than 3,000 yuan. Compared with ordinary inverter air conditioners with the same energy effect specifications, although the price is hundreds of yuan higher, consumers are still willing to choose such products first.

In the face of continuous high temperature weather, buying a second refrigerator, even a small freezer to freeze ice cream and ice cream, have become standard for some families.

According to the relevant person in charge of Chengdu Gome Electric Ice Wash Products, this year's refrigerators with capacity 201L and 303L have grown the fastest, and the size is also suitable for ordinary families. "These two models of products are about 80 units 1 month last summer, and the sales volume has exceeded 200 units in the same period this year. Although sales have grown rapidly, the current supply can still be sufficiently guaranteed."

Air circulating fan is favored by many consumers

Power and home appliance sector multiple stocks daily limit

High temperature weather is expected

The A -share market is as hot as the weather. Recently, "high temperature concept stocks" such as electricity and air -conditioning appliances have been enthusiastically sought after by investors.

On July 11, the A -share power sector set off a surge in daily limit. Mei Yan auspicious, Hunan Development, Star Electricity, Shao Neng, and CCP energy daily limit. After 9 days 9 boards, the closing of the market continued to rise by 3.30%today.

A -share power sector rose sharply

At the same time as the stock price rises, enterprises are also adding related businesses. A few days ago, Hunan Development announced that it was planning to spend 364 million yuan in effort. According to the announcement, the company plans to establish a wholly -owned subsidiary of Hunan Development Kongzhou Island Power Generation Co., Ltd. (tentative name), and will invest in the construction of the Zhuzhou Aviation Power Hub (Kongzhou Hydropower Station) expansion project. In addition to the expansion of the hydropower, the company has deployed the field of photovoltaic power generation. In February this year, Jiezhou jointly cooperated to develop distributed photovoltaic projects.

In terms of home appliances, this morning, the white home appliance sector rose straight. In the end, Changhong Huayi and Ao Koma closed up their daily limit. Hisense home appliances rose 6.99%. Both Huadi and Changhong Meiling rose more than 5%.

Changhong Huayi disclosed the performance trailer after the market showing that it is expected to return to shareholders of listed companies from January to June 2022, 7.100 million to 81 million, a year-on-year increase of 45.32%to 65.79%. Essence

The Western Securities Research Report pointed out that a large -scale high -temperature weather will appear in the country this year and will continue in the next 10 days. Considering that the cold and summer weather in the past 3 years has caused the backlog of demand, the 19 -year promotion effect on demand has gradually weakened. High temperature weather is expected to promote air -conditioning prosperity. The price rises; at the same time, the prices of raw materials such as copper and steel have fallen sharply, and the profitability of the white -electrical leader in the second half of the year can be improved.

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