INDUSTRY

9月26日，“2008-2009年，空调行业在中国高峰论坛”在北京新闻大厦酒店，这是国家信息中心信息资源开发部和国家电网共同举办的第五次首脑会议。在会上双方宣布了“2008年度国内制冷空调零售市场白皮书”（以下简称“白皮书”主要城市），并冻结了2009年开展前瞻性的市场趋势分析和预测。以下是副秘书长的中国家电许健康协会秘书长关于2008年空气的中国总结的空调出口国。徐

健康：空调行业，因为中国有非常高的国际化产业，空气出口空调行业是非常重要的。第二年，我把08空调行业向美国的出口报告。中国空调行业已接近约50％的出口量，在约300万单位的规模这两年，约占70％的份额。年出口07空调是非常在第一，全球经济在同一时间，是非常炎热的夏季气候，出口增长达到高峰流行主导空调市场。当时，我们用来形容2007年的销售热空调。然而，我们也提到美国次贷危机，从分在美国抵押贷款危机在2007年开始影响市场，当房地产市场开始低迷，我觉得这08年是一个影响因素对空调。至08年的确是由美国次世界贷危机是非常大的从外部扬声器要求的由美国为代表的市场，那么更严重的衰退。当然，在开始阶段，5个月前在欧洲，中东，亚洲国家和南美市场仍然良好，但总体市场需求增长下降，市场正变得越来越严峻。

同时在国内形势来看，空调行业和其他出口行业，一个巨大的成本压力，包括原材料成本的上涨，劳动力成本上升，以及人民币升值等不利因素，使我们内外交困。但今年，空调行业依然乐观交易满意的答复，能够保持一定的增长，达到7％。然而，在出口普遍下降，这个地图可以看到这一点，我们已经下滑到7％，辍学率是比较大的一年。这表明，最近12个月出口的空气调节系统，这个红线是我们出口同期的增长速度，我们看到这个趋势在下降，并逐渐下降，特别是在最近几个月，6,7,8个月三个月这个速度一直非常缓慢。 6月和8月是负增长，7月份同期，基本上是一个非常低的增长速度。这反映了空调出口市场调节变得更为严峻。

从区域分布看，在北美的表现相对较差，当然，都比较小负增长。北作为的2,000,000股，亚洲，欧洲，拉丁美洲，非洲也是一种有一定增长，如亚洲，日本和韩国的出口量，总额减少了美国仍然是良好的，除了中东，印度，东南亚，这种良好的市场环境也存在，特别是相对中东石油市场的欢迎，一直保持着上升的贡献率比较大。时，由于当时欧洲人民币升值对欧元相对较低，特别是一些在贬值的时间，因此对欧洲出口的好。这是10个重点国家，性能良好的日本，印度，希腊，沙特阿拉伯，俄罗斯，阿根廷。作为美国，西班牙坏在这些国家。美国受次贷危机，西班牙经济，或许也中国的经济是类似于房地产市场低迷的相对强大，使空调出口下降。

所以我们看到，在形势的变化，分从美国房贷危机时近几个月的出口，是一个金融危机，并逐步扩展到经济危机。目前，在以下方面的需求不大，明年乐观，全球经济进入了调整期。我们认为，中东，俄罗斯和印度的一些美国和欧洲，这些市场的表现可能会好一点。

这种情况下，在航空业需求的变化，空调业是不是我们可以扭转，因为这是问题的环境背景。根据我们关注行业的发展，特别是如何进行产业升级的情况下，我们以前曾通过量的扩张，对全球市场的迅速占领。下一步如何，如何做自己的布局，全球商业策略，我们的发展是必不可少的。由于我们的发展可能有一定的瓶颈，如果一个新的水平，但每个空调行业认真考虑行动的问题。

Home Appliances Association, Xu Health: Air conditioning in 2008 exports of country situations

September 26, “2008-2009, air-conditioning industry in China Summit Forum” held in Beijing News Plaza Hotel, which is the State Information Center, Information Resources Development Department and the National Grid co-host the fifth Summit. At the meeting both sides announced the “2008 Annual domestic refrigeration air-conditioned retail market key cities The White Paper” (hereinafter referred to as “White Paper”), and frozen the year 2009 to carry out forward-looking market trends analysis and prediction. Following is Deputy Secretary-General of the Association of Chinese household electrical appliance Xu Health on 2008 air-conditioning export countries of China’s summary. Xu

Health: air-conditioning industry because China are very high internationalization industries, export of air-conditioning industry is very important. The following year I put 08 air-conditioning industry exports to the U.S. report. China air conditioning industry has close to approximately 50% of export volume, the size of these two years in about 3 million Units, representing approximately 70% share. Annual exports are 07 air-conditioning is very popular during the first, global economic growth peaked at the same time it is very hot summer climate, export-led air-conditioned market. At that time, we used to describe hot air conditioning in 2007 sales. However, we also referred to the United States sub-loan crisis, from the sub-prime crisis in the United States in 2007 began to affect the market, when the real estate market began to slump, I think this factor of 2008 is an impact on the air conditioner. To 08 years is indeed the world by the United States sub-loan crisis is very big demand from the external speakers to the market as represented by the United States, then a more serious decline. Of course, in the beginning stage, 5 months ago in Europe, the Middle East, Asian countries and South American market is still good, but the overall market demand growth on the decline, the market is becoming increasingly grim.

in terms of domestic situation at the same time, air-conditioning industry and other export industries, a large cost pressures, including rising raw material costs, rising labor costs, RMB appreciation and so on negative factors, so that we内外交困. But this year, air-conditioning industry is still optimistic a deal satisfactory answer, be able to maintain a certain growth, reaching 7%. However, general decline in exports, this map can see that this year we have slipped to 7% drop rate is relatively large. This shows that the recent 12-month export of air-conditioning, this red line is our export growth rate over the same period, we see this trend are in decline, and gradually decline, especially in recent months, 6,7,8 months three months this rate has been very slow. June and August are the same period of negative growth in July is basically a very low growth rate. This reflects the export market for air-conditioning has become more severe.

from the regional distribution, the relatively poor performance in North America, of course, are relatively small negative growth. North America as a reduction in the total amount of 2,000,000 Units, Asia, Europe, Latin America, Africa was also a certain degree of growth, like Asia, Japan and South Korea’s export volume is still good, in addition to the Middle East, India, Southeast Asia, such a good market environment also exist, in particular, are relatively popular in the Middle East oil market, has maintained a rising contribution rate is relatively large. Europe at that time because of the renminbi to appreciate against the euro is relatively low, especially for some time in the devaluation, so good for European exports. This is the 10 focus countries, the performance is good Japan, India, Greece, Saudi Arabia, Russia, Argentina. Bad as the United States, Spain in these countries. The United States is affected by sub-loan crisis, the Spanish economy and perhaps also China’s economy is similar to the real estate market downturn relatively powerful, so that air-conditioning exports declined.

so we see that exports in recent months the situation changes, the sub-prime crisis from the United States speaking, is a financial crisis, and gradually extended to the economic crisis. At present, the demand in terms of not too optimistic about next year, the global economy entered a period of adjustment. We believe that the Middle East, Russia and India have some potential for the United States and Europe, the performance of these markets will be slightly better.

such circumstances, the industry changes in demand for air-conditioning industry is not what we can to reverse, because it is the environmental background of the problem. Under the circumstances we are concerned about the development of the industry, particularly how to carry out industrial upgrading, we have previously passed a quantity of expansion, the rapid occupation of the global market. Next how to, how to do their own layout, global business strategy, which our development is essential. Because of our development may be to a certain bottlenecks, if a new level, but are each air-conditioning industry to seriously consider the question of action. (08-9-27)