海尔智家欧洲空调份额数一数二,长期受益全欧气候变暖

光大证券
23 Jul

一、高温天气推动欧洲空调需求增长2025年6月成为欧洲有记录以来最热的6月之一,极端高温天气显著增加。报告指出,气候变化使热浪更频繁、更强烈,影响范围也更广。这一趋势大幅增加了空调在欧洲市场的刚需属性,尤其是西欧和东欧地区空调普及率自2019年以来分别提升了8%和11%。二、欧洲空调市场潜力巨大目前,欧洲家庭空调普及率仍然远低于中国、美国和日本等主要经济体。例如,2024年西欧和东欧的家庭空调...

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