一、政策与需求共振，行业边界持续拓展气候应对催生新增量市场 近年来，全球极端高温事件频发，多国将制冷设备纳入民生保障基础设施范畴。例如，欧洲部分国家已将空调安装率写入气候适应战略;亚洲多地推出高温补贴政策，带动家用、商用制冷设备需求攀升。值得注意的是，“高温经济”正从传统家用空调向农业冷链、医疗温控、数据中心冷却等专业场景渗透，为行业打开新的增长空间。能效标准升级倒逼技术迭代 全球范围内制冷设备...
Source Link一、政策与需求共振，行业边界持续拓展气候应对催生新增量市场 近年来，全球极端高温事件频发，多国将制冷设备纳入民生保障基础设施范畴。例如，欧洲部分国家已将空调安装率写入气候适应战略;亚洲多地推出高温补贴政策，带动家用、商用制冷设备需求攀升。值得注意的是，“高温经济”正从传统家用空调向农业冷链、医疗温控、数据中心冷却等专业场景渗透，为行业打开新的增长空间。能效标准升级倒逼技术迭代 全球范围内制冷设备...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.