美的集团涨超5%,欧洲史上最严酷热浪正引爆一场空调抢购潮

智通财经
9 hours ago

6月29日,美的集团早盘涨超5%。

消息面上,欧洲近期持续受到高温天气影响,多地气温刷新历史纪录,带动空调需求快速释放。由于欧洲不少老式公寓存在无法打孔、外立面改造受限等安装难题,美的、格力、海尔等中国家电企业推出免安装、可移动的分体式空调,切中当地市场需求。

相关产品在欧洲销售火热。美的PortaSplit移动分体式空调已在德国、西班牙、法国等市场售罄,二手市场价格一度被炒至原价的两到三倍。美的方面表示,今年公司在西欧空调销售表现强劲,法国、西班牙、德国、英国等市场同比增幅均超过70%。

极端高温或正在成为欧洲夏季用电和制冷需求的新常态,欧洲制冷设备市场有望迎来持续扩容,中国家电企业也有望凭借产品适配能力进一步打开增长空间。

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