In the home appliance industry, the cost of copper for air conditioning accounts for a relatively high proportion, copper prices continue to rise, and the peak season is approaching, so that whether the price of air conditioning will dance with "copper" has attracted attention.
Some air conditioning dealers told the Financial Associated Press reporter that based on the current consumption environment, they are generally not optimistic about the future price increase of air conditioners. What is certain is that the main brands "have not changed their current supply prices". Copper pipe manufacturers said that the overall orders in the industry are good, and customers are willing to take goods but are afraid of heights. Some relevant listed companies said that there is no adjustment to the terminal price at present.
"In a short period of time, copper prices are still in a state of easy to rise and difficult to fall, and there is still potential for further upward exploration."
The price of air conditioners is stable, and copper pipe companies say that the orders are good
Copper is known as the "Doctor of Copper", mainly because its price movements are closely related to the macro economy and are forward-looking. However, the impact of higher copper prices will vary for all players in the manufacturing chain.
Copper prices are unanimously bullish and air conditioning prices are facing a complex situation
The current price of air conditioners is stable, which does not represent the future trend. According to public information, copper prices are unanimously bullish by a number of institutions.
The above-mentioned interviewed copper pipe companies judged that if the high copper price is maintained for two months or more, the price of air conditioners may rise.
Xiao Chuankang said: "Most of the terminal air-conditioning plants and copper pipe companies have signed annual long orders, and individual large-scale air-conditioning factories will also use futures tools to hedge their value, and it is not yet the peak season for air-conditioning sales, so it is expected that the copper price will rise The probability of terminal air-conditioning plants raising prices is not large." Of course, if copper prices continue to rise sharply, the possibility of price increases cannot be ruled out. ”
Although some time ago, there was a letter of price increase for air conditioners with unknown sources and uniform design styles in the industry, but the interviewed air conditioning dealers showed more of a "don't care" mentality.
Mr. Wang, an air-conditioning dealer in Hebei, said: "This issue is not important. High to high, low to low. He believes that in the past, dealers could also make a wave of price difference by stockpiling goods in the off-season and waiting for the price increase of air conditioners in the peak season. But now it's about stabilizing those two or three hundred profits. If the price rises in the current peak season, it is likely that the end consumer will find it difficult to accept. At most, the brand side can only "rise and fall".
Senior industry insiders revealed to the Financial Associated Press reporter that due to the average prosperity of air conditioners, the price war has actually broken out in the cold year of 2024. The characteristic is that large brands are basically not involved, mainly concentrated in small and medium-sized brands. Big brands have only adjusted their shipping strategies for low-end models.
Mr. Liu, an air-conditioning dealer in Hunan, believes that some time ago, the company put a large number of goods into the hands of dealers and big bosses in the secondary market, and the company showed a large increase in the volume of goods but these goods did not reach the hands of consumers.
According to industry online research, the production of household air conditioners in March 2024 will be 21.808 million units, a year-on-year increase of 23.4%; sales were 22.429 million units, a year-on-year increase of 21.6%.
"March is still in the peak season for air conditioning stocking, and the enthusiasm for domestic and foreign sales is high. It is expected that the total inventory of the industry will continue to rise before the arrival of the terminal peak season, and it is also facing the pressure of rising costs. In the face of a variety of uncertainties that may exist in the current market, manufacturers in the industry need to maintain objective and rational judgment, cautious expectations, and rational production scheduling. Industry Online said.