Main sea freight index at Baltic Exchange rises further to 978 points

Against the backdrop of the continued advancement of China's "dual carbon" strategy, the green transformation of the refrigeration and air conditioning industry has moved from the policy guidance phase into the deep-water zone of full implementation. Low-GWP, cost-effective R32 refrigerant is rapidly becoming the dominant mainstream choice in the household air conditioner and light commercial unitary unit markets. ChinaIOL data shows that in 2025, the penetration rate of R32 in new domestic household air conditioners exceeded 97%, while the export market penetration rate approached 70%. During the year, China's total R32 production reached 285,000 mt, up 6.9% YoY.

Los datos de ChinaIOL muestran que en el segundo trimestre de 2026, las ventas internas de componentes de válvulas para aire acondicionado alcanzaron 223,675 millones de unidades, un 2.0% menos interanual. Afectados por el persistente alto nivel de inventario en la industria downstream de aire acondicionado y el decreciente efecto marginal de la política nacional de subsidios, los actores del canal se mantuvieron enfocados en reducir el inventario existente, con una limitada disposición a reabastecerse activamente, lo que provocó una fuerte caída en la demanda de adquisición de componentes de válvulas. Cabe destacar que las válvulas solenoides y las válvulas de expansión térmica lograron un sólido crecimiento a contracorriente este trimestre, impulsadas por el aumento de los pedidos de exportación downstream, con ambas registrando un crecimiento interanual de dos dígitos.

On September 5, Haier Smart Home signed strategic cooperation agreements with two retailers in Paris, gaining immediate access to Brazil’s largest online traffic pool and largest offline home appliance network. From a broader perspective, Haier skipped the traffic-building phase of a cold start and embedded itself directly into Brazil’s most mature commercial ecosystem, moving from channel expansion to omnichannel brand operations. With local air conditioner and television production lines already in operation and refrigerator and washing machine capacity under planning, this deal completes the cycle of local manufacturing, omnichannel sales, and data-driven operations.