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.

Data ChinaIOL menunjukkan bahwa pada kuartal II 2026, penjualan domestik komponen katup pendingin udara mencapai 223,675 juta unit, turun 2,0% YoY. Dipengaruhi oleh tingginya persediaan di industri pendingin udara hilir yang masih berlanjut dan efek marginal yang semakin menurun dari kebijakan subsidi nasional, para pelaku saluran distribusi tetap fokus pada pengurangan stok yang ada, dengan keinginan terbatas untuk melakukan pengisian ulang stok secara aktif, sehingga menyebabkan penurunan tajam pada permintaan pengadaan komponen katup. Perlu dicatat, katup solenoida dan katup ekspansi termal mencapai pertumbuhan yang kuat melawan tren pada kuartal ini, didorong oleh meningkatnya pesanan ekspor hilir, dengan keduanya mencatat pertumbuhan dua digit YoY.

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.