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.

중국IOL 데이터에 따르면 2026년 2분기 국내 에어컨 밸브 부품 판매량은 2억 2,367만 5,000대에 달해 전년 동기 대비 2.0% 감소했다. 하류 에어컨 업계의 지속적인 높은 재고와 국가 보조금 정책의 한계 효과 감소 영향으로 유통업체들은 기존 재고 소진에 주력했고 적극적인 재고 보충 의지가 제한적이어서 밸브 부품 조달 수요가 급감했다. 특히 전자 밸브와 열팽창 밸브는 하류 수출 주문 증가에 힘입어 이번 분기에 강한 역성장을 달성했으며 두 제품 모두 전년 동기 대비 두 자릿수 성장을 기록했다.

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.