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.

Dados da ChinaIOL mostram que, no segundo trimestre de 2026, as vendas internas de componentes de válvulas para ar-condicionado atingiram 223,675 milhões de unidades, queda de 2,0% em relação ao ano anterior. Afetados pelos estoques persistentemente elevados na indústria de ar-condicionado a jusante e pelo efeito marginal decrescente da política nacional de subsídios, os agentes do canal mantiveram o foco na redução dos estoques existentes, com pouca disposição para recompor ativamente os estoques, levando a uma queda acentuada na demanda de aquisição de componentes de válvulas. Notavelmente, as válvulas solenoides e as válvulas de expansão térmica alcançaram forte crescimento contracíclico neste trimestre, impulsionadas pelo aumento dos pedidos de exportação a jusante, ambas registrando crescimento de dois dígitos em relação ao ano anterior.

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.