In the future, rotary compressors will usher in good opportunities in these fields

In the future, rotary compressors will usher in good opportunities in these fields

Traditionally, rotary compressors are almost exclusively dedicated to household air conditioners, but in recent years, benefiting from economic development and technological upgrades, application scenarios are being further subdivided and diversified. According to industry online monitoring, the market share of rotary compressors applied to household air conditioners dropped to 91.2% in 2019.

　　 At the same time, the application of rotor compressors in dehumidifiers, heat pump water heaters, and heat pump clothes dryers has been relatively mature, and the application scale in heat pump heating, freezing and refrigeration, and base station air conditioners is also expanding. In the next few years, good development opportunities are expected in the following application fields.

　　 heat pump drying

　　 In recent years, the country’s policy guidance for the development of heat pump drying has become increasingly clear, and drying industry standards have been gradually formulated and improved. As one of the main forces in the agricultural machinery industry, heat pump drying units have become an important part of the drying field.

　　 With the continuous improvement of the maturity of products and overall solutions in the drying industry, and the influence of policies such as the removal of small boilers, the heat pump drying industry is ushering in a golden period of development. According to industry online data, the domestic market for heat pump drying in 2019 increased by 493.8% year-on-year, and household drying, silt, food and other fields maintained a good growth trend. The upstream heat pump drying compressors also ushered in explosive growth. Rotor compressors quickly occupied the market in household drying, especially pepper drying, and the overall scale expanded to 90,000 units.

　　 From the current market situation, the brand concentration in the heat pump drying industry is scattered, the industry entry barrier is low, and a stable brand pattern has not yet formed. In addition, the heat pump drying materials are very different, and the requirements for the drying technology are also different, which poses different challenges to the company's own technology accumulation and the ability to propose customized overall solutions. Therefore, the good development opportunities in this field are more favored by companies that are good at capturing market opportunities and customer needs.

　　 parking air conditioner

　　 China's parking air conditioner market has experienced three stages, from gasoline or diesel parking air conditioners to household split air conditioners modification, and then to dedicated electric parking air conditioners. Benefiting from the growth in infrastructure and freight demand, truck sales have shown a trend of increasing year by year after 2015, especially heavy trucks.

With the upgrade of heavy-duty truck emission standards, the mass production of electric heavy-duty trucks, and the increased comfort requirements of users, the market for parking air conditioners for trucks is in a period of rapid development, and upstream parking air-conditioning compressors, especially rotor compressors, are experiencing a huge growth. Development Opportunities. In 2018, the growth rate of the entire parking air-conditioning compressor industry reached 76.1%. In 2019, the overall scale reached 438,000 units, an increase of 35.2% on the basis of the high base of the previous year.

Parking air-conditioning compressors include rotary compressors and electric scroll compressors. As rotary compressor companies continue to increase R&D investment and market development, and well-known parking air-conditioning brands such as Bogszhong began to use rotary compressors, Coupled with the entry of parking air-conditioning products from household air-conditioning companies into the market, the market share of rotary compressors in the field of parking air-conditioning has increased significantly, and the market share in 2019 has exceeded half.

Compared with electric scroll compressors, rotor compressors are more efficient, save electricity and energy, have a simple structure, are convenient for large-scale production, and have better performance in variable conditions. It is expected that the share of electric scroll compressors in the field of parking air conditioning will be lost by the rotor in the future. The compressor cannibalize further.

　　 base station air conditioner

　　In recent years, the accelerated popularization of mobile payment, Internet live broadcast and other applications has led to a surge in demand for mobile Internet traffic. my country's communications industry has strived to improve infrastructure construction capabilities, and related supporting facilities such as base station air conditioners have also achieved year-on-year growth. In 2020, my country proposes a "new infrastructure" with an investment amount of 34 trillion yuan and includes 5G construction.

　　 In this regard, major operators are also actively deploying and continuously accelerating the speed of 5G network construction. On November 26, 2019, China Mobile issued a bid-winning announcement for the centralized procurement of comfortable air conditioners for cabinet communication from 2019 to 2021: Haiwu, Haier, Kelon, Hisense, and TCL were shortlisted, of which the first two occupied 50% of the winning bid.

　　Data shows that as of the end of March this year, 198,000 5G base stations have been built nationwide. This year, the country will continue to accelerate the construction of 5G networks and is expected to build 500,000 5G base stations. With the successive completion of 5G base station projects, the air-conditioning and upstream compressor industries will usher in another blue ocean.

　　 It should be noted that at present, only a few of the 5G macro base stations constructed by operators are newly constructed, and most of them are newly built 5G main equipment under the existing 2/3/4G site. In 2019, the scale of rotary compressors for base station air conditioners is about 400,000 units, and it is expected that there will be a good growth in 2021.

Refrigerated truck

With the steady increase in the urbanization rate, the number and proportion of the urban population, the continuous growth of urban residents’ per capita disposable income, and the upgrading of consumption structure, Chinese residents’ demand for agricultural products has shifted from basic hunger-suffering consumption to high-quality health-care consumption. .

The proportion of fresh agricultural products in the residents’ diets continues to increase, which puts forward higher requirements for food safety. As an important means of ensuring food safety, cold chain logistics has been deeply integrated into the core links of various industrial chains, and the scale of cold chain equipment follows Continuous expansion, especially refrigerated trucks ushered in substantial growth.

　　Industry online data shows that the annual sales of refrigerated trucks in 2019 increased by 19.6% year-on-year, and the application of rotary compressors to refrigerated trucks in 2019 increased by 43.8% year-on-year. Compared with foreign countries, the overall development level of my country's cold chain market is still relatively low and has broad development space.

　　 Rotor compressors rely on energy saving, price and structural advantages. It is expected that the application share of the refrigerated truck market will continue to expand in the future. The development of new technologies and supporting capabilities determine the future development pattern of compressor companies in the field of refrigeration and refrigeration. From pure product sales to industry services, matching capabilities and after-sales operation and maintenance services are more worthy of attention.

In addition, in recent years, new energy vehicles have achieved leapfrog development under policy support and guidance, and the construction of supporting charging piles has been included in the scope of new infrastructure, plus the new energy vehicle subsidy policy has shifted to charging infrastructure , The field of charging piles is expected to lead the market. At present, charging piles are still dominated by natural heat dissipation, but it is a trend for fast charging charging piles to rely on air conditioning for heat dissipation, which provides new market opportunities for micro-rotor compressors.