As a core component of refrigeration equipment, compressors have largely reflected the development trend of China's refrigeration equipment market. In recent years, with the continuous development of the cold chain market, the scale of the refrigeration market has grown steadily, as its upstream compressor. The industry has also achieved simultaneous development.
Industry online statistics show that after a small decline in 2015, in recent years, China's refrigeration compressors (more than 1HP commercial, no ammonia refrigeration, the same below) market have seen a small increase, stable development. 2017 refrigeration compression The sales volume of the machine market was 538,000 units, an increase of 4.60% year-on-year. In the first half of 2018, the total sales volume of refrigeration compressors was 262,000 units, an increase of 1.16% year-on-year.
In terms of subdivided products, in recent years, the market space of fully enclosed piston compressors and semi-hermetic piston compressors has been continuously compressed. Compared with the first half of 2018 and 2015, the proportion of the two is reduced by 5% and 3.5% respectively; The proportion of rotary compressors has increased correspondingly, and the overall proportion of scroll compressors has increased by 7.5%. Since the market share of screw compressors declined slightly in 2015, it has also increased slightly in recent years.
Changes in the market segment of refrigeration compressors in the first half of 2015-2018 (according to sales volume)
2018 first half of the transcript: the frozen product four major product pattern gradient
From the situation in the first half of 2018, the highest growth rate of the four types of products was screw compressors, reaching 14.29%, and the apparent consumption was 0.48 million. Because of its small base, the increase exceeded the vortex compression. The screw compressor can be used in multiple working conditions and works well under low temperature conditions. The domestic screw compressor refrigeration market is increasing in scale, and the bipolar screw is the fastest growing, accounting for an increasing trend.
Secondly, the fastest growing is the scroll compressor, which grew by 11.01% year-on-year. The apparent consumption in the first half of this year was 109,900 units. The scroll compressor has exceeded the total closed piston compressor in terms of absolute quantity. In the past two years, scroll compressor companies have been committed to the development of low temperature and ultra-low temperature fields and achieved certain results. The application of low temperature market and large cold quenching will be an important direction for the future development of scroll compressors.
The apparent consumption of semi-closed piston compressors in the first half of the year was 76,800 units, up by 1.72% year-on-year, mainly benefiting from the overall growth of the industry and the demand for ammonia-modified fluorine cold storage projects. Although the market competition is intensifying, due to the maturity of technology, refrigeration Wide range, can be used in multiple working conditions, diversified applications, especially under low temperature conditions, semi-hermetic piston compressors still have some room for development in the future.
In the first half of the year, the fully enclosed piston compressor experienced a sharp decline. The apparent consumption was 71,400 units, down 11.85% year-on-year. Due to the replacement of rotor and scroll compressor products, the market size of fully enclosed piston compressors has been in recent years. In addition, the prices of raw materials for fully-sealed piston compressors are rising. The high cost makes the profit of compressor companies meager. Under the situation that profit margins are constantly being compressed, the overall development of the industry faces severe challenges.
For the market trend in the second half of the year, according to the current situation, as more and more e-commerce enters the cold chain logistics and the industry policy is continuously improved, the new cold storage new projects and scale are growing continuously; The emergence of the demand for Shangchao showcases has increased; the refrigerated truck market has also seen rapid growth. Therefore, Industry Online expects the upstream compressor industry to continue its steady growth momentum.
From the historical data, the third quarter is the peak season for the compressor industry, and the compressor sales season has continued the trend of last year. Therefore, it is expected that the compressor sales will reach a new high in the third quarter. Among them, the scroll compressor will still be 2018. The highlight of the growth in the second half of the year, the performance of screw compressors in the refrigeration market is also worth looking forward to.
Note: The compressor products referred to in this paper refer to fluorine refrigeration compressors of 1HP and above, including fully enclosed pistons, semi-closed pistons, vortexes, and screw types. They are mainly used in cold chain commercial equipment, and do not include refrigerators and freezers. Small compressors below 1HP, and large ammonia refrigeration compressors.
