Original title: Analysis of the market status and development trend of the industry in 2022, Civil penetration rate room for improvement "picture"
1. Fresh air system industry overview
1. Development history
1. Development history
Fresh air system is a solution that provides ventilation. Its basic function is to discharge turbid indoor air, bring in fresh outdoor air, and realize indoor and outdoor air circulation. Compared with developed countries abroad, the Chinese market has been introducing the new products for a relatively short time. At present, the fresh air industry is still in a stage of rapid development, and various brands are springing up like mushrooms after a rain. The overall industry is developing rapidly. From the perspective of the development history of the Chinese market, there are five stages in total:
my country's fresh air system industry development history
Source: Public information sorting
2, related application technology
Common fresh air system forms mainly include home wall-mounted air conditioner indoor unit fresh air inlet, centralized air conditioner indoor unit comes with fresh air inlet, heat recovery fresh air unit , fresh air treatment device and combined air treatment unit, etc. There are five main application technologies related to fresh air system:
Application technologies related to fresh air system
Source: CNKI, compiled by Huajing Industry Research Institute
2. Related policies for fresh air system
On August 1, 2020, the strictest indoor environmental standard in history released by the Ministry of Housing and Urban-Rural Development, the "Indoor Environmental Pollution Control Standards for Civil Construction Engineering" (GB50325-2020) was officially implemented. In the "New Standard", the concept of indoor environmental pollution is proposed and the indoor fresh air volume is increased, and the detection of two pollutants, toluene and xylene is added. Many indicators are once again tightened, and at the same time, there are more stringent requirements for the content of indoor air hazardous substances such as kindergartens, school classrooms, and student dormitories. Against the backdrop of stricter overall indoor environment standards, many provinces and cities have also issued new standards, requiring the installation or improvement of fresh air systems. Among them, the local standard "Housing Design Standards" organized by the Jiangsu Provincial Department of Housing and Urban-Rural Development was officially released and implemented on July 1, 2021. The document mandatory requirements for residential buildings to be equipped with fresh air systems or fresh air devices.
Related policies for fresh air system
Source: Public information sorting
3. Fresh air system industry chain
The industrial chain of fresh air industry can be divided into upstream parts production, midstream manufacturing manufacturers, and downstream terminal users. The upstream core components mainly include fans, air processors, controllers, heat exchange cores and sheet metal materials.
Fresh air system industry chain diagram
Source: Public information sorted
From the perspective of fresh air system manufacturing cost, the cost of sheet metal materials accounts for nearly 30%, and the core equipment part accounts for 50%, of which fan and intelligent control account for relatively high proportion, both accounting for 17.1%.
Fresh air system cost composition (unit: %)
Source: Public information sorting
4. Analysis of the current development status of China's fresh air system industry
1, demand
From the perspective of demand for residential fresh air system in my country, the demand for residential fresh air system in my country in 2015 was 207,000 units, which increased to 1.8 million units by 2021, and the CAGR from 2015 to 2021 was 43.4%.
2015-2021 China's demand and growth rate of residential fresh air system
Source: Public information sorting
2, market size
The scale of my country's fresh air system industry is affected by market demand and shows a rapid growth trend. In the past five years, affected by China's air pollution problem, urban residents' demand for living environment has continued to increase, and the continuous expansion of market demand has driven the rapid growth of the market size of China's fresh air system industry. According to statistics, the market size of my country's residential fresh air system reached 11.768 billion yuan in 2021, and the CAGR from 2015 to 2021 was 37.32%.
2015-2021 China's residential fresh air system market size and growth rate
Source: Public information sorting
3, sales area distribution
At this stage, the overall concentration of my country's fresh air system industry is not high, and the main manufacturers are located in the Pearl River Delta and Yangtze River Delta regions. These areas have complete supporting facilities, rich supplier resources, developed logistics systems, and more competitive enterprises in the region. The consumer market for fresh air systems is mainly concentrated in new first-tier cities and second-tier cities. In 2021, the market size of residential fresh air systems in new first-tier cities accounted for 42.54%, and the market size of second-tier cities accounted for 25.85%.
Regional distribution of sales of fresh air systems in China in 2021 (unit: %)
Source: Public information sorting
4, penetration rate
Although the market size of fresh air systems in my country has shown a rapid growth trend in the past few years, compared with the 99% penetration rate of developed countries, my country's penetration rate of 1% is still relatively low, and there is a lot of room for long-term growth.
Comparison of penetration rates of fresh air systems in China and other developed countries
Source: Public information sorting
V. Analysis of the competitive landscape of China's fresh air system industry
my country's fresh air industry is still dominated by foreign-funded enterprises that have been deeply rooted in the industry for many years. Yuanda , Green Island Wind and other leading domestic fresh air equipment manufacturers have also performed well, but the overall industry concentration is not high, and many industries of small and medium-sized brands have not yet been reshuffled. With the gradual emergence of " Matthew effect ", the industry concentration will further increase in the future, and the construction of new fresh-style product production lines will lay the production capacity foundation for coping with the subsequent improvement of industry concentration. From January to November 2021, the market share of the top 5 brands in the finely decorated fresh air system market was 47.8%, a year-on-year decrease of 3.5%. Compared with the same period last year, Zhongke Ruisai and Huandu Top entered the top 10 ranking, while Tuli Environment and Brown withdrew from the top 10 brands.
Percentage of enterprises in high-end house fresh air system in January-November 2021 (unit: %)
Source: Public information sorting
6. China's fresh air system industry prospects outlook
As an emerging sunrise industry, there are many problems in its operation. However, with the pace of scientific and technological innovation in my country, the industry's standards are constantly being issued and improved. In the near future, a large number of professional technicians and advanced processing equipment will inevitably appear, so as to catch up with relatively developed countries in this field and create a healthy and comfortable indoor environment. After the test of this epidemic, people have a new understanding of the fresh air system, strive to operate greener and healthier in all aspects of operation and management, develop new management models and advanced equipment, bring revolutionary changes to the fresh air system, and allow the fresh air system to better create a healthy and comfortable indoor living environment for people.
In the future, the forms of fresh air systems will be more diverse, and some new technologies for fresh air treatment will be continuously applied in fresh air products, such as constant air volume technology, humidification technology, non-cooling and dehumidification technology, and fresh air purification technology. In the future, the intelligent development of fresh air systems and the integration with smart homes will also become an important development direction.
Original title: Analysis of the market status and development trends of China's new wind system industry in 2022, there is a lot of room for improvement in civil penetration. "Picture"
Huajing Industry Research Institute conducted an in-depth analysis of the development status of China's new wind system industry, the industry's upstream and downstream industrial chains, competitive landscape and key enterprises, to minimize corporate investment risks and operating costs and improve corporate competitiveness; and use a variety of data analysis technologies to predict the industry's development trends so that enterprises can seize the market opportunities in a timely manner; for more detailed content, please pay attention to the "2023-2028 China New Wind System Industry Market In-depth Research and Investment Prospects Outlook Report" published by Huajing Industry Research Institute.
