The allocation rate of the three main products of water heaters continues to rise, and the future of air energy water heaters can be expected.
Due to the influence of the Spring Festival holiday, the overall scale of hardcover was small in January 2023. In January 2023, there were 45 fine decoration projects and 22,800 sets of fine decoration, and the scale trend of water heaters fluctuated with the market. In January 2023, the supporting scale of water heaters in the fine decoration market was 15,200 sets. New first-tier cities have the highest demand for water heaters, with a market share of 59.5%; From the perspective of a single city, Nanjing, Hefei and Hangzhou ranked among the TOP3 cities in the finely decorated water heater market in January 2023; From the analysis of the developer camp, in January 2023, all the water heaters in the fine decoration market were distributed among TOP30 developers, and Poly Development ranked in TOP1 with a supporting scale of 0.18 million sets.
Wall-hung boiler, gas water heater, air energy water heater.
The allocation rate has increased.
In recent years, wall-hung boilers and gas water heaters have always occupied the mainstream of the industry, and the supporting scale of TOP2 products has been maintained. The market potential of air energy water heaters has been gradually tapped in recent years, and the development trend is good. According to AVC real estate big data, in January 2023, the configuration rate of wall-hung boilers reached 30.9%, up 9 percentage points year-on-year; The allocation rate of gas water heaters was 15.8%, up 0.7% compared with 22 years ago; The allocation rate of air energy water heaters reached 18.0%, up 8.3% compared with 22 years ago. From the trend of allocation rate in recent years, the allocation rate of wall-hung boilers has continued to rise in recent years, and the upward trend is obvious. Gas water heaters bottomed out in 2019, and the allocation rate began to maintain a continuous slow upward trend. Air energy water heaters have shown an upward trend in recent years except for slight fluctuations in 21 years, and the upward trend has gradually become obvious since 21 years. From the upward trend of allocation rate, wall-hung boilers, gas water heaters and air energy water heaters will still be the main product types of water heaters in the future.
The policy leads the rapid development of air energy water heaters, and the future trend is improving.
In recent years, both the water heater industry and the green building and new energy policy have successively introduced air energy-related policies. The Household and Similar Heat Pump Water Heater introduced (APF) into the air source heat pump industry for the first time, and the Tenth Five-Year Plan for Building Energy Conservation and Green Building Development encouraged all localities to promote the use of heat pump technology according to local conditions. It can be seen that air energy water heaters can develop rapidly, partly thanks to the relevant policies introduced by the state.
From the consumer's point of view, as a new household product in recent years, the air energy water heater has a low awareness among consumers, and the overall configuration scale is small at present. However, the air energy water heater focuses on green environmental protection and energy saving, catering to the requirements of green and low-carbon environmental protection. With the promotion of green buildings and green building materials, it will be recognized by more local governments and consumers in the future and become a new growth point in the water heater industry.
Judging from the market of air energy water heaters in recent years, the main battlefield of air energy water heaters in recent years has always been East China. In recent years, air energy water heaters are concentrated in new first-tier cities and second-tier cities, with a total share of more than 70%. From the perspective of individual cities, the key cities of air energy water heaters in recent years are mainly Hangzhou, Ningbo, Shaoxing, Wenzhou, etc. From the perspective of developers' camp, in recent years, the market share of TOP50 developers in supporting air energy water heaters has exceeded 80%, of which the market share of TOP10 developers has exceeded 40%, and in 2023, the market share of TOP10 developers has exceeded 40%.