Electronic expansion valve will welcome more space for development

According to statistics, in September 2013, imports of air-conditioner electronic expansion valves were 244,000, a year-on-year decline of 0.5% and a 19.1% decrease from the previous month. In the fiscal year, the cumulative import volume was 3.605 million, an increase of 36.3% year-on-year; the accumulated import volume in the cold year was 545,000, an increase of 15.7% year-on-year. This month, the importing countries of air-conditioning electronic expansion valves are still mainly in countries such as Japan and Thailand. In September 2013, the export volume of air-conditioning electronic expansion valves was approximately 359,000, a decrease of 3.7% from the previous quarter and an increase of 57.7% compared with the same period of last year. In the fiscal year, the cumulative volume of exports was 4.057 million, an increase of 118% year-on-year; cumulative exports in the cold year were 705,000, an increase of 157.8% year-on-year. This month, the export countries of air-conditioning electronic expansion valves are still mainly South Korea, Hong Kong, Japan, Thailand, Malaysia and Italy.

From the analysis, the market operation of the globe valve and the four-way valve will slow down in the second half of the year, and the electronic expansion valve will again take effect with the implementation of the new standard of the inverter air conditioner in October and the influence of the leader system.

In addition, the energy-saving subsidy policy is also helping the domestic electronic expansion valve market still shows a trend of contrarian increase, mainly due to the state's energy-saving subsidy policy, promote the proportion of domestic air-conditioning energy-efficient products to increase, and electronic expansion valve in the domestic inverter air conditioner And the use of multiple online market is further improved.

The air-conditioning industry maintained steady growth. In October, the implementation of the new energy-efficiency standard for inverter air conditioners, the “leadership” plan is expected to increase the proportion of energy-efficient inverter air conditioners in the fourth quarter, and the company’s electronic expansion valve will enter a period of rapid growth; Yavek is expected to Loss of profit at the end of the year, starting from 2014, the company's performance will be thickened. The first pilot project of HF Butterfly solar energy is expected to be completed in Inner Mongolia in October, and it will take time to contribute to the listed companies; new layouts such as commercial inverter controllers will be completed, and trials will enter small batches. period.

As the domestic electronic expansion valve companies continue to improve their market competitiveness, especially in the home air-conditioning market, the competitive advantage continues to strengthen and consolidate, which has reduced the market share of Fujifilm. The electronic expansion valve will enter the production release period, and it will take time for the extension project to contribute profits. It is believed that with the continuous improvement of technological capabilities, local companies will usher in a larger market space for electronic expansion valves in the future.