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In recent years, due to the impact of external factors such as the property market and the epidemic, consumption in various places has been hit hard, and the external environment will gradually return to the right track in 2023. According to the monitoring data of Aowei Cloud Network (**c), there will be 1,564 newly opened projects of fine decoration in the country in 2023, and the project penetration rate will be 372%；The scale of the newly opened hardcover units is 93390,000 sets, down 359%, the decline narrowed by 132%, an overall improvement.
The "2023 Annual Report on Hot Water Systems in China's Real Estate Commodity Residential Fine Decoration Market" summarizes the following characteristics of hot water system products in the fine decoration market:
Looking at the performance of the demand for hot water systems in the fine decoration market in 2023, the scale decline has improved compared with 2022, and the allocation rate has risen strongly. According to the monitoring data of Aowei Cloud Network (**c), the overall number of supporting projects of hot water systems in the fine decoration market in 2023 will be 932, a year-on-year increase of -100%；The supporting scale is 5750,000 sets, a year-on-year increase of -273%, the decline narrowed, and the allocation rate was 561%, a year-on-year increase of 66%。
In terms of product types, the scale of the three main products of the hot water system, wall-hung boilers, gas water heaters, and air energy hot water systems, is 23710,000 sets, 17260,000 sets, 10110,000 sets, with a configuration rate of ., respectively8%, and the increase in allocation rate is .1%, from the perspective of the trend of the allocation rate in recent years, the allocation rate of the three main products has maintained a continuous upward trend, and the supporting scale of solar water heaters is 3140,000 sets, configuration rate 34%, which is basically the same as last year, and the supporting scale and configuration rate of electric water heaters are low.
The hot water system in the fine decoration market covers five types: electric heating, heating, wall-hung boiler, air energy, and solar water heater, so it involves a large number of brands, with more than 60 brands, and the brand competition is fierce. In 2023, the TOP5 brand camp of hot water systems in the fine decoration market will be stable, with a brand concentration of more than 50% and a decline of 21%, the top 5 brands are: Vaillant, Viessmann, Rinnai, Midea, Bosch, of which the share of the top 3 brands has increased year-on-year, and the year-on-year growth is7%, Vaillant with 18The market share of 6% continues to widen the gap with other brands, and from the perspective of the changes in the TOP10 brand camp, Wanhe has entered the TOP10 brand camp.
From the perspective of the main products, the top 3 brands of wall-hung boilers are still Vaillant, Viessmann and Bosch, of which Vaillant has a market share of 406%, and an increase of 36%, and the top 3 brands of gas water heaters are Rinnai and Ao.Smith, Nengrate, and the top 3 brands of air energy water heaters remain unchanged, which are Midea, Yaogang, and Haier; The concentration of the top 5 brands of wall-hung boilers, gas water heaters, and air energy water heaters is respectively5%, +2 year-on-year8%、-6.2%、+6.8%。
From the perspective of regional competition structure, the main market for hardcover hot water system is still East China, with a supporting scale of 3480,000 sets, with a market share of 605%, and 77The allocation rate of 4% strongly drove the overall allocation rate, and the scale of North China grew rapidly, with a year-on-year increase of 87%。From the perspective of city level, the new first-tier cities are high-demand markets, with a supporting scale of 30420,000 sets, with a market share of more than half of the demand, was 529%。From the perspective of a single city, Hangzhou, Shanghai and Chengdu rank among the top three cities in the fine decoration market for hot water system products.
The main markets for hardcover wall-hung boilers, gas water heaters, and air energy water heaters are all in East China, with market shares of7%；From the perspective of the city level, the high-demand markets for wall-hung boilers and air energy water heaters are all new first-tier cities, with a share of3%, the gas water heater hardcover high-demand market is a first-tier city, with a market share of nearly half and a share of 465%。From the perspective of a single city, Chengdu, Hangzhou and Shanghai rank among the top three in the hardcover supporting market of wall-hung boilers; Among the cities supporting the hardcover gas water heater project, Beijing ranks first, followed by Shanghai and Shenzhen; Hangzhou ranks TOP1 among the supporting cities of hardcover air energy water heaters, with a supporting scale of 60,000 sets, followed by Hefei and Shanghai.
From the analysis of the developer camp, in 2023, among the overall supporting developers of the finely decorated hot water system, the TOP10 real estate enterprise camp will only change compared with 22 years, and Binjiang Group will rise to the first place, with a supporting scale of 2780,000 units, with 28 projects, followed by Poly Development and China Resources Land, with a scale of more than 20,000 units, and the overall share of the top 10 developers accounted for 361%, in addition to the head developers hardcover scale accounted for a relatively large proportion, the structure of the top 100 real estate enterprises also expanded, accounting for 272%, +39%。
From the perspective of individual parts, among the top 10 developers supporting wall-hung boilers in the hardcover market, China Resources Land and Longfor Real Estate stick to the top three, and China Railway Construction and Wuhan Urban Construction are among the top ten, with a year-on-year increase of +552%、+105.9%；Among the top 10 developers supporting gas water heaters, China Resources Land ranks at 0The scale of 90,000 sets continued to maintain TOP1, Huafa shares, C&D real estate, and China Construction Third Bureau (China Construction Yipin) entered the top 10 rankings, and among the top 10 developers, only Longfor Real Estate and Huafa shares achieved a year-on-year increase in scale, with a year-on-year increase of +118%、+5.6%；Among the top 10 developers supporting air energy water heaters, Binjiang Group and Greentown China adhered to the TOP2 position, and the supporting scale of C&D real estate grew rapidly, with a year-on-year increase of +3652%, in addition, Xinhua Group and Kunming Anju Group quietly appeared and ranked among the top ten, with a year-on-year increase of 100%.
According to Aowei cloud network (**c)**, we believe that with the gradual recovery of the market environment, the scale of the fine decoration market will pick up in 2024, which is expected to reach 950,000 sets, and the configuration rate of the hot water system is expected to reach 58% in 202460,000 sets, 1900,000 sets.