2026年夏季,欧洲多地遭遇极端热浪。[1]葡萄牙内陆气温持续超过40摄氏度,德国东部达到41.7度、捷克41.1度、法国巴黎达到43摄氏度,均创下历史新高。[1]这波气温突破驱动了对空调和降温产品的激增需求。由于欧洲家庭空调普及率原本较低——仅约20%,其中英国仅5%、德国仅3%——市场对降温产品的需求尤为迫切。[1]家乐福CEO证实,仅在6月22日当天就售出3万台空调和电风扇,达到平常销量的1000倍。[1]
中国品牌市场份额大幅跃升
中国制造商迅速把握机遇。[1]中国品牌空调在欧洲的市场占有率从2023年的27%跃升至41%,首次成为欧洲第一大供应来源。[1]其他降温产品也呈现爆炸式增长:6月英国制冰机销量同比暴涨10倍,法国便携风扇订单同比增长31%,瑞典市场风扇订单暴涨375%。[1]
美的、海尔等头部品牌积极响应市场需求。[1]海尔集团CEO周云杰确认,法国、西班牙等市场紧急追加了10万多台订单。[1]义乌等地的中小商家也通过社交媒体营销助推产品传播。[1]冰丝凉席等家纺产品同样受益,图拉斯2026年二季度专供欧洲的冰丝织物订单翻三倍,工厂紧急新增两条生产线应对需求。[1]
Extreme temperatures across Europe in summer 2026 have triggered unprecedented demand for cooling solutions, with Chinese manufacturers capitalizing on the crisis to dramatically expand their market share. Portugal's inland regions experienced sustained temperatures exceeding 40 degrees Celsius, while Germany's eastern areas reached 41.7 degrees, the Czech Republic 41.1 degrees, and Paris recorded 43 degrees—all marking historical records.[1] The heat wave has exposed Europe's vulnerability to extreme weather, with air conditioning penetration rates remaining critically low: approximately 20% across European households overall, 5% in the United Kingdom, and just 3% in Germany.[1]
Chinese brands have seized this opportunity with aggressive supply expansion. Market data reveals that Chinese air conditioning brands captured 41% of the European market in 2026, leaping from a 27% share in 2023 and becoming the continent's leading supplier for the first time.[1] A single incident underscores the scale of demand: Carrefour's CEO confirmed that on June 22 alone, the retailer sold 30,000 air conditioning units and electric fans—1,000 times the normal daily volume.[1] Beyond air conditioners, ice machine sales in the UK surged tenfold compared to the same period last year,[1] while portable fan orders in France grew 31% year-over-year and exploded 375% in Sweden.[1] Haier Group's CEO Zhou Yunji confirmed that the company received emergency additional orders for more than 100,000 units across markets including France and Spain.[1] Chinese manufacturers of cooling textiles have similarly ramped production; Tulas, a producer of ice silk fabrics, tripled its Europe-dedicated orders in the second quarter of 2026, prompting the company to activate two additional emergency production lines.[1]