一、中国空气源热泵行业市场份额变化趋势

According to data from the Champ Consulting Group,2023年全年，中国空气源热泵行业市场规模预计将达到248.2Billion yuan, year-on-year growth22.1%，销量预计将达到320Ten thousand units, year-on-year growth26.1%。其中，内销市场规模预计将达到198.5Billion yuan, year-on-year growth11.2%，销量预计将达到260Ten thousand units, year-on-year growth13.6%; export market size is expected to reach49.7Billion yuan, year-on-year growth10.7%，销量预计将达到60Ten thousand units, year-on-year growth18.7%. From the product type, the air/水热泵仍然是主流产品，占据了整个行业近70%market share, mainly for heating and hot water in the construction sector; air/Air heat pumps occupy the entire industry nearly20%market share, mainly for refrigeration and dehumidification in the construction sector; other types of heat pumps account for nearly10%market share, mainly for drying and processing in the industrial and agricultural sectors.

中国空气源热泵行业市场份额变化趋势主要受以下因素影响：

（1) of the national "double carbon" goal.2020Year9月，习近平主席在第75届联合国大会上宣布，中国将力争于2030Peaks in carbon dioxide emissions years ago, and efforts2060years ago to achieve carbon neutrality. This means that China needs30年内实现从碳达峰到碳中和的转型，这是一项艰巨而紧迫的任务。为此，中国将加快能源结构调整，提高清洁能源比重，推动电气化进程，降低对化石能源的依赖。空气源热泵作为一种高效节能的电气化设备，可以有效利用空气中的可再生能源，减少二氧化碳排放，符合国家“双碳”目标的要求，因此将受到国家政策的鼓励和支持。

（2）海外能源危机的刺激。2023Year1In September, the conflict between Russia and Ukraine escalated, causing European gas supplies to be tight and prices to soar. Europe is the main export market of China's air source heat pump, accounting for nearly80%. The European energy crisis has increased the demand for energy-saving and environmentally friendly heat pump products from European consumers, which has stimulated the growth of China's air source heat pump export market. At the same time, the European energy crisis has also caused Chinese consumers to pay attention to energy security and conservation, and promoted the expansion of the domestic air source heat pump market.

（3) Driven by technological innovation and product upgrades. As a mature technology, air source heat pump still has some technical problems and bottlenecks, such as low temperature heating efficiency, frequent defrosting, and loud noise. In order to improve the performance and competitiveness of air source heat pumps, China's air source heat pump industry continues to increase technological innovation and product upgrades, using new refrigerants, new compressors, new heat exchangers, new control systems and other technical means to improve The cooling and heating efficiency, stability, intelligence level and user experience of air source heat pumps. At the same time, China's air source heat pump industry is also developing diversified products that adapt to different application scenarios and user needs, such as variable frequency heat pumps, modular heat pumps, multi-line heat pumps, and high-temperature heat pumps.

（4) incentives for policy support and subsidies. In order to promote the development of the air source heat pump industry, the Chinese government has introduced a series of policy support and subsidy measures at all levels. For example, at the national level, documents such as "on accelerating the work plan for replacing oil with electricity", "on accelerating the work plan for replacing coal with electricity" and "on accelerating the work plan for replacing gas with electricity" clearly propose to promote the use of electrified equipment such as air source heat pumps; at the local level, Beijing, Shanghai, Guangdong, Zhejiang and other places have issued relevant policy documents, it is clearly proposed to support the application of air source heat pumps in building heating, industrial heat and other fields, and give a certain degree of subsidies or rewards; at the industry level, "Building Heating Energy Saving Technical Specifications", "Building Cooling Energy Saving Technical Specifications", "Building Water Supply Energy Saving Technical Specifications" and other standards and specifications clearly stipulate the application requirements and evaluation indicators of air source heat pumps in the construction field. These policy support and subsidy measures provide a strong guarantee and impetus for the development of the air source heat pump industry.

（5）消费者认知和需求的提升。随着中国经济社会的发展和人民生活水平的提高，消费者对于空气源热泵产品的认知和需求也在不断提升。一方面，消费者越来越重视空气源热泵产品的节能环保、舒适安全、智能便捷等优势，认识到空气源热泵是一种符合国家战略、社会责任和个人利益的选择；另一方面，消费者对于空气源热泵产品的性能、品质、服务等方面也有更高的要求，希望空气源热泵能够满足不同场景和用途的多元化需求，提供更高效、更稳定、更智能、更个性化的解决方案。

In summary, China's air source heat pump industry market share trends show the following characteristics: market size and sales continue to grow, the export market growth rate is higher than the domestic market, air/Water heat pumps still dominate, technological innovation and product upgrades continue to advance, policy support and subsidies continue to strengthen, and consumer awareness and demand continue to increase.

二、欧洲空气源热泵行业市场份额变化趋势

According to data from the Champ Consulting Group,2023年全年，欧洲空气源热泵行业市场规模预计将达到217.4Billion US dollars, year-on-year growth24.5%，销量预计将达到270Ten thousand units, year-on-year growth23.8%。其中，法国、德国、英国、意大利、西班牙等国家是欧洲空气源热泵的主要消费市场，占据了欧洲空气源热泵总销量的近70%. From the product type, the air/水热泵也是欧洲空气源热泵的主流产品，占据了整个行业近80%market share, mainly for heating and hot water in the construction sector; air/Air heat pumps occupy the entire industry nearly15%market share, mainly for refrigeration and dehumidification in the construction sector; other types of heat pumps account for nearly5%market share, mainly for drying and processing in the industrial and agricultural sectors.

欧洲空气源热泵行业市场份额变化趋势主要受以下因素影响：

（1）欧盟“RepowerEU”能源计划的实施。2020Year12月，欧盟正式通过了“RepowerEU”能源计划，旨在加快欧洲能源转型，实现碳中和目标。该计划提出了以下几个重点任务：到2030年，将可再生能源在欧盟总能耗中的比例提高到38%-40%，将温室气体排放比1990年水平减少55%；到2050年，实现欧盟碳中和，并成为全球第一个碳中和大陆；到2100年，实现欧盟负碳排放，并成为全球碳汇。为了实现这些任务，欧盟将投入7500亿欧元的资金，支持各个领域的能源转型项目，其中包括空气源热泵等电气化设备的推广和应用。空气源热泵作为一种高效节能的电气化设备，可以有效利用空气中的可再生能源，减少温室气体排放，符合欧盟“RepowerEU”能源计划的要求，因此将受到欧盟政策的鼓励和支持。

（2）能源价格的上涨和供应的紧张。2023Year1月，俄罗斯与乌克兰之间的冲突升级，导致欧洲天然气供应紧张，价格飙升。天然气是欧洲最主要的能源来源之一，占据了欧洲总能耗的近25%。欧洲天然气的近60%依赖于进口，其中俄罗斯是最大的供应国，占据了欧洲天然气进口总量的近40%。俄罗斯与乌克兰之间的冲突使得欧洲天然气供应面临巨大的不确定性和风险，导致欧洲天然气价格从2022Year12月的每百万英热单位（MMBtu）6.5美元上涨到2023Year1月的每百万英热单位（MMBtu）12.5美元，创下历史新高。这对于欧洲消费者来说是一个沉重的负担，也是一个强烈的信号，促使他们寻求更加经济、可靠、清洁的能源替代品。空气源热泵作为一种利用空气中的低品位热能，通过电能驱动，将热能转移到高温区的节能装置，可以有效降低能源消耗和成本，提高能源安全和效率，因此受到欧洲消费者的青睐和追捧。

（3）气候变化和极端天气的影响。近年来，全球气候变化日趋严重，导致各地出现了频繁和剧烈的极端天气事件，如干旱、洪水、暴雨、暴雪、寒潮、热浪等。这些极端天气事件对于人类生活和经济活动造成了巨大的影响和损失。例如，在2022Year7月，德国、比利时、荷兰等国遭遇了罕见的暴雨和洪水灾害，造成了数百人死亡、数千人受伤、数万人流离失所、数百亿欧元的经济损失；在2023Year1月，法国、意大利、西班牙等国遭遇了严寒和暴雪袭击，造成了交通中断、电力中断、供暖中断等问题。这些极端天气事件使得欧洲消费者对于舒适和安全的生活环境有了更强烈的需求和期待。空气源热泵作为一种可以提供制冷制热和热水功能的多功能设备，可以有效适应不同季节和温度条件下的用户需求，提供舒适和安全的生活环境，因此受到欧洲消费者的欢迎和信赖。

（4）绿色金融和碳税的引入。为了促进欧洲能源转型和碳中和目标的实现，欧盟在2021Year7月提出了一系列的绿色金融和碳税措施，包括以下几个方面：建立一个统一的绿色债券标准，为绿色项目提供低成本的融资；建立一个碳边界调节机制，对进口到欧盟的高碳产品征收碳税；扩大碳排放交易体系，将航空、海运、建筑、交通等部门纳入其中；提高碳排放权的价格，从2021年的每吨40欧元上调到2023年的每吨60欧元。这些绿色金融和碳税措施对于空气源热泵行业来说是一个利好，一方面，它可以为空气源热泵项目提供更多的资金支持和优惠政策，降低空气源热泵的投资成本和运行成本；另一方面，它可以增加高碳能源和产品的成本和负担，提高空气源热泵的市场竞争力和吸引力。

（5）消费者环保意识和偏好的增强。随着欧洲社会的发展和人民生活水平的提高，消费者对于环境保护和气候变化的关注和参与也在不断增强。一方面，消费者越来越重视空气源热泵产品的节能环保、低碳减排、可再生利用等优点，认识到空气源热泵是一种符合欧盟战略、社会责任和个人利益的选择；另一方面，消费者对于空气源热泵产品的性能、品质、服务等方面也有更高的要求，希望空气源热泵能够满足不同场景和用途的多元化需求，提供更高效、更稳定、更智能、更个性化的解决方案。

综上所述，欧洲空气源热泵行业市场份额变化趋势呈现出以下特点：市场规模和销量持续增长，法国、德国、英国等国家是主要消费市场，空气/水热泵仍然占据主导地位，欧盟“RepowerEU”能源计划不断推进，能源价格的上涨和供应的紧张不断刺激，气候变化和极端天气不断影响，绿色金融和碳税不断引入，消费者环保意识和偏好不断增强。

3. Conclusion

空气源热泵是一种利用空气中的低品位热能，通过电能驱动，将热能转移到高温区的节能装置，可用于建筑、工业、农业等领域的供暖、供冷和热水。2023年全年，中国空气源热泵行业市场规模预计将达到248.2Billion yuan, year-on-year growth22.1%，销量预计将达到320Ten thousand units, year-on-year growth26.1%。欧洲空气源热泵行业市场规模预计将达到217.4Billion US dollars, year-on-year growth24.5%，销量预计将达到270Ten thousand units, year-on-year growth23.8%。中国空气源热泵行业市场份额变化趋势主要受国家“双碳”目标的推动、海外能源危机的刺激、技术创新和产品升级的驱动、政策支持和补贴的激励、消费者认知和需求的提升等因素影响。欧洲空气源热泵行业市场份额变化趋势主要受欧盟“RepowerEU”能源计划的实施、能源价格的上涨和供应的紧张、气候变化和极端天气的影响、绿色金融和碳税的引入、消费者环保意识和偏好的增强等因素影响。空气源热泵作为一种高效节能的电气化设备，可以有效利用空气中的可再生能源，减少二氧化碳排放，符合国家和欧盟的能源转型和碳中和目标，因此将在未来有着广阔的发展前景和市场潜力。