1、制冷、空调设备在产业链中的位置和分类
（1）冷链设备的核心地位与分类：
冷链设备是冷链行业不可或缺的部分，各自对应特定的环节。冷链行业由生产与贮藏、运输配送及销售终端三大环节构成，每个环节都需配备相应的制冷设备及质量监控管理系统。
商用展示柜、医用冷柜及冷库等属于末端制冷设备；而车辆内的制冷机组则属于运输配送中的一种关键技术。现有产品覆盖了从生产到销售终端的全程，尤其集中于运输配送和销售终端。
（2）客车空调：实现乘坐舒适性与健康安全：
客车空调系统通过高效温控技术，为乘客提供舒适环境，同时确保室内空气质量。上游供应商包括铜铝原材料、压缩机等，而下游市场受新能源汽车推动，需求稳定增长。
2、制冷、空调设备行业发展概况及趋势
中国制造业保持快速增长，本行业2014年市场规模达到262.6亿美元，年均复合增长率达到了19.77%，同比增长14.74%。
制热/制冰解决方案收入情况：
2015年，在整个市场中，cold chain占比约15%，其市场规模接近455亿美元，并预计未来3年将持续10%以上增速；在这一范围内，车载空调占比约14%，其市场规模接近425亿美元。
（1）Cold Chain Equipment Industry Development:
Cold chain equipment industry closely follows the development of cold chain industry.
Cold chain logistics mainly serves in food, medicine, chemicals and electronics industries, among which food cold chain and pharmaceutical cold chain occupy a larger proportion.
Compared to developed countries, China's cold chain logistics is still in its early stages, characterized by low refrigerated transportation rates, high perishable product loss rates and insufficient infrastructure for cold chains.
As the business model of cold chains matures, China's market size has continued to expand at a steady pace from 2011 to 2013 with an average annual growth rate of 24.30%.
According to Roland Berger's forecast,
due to macro policies and market demand push,
China's Cold Chain Logistics industry will maintain a year-on-year growth rate of 25%,
and reach market scale of approximately RMB 470 billion in 2017-18.
（2）Customer Vehicle Air Conditioning:
Benefiting from sustained economic growth,
improved highway infrastructure,
urban construction projects' advancement,
and improved public transportation services levels,
the Chinese bus market has been steadily growing while new energy buses are on the rise.
The passenger car output rose from 26360 units in 2005 to over59k units in 2015 with an average compound annual growth rate (CAGR)of around8%.
Development trends for customer vehicle air conditioning systems include improvements in engine efficiency, wider adoption of CAN communication technology for intelligentization purposes as well as innovation towards eco-friendly designs that reduce weight & noise while ensuring maintenance ease & safety.
3., Sub-Markets Development Trends
Currently commercial display cabinet products primarily focus on frozen storage solutions for dairy products or quick-frozen foods within fast-moving consumer goods sectors; they also serve as vital tools for promoting brand images and showcasing products within production channels.
Given these roles,
the commercial display cabinets’ sales volume surged by more than double-digit percentages each year during the period between
From
to
Based on estimates provided by relevant associations such as Wind Information and the China Association Automobile Manufacturers (CAAM),
China’s large-and medium-sized passenger vehicles sold increased significantly since
In summary,
the future outlook remains optimistic due mainly
① New-energy Passenger Vehicles' Rapid Growth: With data showing that new-energy buses accounted for over one-third of all newly registered cars last year alone – up sharply from just several years ago – there is no doubt that this trend will continue driving demand upwards across both passenger car fleets nationwide.
