2017年中国制冷、空调设备行业：从按键到制热，静默中的巨变与未来趋势
制冷、空调设备在产业链中的位置和分类
（1）冷链设备在产业链中的位置和分类：
冷链设备是冷链行业的核心部分，每个环节均需要配备相应的制冷设备和质量监控管理系统。现有产品覆盖了全程冷链的各个环节，主要集中于冷藏运输配送和销售终端环节。
商用展示柜、医用冷柜及cold storage等属于末端制冷设备；cold chain transportation refrigeration units则属于运输制冷设备。
（2）客车空调在产业链中的位置和分类
客车空调系统实现对车厢内空气的四大基本功能：制冷/加热、通风、除湿以及净化。上游是铜铝等原材料，下游是客车行业。金属原材料价格对成本影响较大。
客车空调按照驱动方式分为独立式和非独立式。目前，以大中型客车非独立式为主，而集成业务以独立式为主。
制冷、空调设备行业发展概况及趋势
我国近年来保持快速增长，本行业市场规模自2014年的2662亿元至2015年的4026亿元，年均复合增长率达到25.67%。
（1）Cold chain equipment industry development overview and trend:
Cold chain equipment industry closely follows the development of cold chain industry. Food, medicine, chemical, electronic products are main application fields.
China's cold chain logistics market size has been expanding rapidly since 2013, with an average annual growth rate of 24.30%. According to Roland Berger forecast, China's cold chain logistics market will maintain a growth rate of 25% annually in the future.
（2）Coach air conditioning equipment industry development overview and trend:
Coach air conditioning is driven by economic growth, improved highway infrastructure and higher public transportation service level.
According to CAAM data, coach production from 2005-2015 increased by 124%, with an average annual compound growth rate of 7.65%.
Sub-market Development Overview and Trend
Commercial display cabinets mainly focus on food retailing; coach air conditioning focuses on coach manufacturing and public transportation.
（1）Commercial Display Cabinet Series Products:
Commercial display cabinets are professional devices for rapid consumption goods industries such as dairy products and frozen foods.
They serve as important channels for product promotion in addition to their functional difference from home refrigerators or ice chests.
（2）Refrigeration Units for Insulated Vehicles & Integrated Systems:
Refrigeration units for insulated vehicles depend on the development of insulated vehicle market.
With increasing demand for perishable food transport due to growing economy and urbanization, the demand for refrigerated trucks is expected to increase significantly in the coming years.
（3）Coach Air Conditioning & Integrated Systems:
The market size of big coaches has shown steady upward trend since 2000 with a compound annual growth rate (CAGR) of around 31%.
2020年我国将拥有27,649辆公路专用冰箱；根据一辆公路专用冰箱配置一台冰箱机组，计算每台机组售价约30000元人民币，将推动该市场需求量增加至27万余辆，并预计2020-2024期间，我国公路专用冰箱需求量将持续稳定增长至35万余辆左右。我国正在经历一个高速增长期，这种趋势预计会继续存在至少五年时间。在接下来的五年里，我们可以看到更多关于如何提高能效，以及如何更好地利用可再生能源进行制造业生产的问题被提出来。这不仅将推动技术创新，而且还可能引发新的商业模式并改变当前供应商的竞争环境。此外，由于全球日益严格实施减排措施，一些国家已经开始要求其制造商提供更加清洁、高效且低碳排放的产品，因此公司也必须适应这种变化并确保他们能够遵守这些规定。这不仅对生产过程本身产生影响，也可能对整个价值网络造成深远影响。
