In the early morning of March 23, the United States fired the first shot of a trade war against China. US President Trump signed a memorandum stating that measures will be taken to impose tariffs on Chinese products, restrict Chinese investment, and resort to WTO dispute settlement mechanisms for related issues.
Of course, with the landing of Trump's tariff boots, the global trade market is immediately in a precarious state. After all, this may trigger other countries to take retaliatory measures and will also ignite global trade wars. It is worth noting that Goldman Sachs believes that 57 categories of imported products may become the focus of attention, among which power tools and electrical products top the list. The reason is that the US trade deficit with China is obvious. China levies such products imported from the United States. Higher tariffs, and the imports of these products used by consumers account for a relatively high proportion.
At the same time, Goldman Sachs also pointed out that for the same reason, consumer electronics such as TV sets and toys are also ranked high. All kinds of signs seem to indicate that the Trump tariffs are great, and home appliances are the first to bear the brunt, and small and medium-sized air-conditioning brands will also usher in the test of life and death.
The time goes back to 2016, when it coincided with the concentrated outbreak of the domestic air-conditioning market, which brought a wealth of external opportunities to small and medium-sized brands. Small and medium-sized brands also made up for the shortage of mainstream brands. However, after entering 2018, the big brands have strengthened their own channel depth under the rapid expansion of production capacity, and their ability to control the bottom and bottom markets of the 4th and 5th grades has also been strengthened, so that the air-conditioning industry is further concentrated to brand manufacturers.
"Internal and external troubles", how do small and medium-sized air-conditioning brands break? This is obviously a problem. For the small and medium-sized air-conditioning brands, the competition in the air-conditioning industry is fierce. It is even worse for the United States to offer a big move to block China by tariffs. The big test is coming, perhaps even when the industry is shuffling!
The market is always in a dynamic development process. When the wind starts, the market is raging, but the scale of the market has grown to a certain extent. The bigger and stronger enterprises have stood at the apex of the industry. The teammates always have the inevitable fall behind, can resist the pressure and perhaps the hope of survival, and vice versa can only disappear in the long river of history.
Only the US trade war with China catalyzed this process. The entry and exit of brands is a normal state of industrial development, especially in areas where the air-conditioning industry needs large capital operations and short-term gaming opportunities, and the industry is facing shuffling. This is really a common thing.
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