China’s Heat Pump Exports to Europe Surge on High Energy Costs and Gas-to-Electric Shift
受能源成本高企及气转电趋势影响，中国热泵对欧出口激增
by Zhou Weiran 作者：周伟然
[Industry] [行业]
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According to customs data, China’s heat pump exports to 21 European countries reached 1.028 billion yuan (US$153.9 million) in September, marking a 214.9 percent year-on-year increase, with growth accelerating by 125.3 percentage points from August.据海关数据显示，9月中国对21个欧洲国家的热泵出口额达10.28亿元人民币（合1.539亿美元），同比增长214.9%，较8月增速加快125.3个百分点。
Caption: A heat pump is installed outside a residential home in Berlin, Germany.图注：德国柏林一处住宅外安装的热泵。
Complete units constituted the primary driver, soaring 259.3 percent year-on-year to 842 million yuan, indicating strong demand for new installations and restocking rather than mere maintenance.成套设备成为主要增长动力，同比飙升259.3%至8.42亿元，这表明市场对新装机和补货的需求旺盛，而非单纯的维护需求。
Trade continued to concentrate in key markets, with the Netherlands, Italy, Spain, France, and Germany accounting for 70 percent of the European total. Meanwhile, exports to the United States and Association of Southeast Asian Nations (ASEAN) doubled, growing 279.9 percent and 102.1 percent, respectively, in September, while African markets saw steady growth.贸易继续集中于关键市场，荷兰、意大利、西班牙、法国和德国占欧洲贸易总额的70%。与此同时，对美国和东南亚国家联盟（东盟）的出口实现翻倍，9月分别增长279.9%和102.1%，而非洲市场则保持稳步增长。
Analysts note that this export boom reflects a structural shift in Europe’s energy landscape rather than a short-term inventory rebound.分析师指出，此次出口热潮反映的是欧洲能源格局的结构性转变，而非短期的库存反弹。
Amid geopolitical uncertainties and high heating costs, European consumers are accelerating the adoption of heat pumps supported by policy drivers.在地缘政治不确定性和高昂供暖成本的背景下，在政策推动因素的助力下，欧洲消费者正加快普及热泵的使用。
Caption: Rising costs for gas, electricity, and water bills weigh on European households amid energy crisis and inflation.说明：燃气、电力和水费成本上涨，在能源危机和通货膨胀的背景下给欧洲家庭带来了沉重压力。
However, industry experts emphasize that low-price competition is rapidly phasing out. To secure long-term orders, Chinese manufacturers must upgrade compliance with European Union energy efficiency certifications, manage refrigerant transitions, and establish robust local after-sales networks.不过，行业专家强调，低价竞争正迅速淡出。为获得长期订单，中国制造商必须提升欧盟能效认证合规性、管理制冷剂更新工作，并建立完善的本地售后网络。
Editor: Yao Minji 编辑：姚敏吉
