近期，银河证券发布研究报告指出，我国热泵出口连续多月呈现回暖态势，显示出全球市场对高效节能热泵产品需求的持续增长。数据显示，2024年以来，中国热泵出口量逐月回升，尤其在欧洲、北美等能源转型加速地区，订单显著增加。这主要得益于国际社会对碳中和目标的重视，以及热泵作为清洁供暖技术在替代传统化石燃料设备方面的优势日益凸显。银河证券分析认为，政策支持、技术进步与成本下降共同推动了热泵出口的强劲复苏。欧盟“绿色新政”、美国《通胀削减法案》等政策为热泵应用提供了补贴和税收优惠，进一步刺激了海外市场需求。同时，国内热泵企业通过提升能效比、优化智能控制和拓展产品线，增强了国际竞争力。展望未来，银河证券预计热泵出口仍将保持稳健增长，行业龙头有望持续受益于全球能源结构转型浪潮。投资者可关注具备核心技术、海外渠道布局完善的相关企业，把握绿色低碳赛道的长期投资机会。
Recently, Galaxy Securities released a research report highlighting that China’s heat pump exports have shown consistent recovery for several consecutive months, reflecting growing global demand for energy-efficient and eco-friendly heat pump products. Data shows that since early 2024, China’s heat pump export volumes have risen month-over-month, with notably strong orders from regions accelerating their energy transitions, such as Europe and North America. This trend is largely driven by the global emphasis on carbon neutrality and the increasing recognition of heat pumps as a clean heating solution capable of replacing traditional fossil fuel-based systems.According to Galaxy Securities, supportive policies, technological advancements, and declining costs are jointly fueling this robust rebound in exports. Initiatives like the European Green Deal and the U.S. Inflation Reduction Act provide subsidies and tax incentives for heat pump adoption, further stimulating overseas demand. Meanwhile, domestic Chinese manufacturers have enhanced their international competitiveness by improving energy efficiency ratios, optimizing smart controls, and expanding product portfolios.Looking ahead, Galaxy Securities expects heat pump exports to maintain steady growth, with industry leaders well-positioned to benefit from the ongoing global shift toward cleaner energy. Investors are advised to focus on companies with core technologies and established overseas distribution networks to capture long-term opportunities in the green and low-carbon sector.
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