第一财经

Warehouse space is running out! High temperatures in Europe have led to a 40-fold surge in air conditioner sales, and even "alternative" products are selling like hotcakes.

原文:仓库不够放!欧洲高温带动空调销售激增40倍,“平替”产品也卖爆了

Summary of Key Points

Europe has experienced rare extreme heat (with some areas reaching 42°C), and Chinese “summer cooling solutions” (including air conditioners, ice makers, small fans, and sealing materials) have become highly sought after locally, with sales data skyrocketing (for example, air conditioner sales increased by 40 times, and fan sales by over 80 times). What’s more noteworthy is the exceptional agility of China’s supply chain: factories quickly restocked, logistics services offered next-day delivery, and platforms provided localized installation services to meet the sudden demand caused by the extreme weather.

Europe Turns into an “Oven,” and Chinese Cooling Solutions Become a Hot commodity

This year’s heatwave in Europe was sudden and intense: Frankfurt experienced temperatures above 40°C for a week (while in previous years, such temperatures only occurred for 3-4 days in July and August), with temperatures still at 30°C at 2 a.m. Residents described the weather as “like being in a steamer or an oven.” Air conditioners, which were once non-essential items, have become lifesavers—German users had to refresh e-commerce pages every few minutes to secure one. Mobile air conditioners from brands like Midea and Xinkē on AliExpress were quickly sold out by consumers in the UK, Germany, and France, and even though merchants prepared dozens of units in advance, they were still not enough.

In addition to air conditioners, smaller items have also become extremely popular: neck fans have seen sales increase by 120 times, ice makers in the UK have increased by 10 times year-on-year, and fan orders in Sweden have surged by 375% (even areas near the Arctic Circle are in demand). Even a domestically rare “mobile air conditioner sealing material” (used to block window gaps and prevent cold air leakage) has become a necessity, with cross-border merchants ordering as much as they could from Chinese factories.

The Supply Chain Responds Faster than the Heatwave

China’s supply chain responded swiftly to the sudden demand:

  • Factory Side: Dongguan Yuchanming Technology detected the European heatwave demand in advance based on order changes and saw a 20% increase in sales of small mobile fans within a week, promptly adjusting production.
  • Logistics Side: Cainiao’s European warehouses increased the shipment volume of mobile air conditioners by 18% year-on-year, introduced next-day delivery services, and expanded capacity in 28 overseas locations. They used “AI + robotics” to handle large-item orders and adjusted shipping routes to match the faster factory production.
  • Platform Side: Joybuy accelerated restocking, coordinating with suppliers and brands to ensure products were available as soon as they ran out.

Cross-border Platforms Compete on Services: Integrated Delivery and Thoughtful Details

Chinese e-commerce platforms not only sell products but also bring local services to Europe:

  • Delivery Speed: Joybuy’s delivery staff in Paris can install up to 7 air conditioners per day, with 60% of users praising the fast service. Distribution stations and vehicles are equipped with air conditioners, and employees are provided with ice water and electrolyte solutions to ensure they can work safely in high temperatures.
  • Integrated Delivery and Installation: Joybuy offers a “one-stop” service—delivery, installation, removal of old units, and recycling, saving users the hassle of finding separate installers.

These services have made Chinese platforms more attractive to European customers, as having air conditioners available even one day earlier during a heatwave means one day less of discomfort.

Small Accessories Also Present Opportunities: Chinese Manufacturing Covers Every Detail

In the face of extreme heat, European consumers’ needs have become more specific. When air conditioners were unavailable, they turned to DIY solutions—buying small fans and desktop cooling fans, as well as accessories like air conditioner wind shields and sealing materials. China’s supply chain was able to quickly respond to these niche demands:

  • Data from Alibaba International shows a 120% increase in the shipment volume of air conditioner wind shields.
  • For the rarely seen “mobile air conditioner sealing material,” Chinese factories could promptly fulfill orders, meeting any demand.

This demonstrates that Chinese manufacturing can not only produce large-scale products but also accurately target niche markets, turning small demands into significant business opportunities.

Conclusion: The Resilience of China’s Supply Chain Lies in the Details

The recent heatwave in Europe has not only made Chinese cooling products popular but also highlighted the core strengths of China’s supply chain: its ability to respond quickly to sudden needs and coordinate across all links. From factories anticipating demand in advance, to logistics swiftly allocating resources, to platforms providing localized services, every component of the supply chain works together efficiently. This is the key to why Chinese manufacturing can gain a market share in global extreme weather events. In the future, this ability to handle such scenarios may become a new competitive advantage for China’s supply chains.