原标题:2020年度热水器市场总结
2020年已经落下帷幕,过去这一年,注定是不平凡的一年。回顾热水器市场的表现,在压力重重的外部环境之下,整体表现欠佳。据奥维云网(AVC)推总数据显示,2020年电储水热水器零售额261亿元,同比下降13.7%,燃气热水器零售额263亿元,同比下降-15.6%。虽然规模上看,2020年不完美收官,但从市场趋势上看,仍然有许多可圈可点的表现。
(一)多元化需求之下,下沉市场潜力被激发
热水器全品类的市场饱和度较低,尤其是农村市场,百户拥有量72,还有较大的增长空间。整个热水器市场由城镇市场的更新需求和农村市场新增需求主导,增长更为多元。其次,近年来体量巨大的下沉市场红利显现,渠道平台企业发力下沉市场,给与不完全饱和的热水器品类以良好的发展契机,随着农村市场的需求释放和产品升级,未来潜力巨大。
(二)品牌格局未定,价格两端分化
从品牌竞争格局来看,电储水热水器和燃气热水器的品牌竞争情况不同,电储水热水器头部品牌集中度更高,TOP 3品牌零售额占比均在80%以上,中小品牌加速出局。燃气热水器线上集中度显著增加,线下相对不明显,行业领先品牌之间暂时性的势均力敌。
从价格走势来看,线上仍以性价比为主,低端产品占有相当高的份额,但明显看到,占比持续下降。从2020年第二季度开始,无论是线上还是线下,中端、高端占比均呈现增长趋势。
(三)标配功能&高配功能同步提升
热水器产业如何做才能由大到强,产品是根本因素,技术功能创新是重中之重。从目前市场表现看,安全技术、大升数、恒温技术等已经是标配功能,近几年发展起来的零冷水渗透率持续提升,也逐渐成为产品标配。差异化、智能化和集成化的产品,以及行业标准的制定,成为品牌之间竞争的显著差异点。
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