Industry Notes

Industry Notes / Midea and European air conditioning / Chapter 4 of 10 · Line

Chinese brands’ European AC share: 27% → 41%

Beyond the heat pulse, share is rewriting the story

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Chinese brands’ European AC share
20232026
  • 202327%
  • 202641%

Chinese brands’ European AC share rose from ~27% in 2023 to ~41% in 2026—largest supply source. Euromonitor’s tighter cut: Haier+Gree+Midea ~32% by volume—even discounted, China is the main pipe. The story shifts from cheap to who defines install-free products.

Source：海关与行业公开统计；Euromonitor：海尔+格力+美的合计约 32% 销量份额

Research notes, not investment advice.