The global heat pumps market was valued at USD 62,686.2 million in 2022. It is expected to reach USD 108,641.2 million by 2028, registering a CAGR of 9.4% during the forecast period (2023 to 2028).Today, many of the ways in which buildings around the world – such as homes, offices, schools, and factories – are heated still rely largely on fossil fuels, particularly natural gas, leading to large amounts of greenhouse gas emissions. Moreover, the current global energy crisis implies that there is an urgent need to move to more affordable, reliable and cleaner ways of heating buildings. In this context, heat pumps, which can efficiently provide heating to buildings and industry, are one the key technologies to make heating more secure and sustainable.

Floor cleaning machines are tools that are specially designed to clean floor areas by using single or multiple techniques, such as scrubbing, suctioning, or injecting water with a cleaning solution and removing residues from the floor. Floor cleaning machines are replacing floor mops and floor brushes that are used to clean a floor surface.

空调出货端：7 月空调行业产销量总量同比下降。根据产业在线披露，2024 年 7 月空调行业实现产量 1611.60 万台，同比下降 2.05%；销量 1618.10 万台，同比下降 2.58%，其中内销 925.60 万台，同比下降 21.26%，出口 692.50 万台，同比上升 42.65%。7 月内销销量同比下降。产量方面，2024 年 7 月空调产量同比下降；内销方面，空调单月内销量同比延续下滑趋势；外销方面，空调单月外销量同比双位数上升。

The global commercial dishwasher market is influenced by various demand-driving factors from diverse sectors such as hospitality, food service, education, and institutional facilities. Bars, cafes, hotels, restaurants, educational institutions, wedding halls, prison facilities, and pilgrimage spots contribute significantly to the demand for commercial dishwashers, each with unique requirements and preferences.

A bicycle is a vehicle that consists of two wheels in tandem. It is usually driven by pedals connected to the rear wheel through a chain and has handlebars to control the direction and a saddle-like seat.

中央空调系列一《产品与技术》篇，我们重点探讨压缩机突破为国产崛起打好产品基础；本篇系列二《品类增长与战略升维》则聚焦内需增量空间，投资者在地产下行压力下，普遍对国内央空未来发展存疑，我们从央空品类深度和战略高度上尝试回答增量空间在哪里。

目前，工程机械行业内需筑底，出口规模几乎占据半壁江山，行业迈入全新发展阶段，全球化或将是进一步打开企业成长天花板的重要抓手。我们认为：工程机械行业出口经历近年的高速增长后，目前增长逐步放缓，出口驱动力或将逐步由β切换为α，出口结构性重要程度凸显。从区域上看，一带一路、非洲拉美等新兴市场需求增长良好、中国厂商出口提升迅速，有望持续成为行业出口的核心驱动力，而以北美为代表的高端市场仍有待突破；从整体上看，预计行业出口中短期内回归平稳增长，但在长期维度上仍处于全新发展阶段的起点，未来伴随国内企业全球竞争力的不断提升，工程机械行业的全球份额仍具较大提升空间。本篇报告对中国工程机械行业出口的演变历程、发展现况进行复盘，并以需求侧为抓手，通过多元化的官方及第三方统计数据对主要出口国家的市场画像进行描绘、并作出中短期的景气度研判。

市场行情回顾:.上周机械设备指数下跌2.55%，沪深300指数下跌1.56%,创业板指下跌2.60%。机械设备在全部28个行业中涨跌幅排名第21位。剔除负值后，机械行业估值水平(整体法) 23.6倍。上周机械行业涨幅前三的板块分别是油气开发设备、工程机械、仪器仪表；年初至今涨幅前三的细分板块分别是轨道交通设备、航运装备、工程机械。

卡特彼勒在收入、利润、市值等多个维度来看，均为工程机械行业当之无愧的龙头。卡特彼勒于 1925 年正式成立，至今已经有接近百年历史，营收、归母净利润从 1954 年 4.0、0.25 亿美元增长至 23 年 670.6、103.4 亿美元，过去近 70 年实现收入、利润体量实现几百倍增长。

丝杠是将回转运动转化为直线运动的重要精密传动零部件，主要用于精密机械内部传动。丝杠主要分为滑动丝杠、滚动丝杠、静压丝杠，受益于体积小、负载高、寿命长等特点，滚珠丝杠和行星滚柱丝杠的应用最广泛。行星滚柱丝杠主要应用于精密机床、机器人、汽车；滚珠丝杠主要应用在机床、汽车等精密制造，整体均用于精密仪器，近年应用场景随着我国高端制造行业发展而快速增长。