turning Chinese air conditioners into a mass phenomenon in Europe

Brussels has been trying for months to stop the avalanche of Chinese products entering the continent. A few weeks ago we wrote about excise tax on small value items in stores like AliExpress, Temu or Shein. The EU blames China for a trade deficit that continues to grow and has threatened new restrictions.

What is impossible to stop is the heat. And this summer is being especially deadly for millions of Europeans. Some have even stood in lines, visited several cities and spent the day updating websites. in order to get an air conditioning unit. Most, by the way, made in China.

European trade policy has failed to curb dependence on China. The thermometer, on the other hand, has achieved it in a matter of weeks.

What has happened? A historic heat wave has hit numerous countries in Europe, including France, Germany, the Netherlands, the United Kingdom, Belgium, Poland and the Czech Republic, countries where air conditioning has never been a real need. With temperatures soaring and a notable increase in heat deaths, the demand for air conditioners has been shot suddenly. The problem is that the supply has not been able to keep up, as many stores have run out of stock.

How we got here. Although here in Spain we are more than used to having houses with air conditioning (at least in the farthest part of the north), In the rest of Europe it is not so common. In fact, according to dataAccording to the International Energy Agency, only about 20% of European homes have air conditioning, compared to about 90% in the United States.

For decades, the continent has considered these devices noisy, unsightly for historic facades and, above all, unnecessary, because extreme summers were a one-off occurrence. This same logic has led to buildings designed to retain heat in winter. When heat waves are no longer an exception, Europe has found itself without infrastructure, without a culture of installation and without its own industry capable of covering that demand. And none of the five best-selling brands on the continent are European, according to data from Euromonitor International collected by CNBC.

In detail. According to customs figures Chinese companies cited by The Wall Street Journal, exports of air conditioning units from China to France grew by 57% in May compared to the previous year, while to Spain they grew by 41%, and that before the worst days of June. The South China Morning Post, citing May estimatesplaced the year-on-year increase at 186% in France, 69.6% in Germany and 139.1% in the Netherlands. The Telegraph collected In addition, Chinese exports of air conditioners to the European Union have grown by 43% in the first half of the year, up to 3.8 billion dollars, with increases of between 20% and 97% in fan sales depending on the market.

Midea, one of the largest manufacturers, assured to the Chinese state agency Xinhua that would send 100 containers of your PortaSplit model to Europe in just one month, and that its orders had already exceeded 200,000 units this year, double that of 2025, according to collected CNBC.

Between the lines. All of this is happening at the worst possible time for the European trade narrative. Brussels and Beijing are holding talks to try to reduce a trade deficit that reached 360,000 million euros last year and that in the first quarter of this year it already amounted to 98,000 million, the highest level since 2022, according to Eurostat data.

The European Trade Commissioner himself, Maros Sefcovic, recognized that the trend “is not sustainable.” Analysts such as Ding Chun, from the Center for European Studies at Fudan University, they counted to the SCMP that there is a growing disconnection between the political discourse of Brussels, focused on industrial protection, and the real needs of citizens, who are simply “seeking to survive the heat at the best possible price.”

And now what. The European Union has set October as the deadline to achieve “tangible” progress in the trade relationship with China. But the problem of air conditioning is not going to disappear with the summer, because the European Commission itself calculated in 2024 that by 2030 up to 70 million new devices could be installed on the continent, which would cover around 35% of homes. This implies that, in addition to Chinese manufacturers, Europe will need a network of installers and regulation adapted to a reality that until recently was not contemplated.

Cover image | TCL

In Xataka | We have been cooling homes for decades with increasingly expensive machines. The Persian method has not consumed a single watt for 2,500 years