Why a Historic European Heatwave Sent Chinese Cooling Exports Soaring 60%

The Heatwave Trigger: A Record-Breaking June

The immediate catalyst was an unprecedented heatwave that struck Europe with back-to-back heat events from June 17-22 and June 30-July 2 . The European Union's Copernicus Climate Change Service confirmed that Western Europe experienced its hottest June on record, with an average temperature of 20.49°C . National temperature records tumbled:

• Germany: A provisional record of 41.3°C in the south-west city of Saarbrücken marked its hottest day ever .
• France: Recorded its hottest day on record on June 24, with a national average temperature of 30.0°C and a peak of 43.8°C in Pulluau . Less than 5% of French homes have permanent air conditioning .
• Spain: The town of El Granado hit approximately 46°C, a possible June national record .
• Portugal: Mora recorded a peak temperature of 46.6°C on June 29, the hottest ever recorded in mainland Portugal for June .
• UK: The heatwave set new records for 2025, and experts estimated hundreds of heat-related deaths .
• Denmark, Switzerland, and the Czech Republic also reported all-time high temperatures for June .

This public health emergency created an immediate and acute need for cooling, which the continent's infrastructure was ill-equipped to handle.

How Chinese Manufacturers and Alibaba Seized the Moment

The response from Chinese manufacturers was rapid, leveraging massive production capacity and a sophisticated e-commerce ecosystem.

E-commerce Platforms: The Primary Sales Channel

Alibaba's platforms — both the retail site AliExpress and the B2B site Alibaba.com — became the primary conduit for Europeans seeking relief . The data from these platforms tells the story:

• Surge in orders: Alibaba.com reported a sharp surge in both retail and B2B orders for cooling products from European buyers .
• Explosive growth in specific markets: In Italy, data from an Italian price comparison platform, cited by CCTV Finance, showed that during the two-week period from May 21–27, fan product searches and purchase intent surged by 543% compared to the previous week . AliExpress was reportedly restocking fans "every single day" .
• Broad product range: Across Alibaba's platforms, orders spanned portable fans, mobile air conditioners, fan-equipped hats, and sun-protection gear . Alibaba noted triple-digit growth for air conditioners and fans on its overseas platforms . The portability of these products was a key selling point.

Key Manufacturers: Sales Soar and Supply Chains Adapt

Major Chinese appliance makers reported dramatic growth, adapting their strategies to meet European demand for energy-efficient and portable solutions .

• Midea: Reported "robust sales growth" in parts of Western Europe. The company told the Global Times on June 27 that its air conditioner sales in key markets with low penetration, including France, Spain, Germany, and the UK, all posted a year-on-year increase of more than 70% . Midea's European sales director, Alex Zhu, stated the brand's overall AC sales in Europe rose by 35% in the first half of 2025, with its portable PortaSplit unit selling out over 60,000 units in Germany .
• Gree: Also reported a sales bump in major European markets, though specific figures were not broken out separately .
• TCL, Hisense, and Skyworth: These brands also reported rising sales of cooling white goods across Europe, with consumers increasingly embracing portable units with advanced features .

The general industry response involved ramping up production lines to meet the surge in European orders, with manufacturers emphasizing intelligent and energy-efficient features to align with European regulatory preferences .

Europe's Structural Cooling Challenge

The heatwave was a crisis, but its impact was magnified by deep-rooted structural factors that have left Europe with a massive cooling deficit.

The AC Penetration Gap

Europe has the lowest air conditioning penetration rate of any developed region in the world . The consensus from multiple sources, including the International Energy Agency (IEA), CNN, and the World Resources Institute, is that only about 20% of European households have air conditioning . This figure is even lower in many Western and Northern countries:

• The United Kingdom: Approximately 5%
• Germany: Just 3%
• France: Fewer than 5%

For context, the air conditioning penetration rate is over 90% in the United States and Japan . The IEA notes that access to cooling in Europe remains "highly unequal," with income being a major determinant of who can stay cool .

This low penetration stems from historically mild summers, high electricity costs, strong environmental preferences, and building stocks designed to retain heat rather than shed it . However, with Europe being described as the fastest-warming continent in the world, this structural deficit is becoming a dangerous liability .

Restrictive Building Regulations, Especially in Paris

European building regulations, particularly in France, create additional barriers to the adoption of traditional split-unit ACs, often favoring portable solutions.

Strict Installation Laws in Paris: Legally strict restrictions in Paris prohibit the installation of outdoor condenser units on building exteriors or windows . This is due to concerns over harming urban aesthetics and releasing hot air onto city streets . Homeowners require formal approval from the local town hall and, in apartment buildings, the agreement of all co-owners .

Temperature Thresholds for Use: In French commercial buildings, it is illegal to turn on air conditioning until the indoor temperature exceeds 26°C . This rule, stemming from the 2007 French Energy Code (article R. 241-30), is designed to prevent excessive use . The RE2020 bioclimatic regulation also pushes for building designs that limit summer discomfort, defining a state of discomfort as when temperatures rise above 26-28°C .

Energy Performance Bans: Since January 1, 2025, properties with the worst energy rating (G) under the French Diagnostic de Performance Énergétique (DPE) have been legally prohibited from new leases in Paris . This regulation discourages energy-intensive retrofits that traditional AC installation often represents .

These restrictions directly channel consumer demand toward portable, plug-and-play, no-installation units — exactly the products that Chinese manufacturers and Alibaba excel at supplying at scale and competitive prices .

Trade Figures: China Fills the Gap

The convergence of a historic heatwave, a structural cooling deficit, and favorable regulations for portable units has positioned Chinese producers as the essential supplier for Europe's cooling gap. The trade figures confirm this role is both substantial and growing.

• Customs Data: Chinese customs data showed that in July 2025, China's AC exports to Europe jumped nearly 60% by volume year-on-year .
• First Half of 2025: The value of China's air conditioner exports to countries in the European Union climbed to $3.76 billion in the first half of 2025, up 43.2% year-on-year and a new record for the period . Exports to the EU and UK alone totaled $1.39 billion in the first five months, a 20.25% increase .
• Early Indicator: Broader export data from Chinese manufacturers showed orders for portable AC units surging 10% year-on-year as early as April, before the peak of the heatwave even hit .
• Sustained Growth: Alibaba.com's platform data showed sustained double-digit growth in B2B inquiries and orders for AC units and cooling appliances from European buyers through June and July . The overall sales value of cooling products on Alibaba.com increased by nearly 77% year-on-year in the 30 days ending in early July .

These figures point to a powerful synergy: the combination of low European AC penetration (~20%), intensifying heatwaves driven by climate change, restrictive local regulations that favor portable units, and China's unmatched manufacturing scale and e-commerce logistics has made Chinese producers the world's go-to source for cooling relief in a warming world .

The bottom line: Europe's structural under-supply of cooling collided with a historic heatwave in June 2025. Chinese manufacturers and Alibaba's platforms were uniquely positioned to fill that gap, leading to a surge in exports that climate projections suggest is not a one-time event, but a signal of a rapidly accelerating trend.