Week 25 2026 Refrigeration & Heat Pump Industry Briefing

Policy & Regulation

Domestic HCFC-141b phase-out enters its final ten days. From 1 Jul 2026, on-site polyurethane spray foam using HCFC-141b is prohibited under MEE Announcement 2025 No. 28 and the national Montreal Protocol implementation plan (2025–2030)—directly affecting cold-room construction, logistics hubs and industrial insulation retrofits. On the same date, extruded polystyrene foam HCFC blowing agents and HCFC solvent/cleaning uses in electronics, instruments and machinery also end. The China Polyurethane Industry Association has urged spray-foam contractors to complete alternative blowing-agent trials, worker retraining and recovery documentation before peak summer delivery; violations can trigger fines of ¥200,000–¥500,000 or higher under the ODS Regulation. The HFC-245fa cross-category transfer cap raised to 50% in the week-24 MEE 2027 quota draft is explicitly linked to this foam transition.
On 17 Jun 2026, William Randolph Hires—former CEO of Georgia HVAC firm Extreme Residential—was sentenced in Newark Federal Court after pleading guilty to illegally importing 500 cylinders of R-410A from Peru without EPA consumption allowances under the AIM Act—the first prosecution of a corporate executive under the statute and the second AIM Act criminal case overall. Court filings show EPA staff repeatedly warned that 散装 HFC import requires allowances; the shipment (~11,000 t CO₂e) was detained at Port Elizabeth in 2023. The case reinforces that quota compliance is an executive-level liability, not only a procurement formality—contrasting with the EPA’s May 2026 final reconsideration of the 2023 Technology Transitions Rule, which extends compliance deadlines for supermarket systems, remote condensing units and cold-storage warehouses and allows installation of pre-2025 domestically manufactured AC/heat-pump inventory until supply is exhausted. FMI and the National Grocers Association welcomed the flexibility; industry analysts note it may extend R-410A servicing demand while lower-GWP transitions continue.
EU F-Gas Regulation (EU) 2024/573 continues to tighten the path toward 2027 even as US rule timing diverges. From 1 Jan 2027, monoblock heat pumps and air-conditioning units ≤12 kW placed on the EU market must use refrigerants with GWP below 150—accelerating R290 platforms previewed ahead of Intersolar Europe. Member states must adapt F-gas handler certification to EU-standardised training by 11 Mar 2027. The transatlantic policy gap—EU placement bans vs US extended commercial deadlines and week-23 DOE fuel-switching rebate retrenchment—underscores that exporters and multinational OEMs must maintain region-specific product and refrigerant roadmaps rather than a single global compliance calendar.

Market & Industry

Daikin Europe officially inaugurated Daikin Manufacturing Poland Sp. z o.o. in the Łódź region on 21 May 2026—a €300 million residential heat-pump plant and Daikin’s first factory in Poland— with industry commentary in mid-June framing it as a ‘produce close to market’ response to European demand and trade-policy volatility. CEO Masanori Togawa emphasised shorter lead times and supply resilience for Germany, France and neighbouring markets; the site links to Daikin’s Ghent R&D centre for heat-pump and refrigeration technology transfer. The investment follows Danfoss’s €10 million Reyrieux expansion announced at Choose France on 1 Jun (week 23), signalling continued European localisation of heat-pump supply chains despite uneven national subsidy environments.
Intersolar Europe / The smarter E Europe opens 23–25 Jun 2026 at Messe München as the week’s dominant industry calendar event. GoodWe will exhibit connected residential and 50–100 kW commercial GoodHeat R290 systems at Hall B4 Booth 210, extending its SNEC DC-coupled launch (week 24) into European prosumer markets; booth sessions cover integrated energy solutions and the ESA home-storage line. Differ Power displays its 12–16 kW D1 Series nine-in-one R290 platform at C2-655. Software vendors such as Effizency (C5-618) demonstrate end-to-end PV–battery–heat-pump sales workflows—reflecting a market shift from standalone COP comparisons toward bundled electrification offers ahead of the Intersolar Forum Power-to-Heat session (23 Jun, 13:30–15:00, A3.150).

Standards & Compliance

FAS 2026/550 enters its third enforcement week with the next catalogue milestone on 1 Jul 2026: projector energy labels under the same regulation take effect on that date—coinciding with the HCFC-141b construction ban and extruded-polystyrene foam restrictions. Firms must continue running dual label catalogues (FAS 2025/45 for heat-pump and chiller units vs 2026/550 for appliances and lighting) with SKU-level traceability through e-commerce and tender documentation. Exporters to the EU should align test reports and refrigerant declarations with the approaching 2027 GWP<150 placement ban for small split and monoblock systems—see this site’s heat-pump standards quick reference for domestic label schedules.
US compliance pressure intensifies on parallel tracks. EPA leak-management rules effective 1 Jan 2026 now cover appliances with ≥15 lb of HFC or substitute refrigerant where GWP exceeds 53—including R-448A and R-449A—and mandate automatic leak detection for new commercial refrigeration systems with full charges ≥1,500 lb (existing 2017–2025 systems by 1 Jan 2027). The 17 Jun AIM Act sentencing reinforces import-quota enforcement alongside week-24 reports of Honeywell-coordinated Polish customs seizure of suspected patent-infringing R1234yf at Gdynia and US warnings of counterfeit R-454B cylinders. Purchasers should verify authorised supply chains, refuse disposable cylinders (banned in the EU since 2007), and require SDS with REACH registration numbers as A2L charge-handling requirements expand.

Technology & Demonstrations

GoodWe’s Intersolar 2026 lineup bridges SNEC and Munich: the GoodHeat R290 air-to-water range—now rolling out across most European markets—spans residential units and 50–100 kW commercial systems with full system integration. The booth emphasises connected energy architecture: DC-coupled PV-to-heat-pump routing (week 24), the ESA Series all-in-one home storage, third-generation HCA G3 EV chargers with V2G readiness, and the Vela solar carport—positioning thermal loads alongside generation and mobility in one managed stack. Booth presentations on 23 Jun cover integrated European energy solutions (10:45) and ESA home storage (13:00).
Differ Power’s D1 Series—previewed 12 Jun and exhibited at Intersolar C2-655—integrates space heating, cooling, DHW, PV inversion, battery PCS, backup power, home energy management and gateway control on one R290 platform, recovering inverter waste heat to raise COP. Grid-connection support targets major European standards including UK G98/G99 and Italy CEI 0-21; 12–14–16 kW heating capacities with 6 kW output cover more than 90% of typical residential scenarios. The design echoes week-24 IRN 2026 debates on system-level TCO over refrigerant ideology—here by collapsing repeated AC/DC conversion stages that separate heat pumps, inverters and battery controllers would otherwise incur.

Events Calendar

Intersolar Europe / The smarter E Europe: 23–25 Jun 2026, Messe München (conference 22–23 Jun at ICM)—GoodWe (B4-210), Differ Power (C2-655), Power-to-Heat forum 23 Jun 13:30–15:00 (A3.150). World Refrigeration Day 2026: 26 Jun, theme Cool Intelligence—ASHRAE joined global partners on 18 Jun to highlight applied engineering intelligence in cooling and sustainable heating.
China regulatory cluster 1 Jul 2026: HCFC-141b on-site polyurethane spray ban; FAS 2026/550 projector energy labels; extruded-polystyrene foam HCFC ban and HCFC solvent/cleaning restrictions. MEE 2027 ODS/HFC quota draft (released week 24) remains in public comment—firms should prepare 2027 quota and initial transfer filings due 31 Oct 2026. Chillventa 2026 Nuremberg: 13–15 Oct 2026.

政策与监管

国内 HCFC-141b 淘汰进入最后约十天倒计时。自2026年7月1日起，依据生态环境部2025年第28号公告及《中国履行〈蒙特利尔议定书〉国家方案（2025—2030年）》，禁止生产以 HCFC-141b 为发泡剂的现场喷涂聚氨酯泡沫——直接影响冷库、物流枢纽及工业保温施工；同日挤出聚苯乙烯泡沫 HCFC 发泡剂及电子、仪器、机械等领域 HCFC 溶剂/清洗剂亦全面禁限。中国聚氨酯工业协会提示喷涂企业须在迎峰度夏前完成替代发泡剂试产、人员再培训及回收台账，违反《消耗臭氧层物质管理条例》可处20万–50万元或更高罚款。第24周 MEE 2027 配额征求意见稿将 HFC-245fa 跨品类调增上限提至50%，即针对上述泡沫替代缺口。
2026年6月17日，佐治亚州 HVAC 企业 Extreme Residential 前 CEO William Randolph Hires 于纽瓦克联邦法院就未经 EPA 消费配额从秘鲁非法进口500瓶 R-410A 认罪案接受量刑——系 AIM 法案下首例企业高管刑事起诉、整体第二起 AIM 刑事案。案卷显示 EPA 曾多次告知散装 HFC 进口须持配额；该批货物（约1.1万吨 CO₂当量）2023年于伊丽莎白港被扣。本案表明配额合规属高管层责任而非采购形式主义——与 EPA 2026年5月对2023年技术转换规则的再审议终稿形成对照：后者延长商超系统、远程冷凝机组及冷库合规期限，并允许2025年前国产库存空调/热泵装完即止。FMI 与美国独立杂货商协会欢迎灵活性；行业分析指其或延长 R-410A 维保需求，但低 GWP 转型方向未改。
欧盟 F-Gas 法规 (EU) 2024/573 在2027年前持续收紧，与美国节点分化并存。2027年1月1日起，投放欧盟市场的单体式热泵与空调（≤12 kW）须使用 GWP<150 工质——与 Intersolar 展前密集发布的 R290 平台形成政策共振。成员国须于2027年3月11日前将 F 气体从业人员认证适配欧盟统一培训标准。跨大西洋政策差——欧盟投放禁限 vs 美国延长商用期限及第23周 DOE 叫停联邦燃气改电返利——表明出口企业与跨国 OEM 须维护分区域产品与工质路线图，而非单一全球合规日历。

市场与产业

大金欧洲于2026年5月21日正式启用位于 Łódź 地区的大金制造波兰公司（Daikin Manufacturing Poland Sp. z o.o.）——投资约3亿欧元、以大金首个波兰工厂定位的住宅热泵生产基地；6月中旬行业评论将其解读为贴近欧洲需求与贸易政策波动的「近地化生产」策略。CEO 十河政则强调缩短交期、增强对德法及邻国的供应韧性；该厂与比利时根特研发中心的热泵与制冷技术转化相衔接。此投资接第23周 Danfoss 于 Choose France 宣布再投1000万欧元扩 Reyrieux 产能——表明欧洲热泵供应链本地化仍在推进，尽管各国补贴环境不均。
Intersolar Europe / The smarter E Europe 于2026年6月23–25日在慕尼黑 Messe 开展，成为本周行业日历焦点。GoodWe 于 B4-210 展出互联住宅及50–100 kW 商用 GoodHeat R290 系统，将第24周 SNEC 光伏直驱发布延伸至欧洲户用能源市场；展台活动涵盖一体化能源方案与 ESA 户储系列。Differ Power 于 C2-655 展示12–16 kW D1 九合一 R290 平台。Effizency（C5-618）等软件商演示光伏—储能—热泵端到端销售流程——反映市场正从单机 COP 比较转向打包式电气化打包方案；Intersolar Forum「Power-to-Heat」专题于6/23 13:30–15:00（A3.150）举行。

标准与合规

550号文进入施行第三周，下一节点为2026年7月1日投影机能效标识实施——与 HCFC-141b 施工禁令及挤出聚苯乙烯泡沫禁限同日。企业须继续并行管理 FAS 2025/45（热泵冷水等）与 2026/550（家电/照明）两套目录，在电商与招投标中按 SKU 对应实施规则与检测报告。出口欧盟产品须同步准备2027年小功率分体/单体式 GWP<150 投放禁限所需资料——国内标识时间表详见本站热泵标准速查页。
美国合规压力呈多线并进。自2026年1月1日起，EPA 泄漏管理规则覆盖充注量≥15磅且 GWP>53 的 HFC 或其替代工质设备（含 R-448A、R-449A）；新建商用制冷系统满充≥1500磅须配置自动泄漏检测（2017–2025年既有系统须于2027年1月1日前完成）。6/17 AIM 量刑强化进口配额执法，叠加第24周 Honeywell 协调波兰海关在格丁尼亚查获涉嫌侵权 R1234yf 及美国警示假冒 R-454B 钢瓶。采购端应核验授权渠道、拒收欧盟禁止的一次性钢瓶，并要求 SDS 含 REACH 注册号——A2L 工质切换扩大充注作业资质需求背景下尤为关键。

技术与示范

GoodWe Intersolar 2026 阵容衔接 SNEC 与慕尼黑：GoodHeat R290 空气源热泵系列已在欧洲多数国家供货，涵盖住宅及50–100 kW 商用机型并强调全系统集成。展台突出互联能源架构：光伏 DC 直驱热泵（第24周）、ESA 户储一体机、第三代 HCA G3 充电桩（V2G 就绪）及 Vela 光伏车棚——将热负荷与发电、出行纳入同一管理栈。6/23 展台活动包括欧洲一体化能源方案（10:45）与 ESA 户储（13:00）。
Differ Power D1 系列（6/12 预览、Intersolar C2-655 展出）在 R290 平台上集成供暖、制冷、生活热水、光伏逆变、电池 PCS、备电、家庭能源管理与网关控制，并回收逆变器废热提升 COP。并网支持覆盖英国 G98/G99、意大利 CEI 0-21 等欧标；12–14–16 kW 供暖容量、6 kW 输出覆盖90%以上典型住宅场景。设计呼应第24周 IRN 2026 关于系统全生命周期成本优于工质意识形态的讨论——通过合并热泵、逆变器与电池控制器分设时产生的多次 AC/DC 转换损耗。

会展前瞻

Intersolar Europe / The smarter E Europe：2026年6月23–25日，慕尼黑 Messe（6/22–23 ICM 会议）——GoodWe（B4-210）、Differ Power（C2-655）；6/23 13:30–15:00 Power-to-Heat 论坛（A3.150）。2026世界制冷日：6月26日，主题 Cool Intelligence——ASHRAE 6/18 与全球伙伴共同强调制冷与可持续供暖中的工程应用智慧。
国内2026年7月1日监管节点集群：HCFC-141b 现场聚氨酯喷涂禁令；550号文投影机能效标识；挤出聚苯乙烯泡沫 HCFC 禁限及 HCFC 溶剂/清洗禁令。MEE 2027 ODS/HFC 配额征求意见稿（第24周发布）仍在公众意见期——企业宜筹备2026年10月31日前须提交的2027年度配额及初次流转申请。Chillventa 2026 纽伦堡：2026年10月13–15日。