2026年第43周（10月19–25日）制冷与热泵行业简报

隆众’s morning note at 08:56 on 21 Oct prints East China ex-factory reference prices. R32 is ¥63,500–64,500/t, mainstream ¥64,500, change 0. Refrigerant-grade R22 is ¥19,000–20,000/t, mainstream ¥19,000, down ¥1,000 from the previous working day. The East China note at 17:50 on 20 Oct still printed R22 at ¥20,000/t. The morning note says the change is a point price against the adjacent working day, not a daily average. The East China note at 16:18 on 21 Oct prints the same band.

The export table in that morning note is August and September. R32 exports are 2,559.814 t in August and 4,354.166 t in September, with average prices of $8,365.872/t and $8,041.375/t. R22 exports are 7,036.583 t and 8,081.814 t, with average prices of $2,309.830/t and $2,213.764/t. The arrows on the table are 隆众’s estimate for the next period. The note also says R32 plants are running near 40%, and spot supply is mostly on contract. The October hydrogen-fluoride tender, ¥14,500–14,800/t delivered, is a feedstock price.

The same 21 Oct morning note puts the mainstream plants’ R32 ex-factory offer near ¥65,500/t, and prints the China-market offer and the export offer at that same level. At 08:38 on 23 Oct, Meilan in Taixing, Jiangsu, printed R32 at ¥64,500/t and R22 at ¥24,000/t, each unchanged from the previous working day. The ¥24,000 R22 and the market ¥19,000 are two sheets. The ¥65,500 plant offer and the ¥63,500–64,500 market band are two sheets as well. Juhua and Dongyue did not have a new quote opened this week. On 16 Oct, in week 42, Juhua’s R32 was ¥65,500/t and its R22 was ¥24,000/t; Dongyue Lüleng printed the same two figures. That was last Friday’s sheet.

The Natural Refrigerants interview of 22 Oct adds the air temperature that week 42 did not have. Ilona Pavšukova, Refra’s head of marketing, said the air-to-water R290 heat pump can hold 80°C water when the air is down to 0°C, and 75°C water when the air is down to −20°C. The unit has four independent circuits, heating capacity 30–400 kW, a 45 bar high side, Dorin compressors and Danfoss controls. In cascade she said 1–2 MW, and that the total depends on the site. Third-party safety certification to EN 378 is also her statement. The note has no test sheet.

The same interview describes the AirCooledCO2 Galaxy booster: 62–267 kW medium-temperature cooling, 8–59 kW low-temperature cooling, and custom builds up to 1 MW, with Bitzer compressors. The gas cooler, receiver and controls are in one package. Those are stand descriptions. To set a water temperature against a real site, write the air temperature, the supply temperature and the load on one sheet. The industrial heat-pump viability guide is the place to check those three. It does not turn an interview into a test report.

The Natural Refrigerants note of 20 Oct, updated 21 Oct, names the machine MT 450 HP. Mirai has not announced a customer. Sale is the middle of next year. Hot water up to 73°C, ambient −20°C to 35°C, optional to 45°C, was already in week 42. The more than 700 orders for 2027 are still the smaller MT 290 and MT 350, at 290 kW and 350 kW. Sergey Kravtsov, director of business development, said the smaller machines did half a million starts and stops on a stress test with no performance degradation, and that load can run from 30% to 100%. He also said they cost a bit more than other R290 compressors. That is a booth interview. The test is on a test stand. ENGIE Refrigeration is developing a chiller platform on the Danfoss R600a Turbocor compressor for comfort cooling. The note says the platform is in development.

The California legislature status page, opened 25 Oct, shows SB 222 as chaptered. Chapter 738, Statutes of 2026, is dated 28 Sep. The governor approved it the same day. House location is Secretary of State. The page marks it inactive, chaptered, and non-urgency. In week 42 that page returned 403. On 11 Oct it still said enrolled, with no chapter number. The chapter date sits before this week. What changed this week is that the official page itself now shows the number. The statute covers residential heat-pump water heaters and residential heat-pump HVAC. A factory project does not take its permit from this chapter. A homeowners’ rule that blocks a resident from installing one of these heat pumps is written as void. That is still housing.

The working dates are in the chapter text opened the same day. From 1 Jul 2027, a city or county offers asynchronous inspection of these residential installations, so the contractor and the inspector do not have to stand there together. On or before 1 Jan 2028, a city or county may require up to one nondiscretionary permit for an installation it approves administratively. A panel change or structural work can have its own permit. A building official can require more than one permit with written findings of a specific health or safety impact and no feasible way around it. On or before 1 Jul 2028, qualifying swap-outs get an online permit in real time: no new panel, no structural work, and a like-for-like replacement. Smaller cities and counties have exceptions in the text. The permit-fee cap is $150 for a heat-pump water heater and $200 for heat-pump HVAC. Section 51297.57 writes the exception as a city under 5,000 people and a county under 150,000, including cities in that county. Another section in the same chapter uses “or”. Quote the chapter when using the exception. Third-party technology fees sit outside the cap. A city can still charge more after showing the reasonable cost. The status page says the bill is non-urgency. The default start of a non-urgency California statute is 1 Jan 2027. These dates come from the 28 Sep chapter. They were not written this week.

Week 42’s issue list put JIS B 8630, commercial refrigerators and freezers, and JIS S 2076, hybrid water-heater efficiency, on 20 Oct. Opened again on 25 Oct, that address is a maintenance notice: emergency maintenance from 16:00 on 22 Oct, end time not set. The JSA announcement of 20 Oct is three women’s shoe-heel standards, JIS S 5041, JIS S 5042-1 and JIS S 5042-2. The commercial-refrigerator standard and the hybrid water-heater standard stay unchecked. They are not written here as published.

隆众 10月21日 8:56 的早报给出华东出厂参考价。R32 是 6.35–6.45 万元/吨，主流价 6.45 万，涨跌为 0。制冷剂级 R22 是 1.9–2 万元/吨，主流价 1.9 万，比前一个工作日少 1000 元。10月20日 17:50 的华东行情里，R22 还是 2 万元/吨。早报写明，涨跌是相邻两个工作日的时点价，不是全天成交均价。10月21日 16:18 的华东行情仍是这个区间。

早报里的出口表是 8 月和 9 月。R32 出口量 2559.814 吨、4354.166 吨，均价 8365.872 美元/吨、8041.375 美元/吨。R22 出口量 7036.583 吨、8081.814 吨，均价 2309.830 美元/吨、2213.764 美元/吨。表上的箭头是隆众对下一期的估计。早报还写，R32 开工率维持在 四成附近，现货主要走合约。10 月氟化氢招标价 1.45–1.48 万元/吨送到，是原料价。

同一篇 10月21日 早报把主流工厂的 R32 出厂报盘写在 6.55 万元/吨附近，并写内贸、外贸都报在这个价附近。10月23日 8:38，江苏泰兴梅兰的 R32 是 6.45 万元/吨，R22 是 2.4 万元/吨，都和上一工作日一样。2.4 万的 R22 和市场上的 1.9 万，是两张单。6.55 万的工厂报盘和 6.35–6.45 万的市场区间，也是两张单。巨化和东岳这周没有打开新报价。第42周 10月16日，巨化 R32 是 6.55 万、R22 是 2.4 万，东岳绿冷也是这两个数。那是上周五的单。

Natural Refrigerants 10月22日 的访谈，补上了第42周没有的空气温度。Refra 市场负责人 Ilona Pavšukova 说，这台空气源 R290 热泵在空气低到 0℃ 时可以维持出水 80℃，空气低到 −20℃ 时维持出水 75℃。机组有四套独立回路，制热 30–400 kW，高压侧 45 bar，用 Dorin 压缩机和 Danfoss 控制。复叠她说到 1–2 MW，并说总容量要看现场。按 EN 378 做的第三方安全认证，也是她说的。这篇没有附检测报告。

同一篇访谈写了 AirCooledCO2 Galaxy 增压机组：中温制冷 62–267 kW，低温 8–59 kW，定制可到 1 MW，压缩机是 Bitzer。气体冷却器、储液器和电控做在一套里。这些是展台介绍。拿水温去对现场时，把空气温度、出水温度和负荷写在同一张单上。工业热泵项目可行性指南 用来核对这三项。它不把访谈变成检测报告。

Natural Refrigerants 10月20日 的稿、21日 更新，把这台机器写成 MT 450 HP。Mirai 还没有公布客户，销售时间是明年年中。出水至 73℃、环境温度 −20℃ 至 35℃、可选至 45℃，第42周已经写过。2027 年 700 多份订单仍是较小的 MT 290 和 MT 350，容量 290 kW 和 350 kW。业务发展负责人 Sergey Kravtsov 说，较小机型在试验台上做过 50 万次启停，没有性能衰减，负荷可以在 30% 到 100% 之间调。他还说，小机型比别的 R290 压缩机贵一点。这是展台访谈，试验在试验台上。ENGIE Refrigeration 正在开发用 Danfoss R600a Turbocor 压缩机的冷水机平台，面向舒适供冷。稿子写的是平台仍在开发。

10月25日 打开的加州议会状态页，把 SB 222 标成已经成章。章程 738，2026 年制定法，日期是 9月28日。州长当天批准。法案所在位置是州务卿。页面标为已成章程、非紧急。第42周这页返回 403。10月11日 还标着已登记，没有章程号。章程日在本周之前。这周变的是：官方面页自己把章程号挂出来了。章程管的是住宅热泵热水器和住宅热泵暖通。工厂项目不按这一章去办许可。业主规约如果禁止住户安装这类热泵，章程把它写成无效。那仍是住宅。

工作时点写在同一天打开的章程文本里。2027年7月1日 起，市、县为这类住宅安装提供异步检查，承包商和检查员不必同时在场。2028年1月1日 前，市、县对行政批准的一次安装，最多可以要求一份非裁量许可。换配电盘或做结构工程，可以另开许可。建筑官员写出书面认定，说明对公共健康或安全有具体不利影响，而且没有可行的避开办法时，也可以要求多于一份。2028年7月1日 前，符合条件的替换安装要能在线实时出证：不换新配电盘、不做结构工程、并且是原位替换。人口较少的市、县在正文里有例外。许可费上限是热泵热水器 150 美元、热泵暖通 200 美元。第 51297.57 条把例外写成人口少于 5000 的市，和人口少于 15 万 的县（含该县里的市）。同一章另一条用的是「或」。引用豁免时对着章程原文。第三方技术服务费不在这个上限里。市、县拿出合理成本的证据后，仍可以收更高的许可费。状态页标为非紧急。非紧急加州制定法的默认生效日是 2027年1月1日。这些日期来自 9月28日 的章程，不是这周新写的。

第42周的发行清单把 JIS B 8630（商用冰箱和冷冻柜）和 JIS S 2076（混合式热水器效率）排在 10月20日。10月25日 再打开那个地址，页面是维护通知：10月22日 16:00 起紧急维护，结束时间未定。日本规格协会 10月20日 的新闻稿公布的是三本女鞋鞋跟标准：JIS S 5041、JIS S 5042-1、JIS S 5042-2。商用冰箱和混合热水器这两本，这周没有核对到书，这里不写成已经出版。