2026年第44周（10月26日–11月1日）制冷与热泵行业简报

隆众’s East China note, reprinted by Mysteel at 10:25 on 29 Oct, prints the R22 market band at ¥17,000–18,000/t, export-grade R22 at ¥12,000–12,000/t, feedstock-grade R22 at ¥12,000–12,000/t, and R32 at ¥63,500–64,500/t. The article view cuts off at R125, so the upper end of that grade was not read there. The refrigerant hub, updated 31 Oct, reprints the 30 Oct East China sentence with the same R22 and R32 bands. That reprint also prints R125 at ¥54,000–57,000/t, R134a at ¥63,500–65,000/t, R410A at ¥57,000–59,500/t, and both R404A and R507A at ¥53,000–54,000/t. Export-grade and feedstock-grade R22 are printed with ¥12,000 at both ends. That is a point on those two lines.

Week 43’s morning note of 21 Oct printed refrigerant-grade R22 at ¥19,000–20,000/t. East China notes for 26, 27 and 28 Oct are on the index. Those three were not opened, so the day the band moved from ¥19,000 to ¥17,000 is not written here. On the 29 Oct and 30 Oct sentences that were opened, R32 is still the week 43 band.

Juhua in Zhejiang, at 08:35 on 30 Oct, printed R22 at ¥24,000/t, R32 at ¥65,500/t and R125 at ¥60,000/t, each unchanged from the previous working day. The hub reprint of that morning also prints R134a at ¥65,000/t, R410A at ¥60,000/t, and R404A and R507A at ¥54,000/t, each unchanged. Dongyue Lüleng in Shandong, at 08:35 the same morning, printed R22 at ¥24,000/t and R32 at ¥65,500/t, each unchanged. Other grades on that Dongyue reprint are dashes, not prices. Yonghe, at 08:34, printed R32 at ¥63,500/t and R134a at ¥63,500/t, each unchanged. The hub reprint also prints R143a at ¥49,000/t and R410A at ¥57,500/t. R125 on the Yonghe flash is a dash. San’aifu in Changshu, at 08:34, printed R22 as not quoted.

The hub, updated 31 Oct, reprints Dongyang in Ruyuan on 30 Oct: R32 ¥66,000/t, R134a ¥70,000/t, R410A ¥61,000/t, each unchanged. A separate Dongyang flash address was not opened this week. Week 41’s 8 Oct sheet had the same R32 and R134a. On 30 Oct the plant R22 at ¥24,000, the market band at ¥17,000–18,000, and the export and feedstock lines at ¥12,000 are three sheets. Juhua and Dongyue at ¥65,500, Yonghe at ¥63,500, and Dongyang at ¥66,000 are not one R32 price. Yonghe’s ¥63,500 is the floor of the East China band.

The Budget document published 28 Oct says the government will maintain the Boiler Upgrade Scheme at current funding levels of £400 million in 2027–28, rising broadly in line with inflation thereafter. The same paragraph says the government will save £1 billion of capital grant from the Warm Homes Plan. It says the majority of that plan’s funding for low-income households and social housing, delivered by mayors and councils, is protected. The paragraph does not split the £1 billion across streams, and it does not print a household grant amount. A figure of £792 million appears in industry comment. That paragraph does not print it.

The Warm Homes Loan Scheme factsheet is dated 27 Oct, the day before the Budget. The Budget says the scheme has been launched. The factsheet caps the supported loan at £20,000 for an air-to-water heat pump, £10,000 for an air-to-air heat pump when MCS certification is available, and £35,000 for a ground-source heat pump. It says a loan can be combined with a grant of up to £9,000 through the Boiler Upgrade Scheme, and with Home Energy Scotland in Scotland. The rate is up to 5 percentage points below a lender’s regular loan. Ten lenders start the scheme. Some products are interest-free, and some run up to 30 years. Installations other than a heat-network connection are by MCS-certified installers. The factsheet’s saving of up to £550 a year, plus up to £300 with a time-of-use tariff, is for a heat pump, a battery and solar panels together. The factsheet is for households in England, Scotland, Wales and Northern Ireland. A factory project does not borrow on this page.

The tax annex says energy-saving materials return to the reduced VAT rate of 5% from 1 April 2027, and heat batteries join that list from the same day when installed in residential accommodation or charitable buildings. That sentence does not name heat pumps. The temporary 0% VAT rate on household electricity is extended to 1 July 2027. The government has asked Ofgem to abolish gas standing charges, aiming for the end of 2027 or as soon as possible after that, with the cost recovered through the gas unit rate. Electricity standing-charge reform is to be set out next year. From April 2027, the British Industrial Competitiveness Scheme covers more than 10,000 eligible manufacturers in Great Britain and cuts their electricity bills by up to 25%. That sentence is not written as a heat-pump grant. The 25% is not a price to type into a project screen.

The Ministry of Ecology and Environment notice is dated 15 Oct and was printed on 16 Oct. It tells companies to file, by 31 Oct, 2027 production quotas, domestic-use production quotas and use quotas for ozone-depleting substances, and production quotas, domestic-use production quotas and import quotas for HFCs. That date fell this week. Opened 1 Nov, the ministry’s ozone page still lists the 16 Oct notice as the latest item. No 2027 issuance notice is on that list. The 2026 issuance notice on the same list is dated 30 Dec 2025.

The HFC scheme PDF opened with the notice is the printed scheme. Weeks 41 to 43 still described the freeze as a draft. Those issues did not open this notice. The notice date itself is before this week. The PDF sets the 2027 controlled-use production quota at 1.853 billion tCO2, the domestic-use production quota at 895 million tCO2, and the import quota at 10 million tCO2, the same as 2026. The use baseline in the same section is 905 million tCO2, of which the import baseline is 5 million tCO2. The import quota and the import baseline are two figures in that text. On top of the 2026 quotas, the scheme adds 150 t of HFC-236fa production quota for electronic specialty gas, of which the domestic-use production quota is 150 t. Other producers apply for the same controlled-use and domestic-use amounts as after the permanent 2026 adjustment, and the application is not to exceed that amount. Feedstock production has no total cap. After a company receives its 2027 quota, the two adjustment windows are before 30 Apr 2027 and before 31 Aug 2027. A feedstock plant completed after 1 Nov 2026 and selling outside the company uses those same two dates.

The openstd page for GB/T 18837-2026, multi-split air-conditioning (heat pump) units, opened 1 Nov, says in force. Publication on that page is 30 Apr 2026. The effective date is 1 Nov 2026. Week 43 opened the same address on 25 Oct, and the label then was not yet in force. The openstd page for GB/T 27941-2026, design and installation requirements for multi-split air-conditioning (heat pump) systems, opened the same day, also says in force, with the same two dates. It prints CCS J 73 and ICS 27.200.

The national standards information platform page for GB/T 27941-2026, opened 1 Nov, still says not yet in force. It prints the same publication date and the same effective date, and it says the 2026 edition fully replaces the 2011 edition. The two labels are two pages. A specification cites the page it was checked against. The openstd label is the one that changed this week. The information-platform label for the installation standard did not.

隆众的华东行情由我的钢铁网在 10月29日 10:25 刊出。R22 市场主流是 1.7–1.8 万元/吨，外贸级 R22 是 1.2–1.2 万元/吨，原料级 R22 是 1.2–1.2 万元/吨，R32 是 6.35–6.45 万元/吨。这篇在 R125 处被页面截断，上沿没有读到。制冷剂专题页的更新时间是 10月31日，转载的 10月30日 华东句子里，R22 和 R32 仍是这两个区间。转载还把 R125 写成 5.4–5.7 万，R134a 6.35–6.5 万，R410A 5.7–5.95 万，R404A 和 R507A 都是 5.3–5.4 万。外贸级和原料级的 R22，两端都印着 1.2 万。那两行是一个点。

第43周 10月21日 的早报里，制冷剂级 R22 是 1.9–2 万元/吨。10月26日、27日、28日 的华东行情列在索引上。这三篇没有打开，所以不写是哪一天从 1.9 万 走到 1.7 万。10月29日 和 30日 打开的句子里，R32 仍是第43周的区间。

浙江巨化 10月30日 8:35 的 R22 是 2.4 万元/吨，R32 是 6.55 万，R125 是 6 万，都和上一工作日一样。专题页转载的同一早晨还印着 R134a 6.5 万、R410A 6 万、R404A 和 R507A 都是 5.4 万，涨跌都是 0。山东东岳绿冷同一天 8:35 的 R22 是 2.4 万、R32 是 6.55 万，都和上一工作日一样。东岳转载里其余牌号是横线，不是价格。浙江永和 8:34 的 R32 是 6.35 万、R134a 是 6.35 万，都和上一工作日一样。专题页转载还印着 R143a 4.9 万、R410A 5.75 万。永和快讯上的 R125 是横线。常熟三爱富 8:34 写 R22 暂不报盘。

专题页更新时间是 10月31日，转载了乳源东阳光 10月30日 的快讯：R32 6.6 万元/吨，R134a 7 万，R410A 6.1 万，涨跌都是 0。本周没有另开一条东阳光快讯的地址。第41周 10月8日 的 R32 和 R134a 也是这两个数。10月30日，工厂 R22 的 2.4 万、市场的 1.7–1.8 万、外贸和原料的 1.2 万，是三张单。巨化和东岳的 6.55 万、永和的 6.35 万、东阳光的 6.6 万，不是一个 R32 价格。永和的 6.35 万 落在华东区间的下沿。

10月28日 公布的预算正文写，锅炉升级计划维持在现有资金水平，2027–28 财年 4 亿英镑，其后大体随通胀上升。同一段写，温暖家园计划的资本补助减少 10 亿英镑。由市长和地方政府发放、面向低收入家庭和社会住房的那部分资金，大部分保留。这一段没有把 10 亿英镑 拆到各条资金上，也没有印出单户补助金额。行业反应稿里有 7.92 亿英镑。预算这一段没有印这个数。

温暖家园贷款说明页的日期是 10月27日，比预算早一天。预算写这项计划已经推出。说明页把可支持的贷款上限写成：空气源热水热泵 2 万英镑，空气-空气热泵在已有 MCS 认证时 1 万英镑，地源热泵 3.5 万英镑。贷款可以和锅炉升级计划最高 9000 英镑 的补助叠在一起；苏格兰对应的是家庭能源苏格兰计划。利率比贷款机构的普通贷款最多低 5 个百分点。起始有十家贷款机构。有的产品免息，有的期限到 30 年。除接入热网外，安装由 MCS 认证的安装商做。一年最多节省 550 英镑、再用分时电价最多再省 300 英镑，写的是热泵、电池和太阳能板加在一起。说明页面向英格兰、苏格兰、威尔士和北爱尔兰的家庭。工厂项目不按这一页借款。

税收附件写，节能材料从 2027年4月1日 起回到 5% 的优惠税率，储热电池从同一天列入这份清单，适用于住宅和慈善建筑。这一句没有点名热泵。家庭用电的临时零税率延长到 2027年7月1日。预算请 Ofgem 取消燃气固定费用，目标是 2027 年底或在那之后尽快，费用改入燃气单价。电的固定费用明年再写细则。2027年4月 起，英国工业竞争力计划覆盖大不列颠 1 万多家符合条件的制造商，电费最多降低 25%。这一句没有写成热泵补贴。25% 不是填进项目初筛的电价。

生态环境部通知的成文日期是 10月15日，印发日期是 10月16日。通知要求在 10月31日 前做好 2027 年度消耗臭氧层物质生产配额、内用生产配额和使用配额，以及氢氟碳化物生产配额、内用生产配额和进口配额的申请。这个日期落在本周。11月1日 打开的消耗臭氧层物质环境管理页，最新一条仍是 10月16日 的这份通知。清单上没有 2027 年的核发通知。同一页上，2026 年度的核发通知日期是 2025年12月30日。

随通知打开的氢氟碳化物方案 PDF 是印发文本。第41周到第43周仍把冻结写成草案。那几期没有打开这份通知。通知本身的日期在本周之前。PDF 把 2027 年受控用途生产配额总量写成 18.53 亿吨二氧化碳当量，内用生产配额总量 8.95 亿吨二氧化碳当量，进口配额总量 0.1 亿吨二氧化碳当量，与 2026 年相同。同一节里的使用基线是 9.05 亿吨二氧化碳当量，其中进口基线 0.05 亿吨二氧化碳当量。进口配额和进口基线是文中的两个数。在 2026 年配额之上，方案为电子特气增发 HFC-236fa 生产配额 150 吨，其中内用生产配额 150 吨。其余企业可申请的受控用途和内用数量，与 2026 年永久性调整后的配额相同，申请量不超过这个数。原料用途生产不设总量。企业拿到 2027 年配额之后，两次调整窗口是 2027年4月30日 前和 8月31日 前。2026年11月1日 后建成并对外销售的原料用途装置，用的也是这两个日期。

GB/T 18837-2026《多联式空调（热泵）机组》的全文公开系统页，11月1日 打开时标为现行。该页发布日是 2026年4月30日，实施日是 2026年11月1日。第43周 10月25日 打开的是同一个地址，当时的标签是即将实施。GB/T 27941-2026《多联式空调（热泵）机组应用设计与安装要求》的全文公开系统页同一天打开，也标为现行，发布日和实施日相同。页面印着中国标准分类号 J 73、国际标准分类号 27.200。

GB/T 27941-2026 的全国标准信息公共服务平台页，11月1日 打开时仍标为即将实施。发布日和实施日与全文公开系统相同，并写明 2026 年版全部代替 2011 年版。两个标签是两页。技术条件引用时，写明核对的是哪一页。这周变的是全文公开系统上的标签。安装标准在信息平台上的标签没有变。