原文：
空调行业回暖为空调阀门行业带来需求：空调阀门是空调的重要零部件，包括四通换向阀、电磁阀、截止阀等，对于普通的家用空调，阀门价值占空调总价值的比例在10%左右。该行业与家用空调行业景气周期密切相关。其中的低端产品如截止阀、四通换向阀等正在完成全球制造向中国转移的{zh1}步骤，国内厂商已占据了世界总产量的绝大部分。xx的产品如电子膨胀阀、电磁阀等随着我国厂商制造技术的不断提高，正在进行全球制造向中国转移的过程。 目前随着空调行业复苏，空调阀门的需求也将随之反弹，与空调行业类似，一般上半年是空调阀门行业的产销旺季，今年上半年空调总体产销量同比下降，影响了阀门生产厂商的业绩。从两家主要的阀门生产商，三花股份和盾安环境来看，一季度三花股份营业收入同比下降54.48%，净利润下降42.81%；盾安环境一季度营业收入下降-35.15%，净利润下降-11.02%。鉴于空调行业二季度产量虽有回升，但仍同比低于去年同期，预计两家公司上半年的收入和利润仍同比下降，但降幅相比一季度缩小。而第三季度行业有望跟随空调行业超过去年同期水平。 从成本来看，空调阀门主要成本是铜，约占营业成本的70%，目前铜价相比去年同期下降36%，空调阀门行业较集中，这2家公司占据了绝大部分市场份额，与下游空调厂商具有一定的议价能力。行业毛利率将保持稳定。

“ Air valve industry is facing opportunities ”是由提供的阀门行业新闻，译文仅供参考。另外，中国电动阀门网还提供相关产品搜索： 、 、 、 、 等。

译文：
Air conditioning air conditioning industry rebound for the industry to bring the valve needs: air conditioning air conditioning valve is an important component, including the reversing valve, solenoid valve, globe valve, etc., for the average home air conditioning, air conditioning valves accounted for the total value of ratio of about 10%. The industry and the domestic business cycle is closely related to air conditioning industry. One of the low-end products such as cut-off valve, reversing valve and other global manufacturing to China is completing the final step in the transfer, the domestic manufacturers have accounted for the majority of world production. High-end products such as electronic expansion valve, solenoid valve manufacturer in China with the continuous improvement of manufacturing technology, the ongoing transfer of global manufacturing process to China. With the air conditioning industry, the current recovery, the demand for air conditioning valves will subsequently rebound, and air conditioning industry, similar to normal in the first half is air-conditioning valve industry, production and marketing season, the overall production and sales of air conditioning during the first half of this year fell, affected the production of valves vendor performance. From two major valve manufacturer, the three shares and shield flower security environment, the three spent the first quarter operating income shares fell 54.48%, net profit fell 42.81%; shield security environment in the first quarter operating income fell -35.15% net profit fell -11.02%. View of the air conditioning industry, although the recovery in the second quarter of output, but still up less than a year ago, the two companies is expected in the first half of the revenue and profits still fell, but the decline phase than the first quarter narrowed. The third quarter is expected to follow the air conditioning industry, industry for morethan a year ago. From a cost point of view, the main cost of air conditioning valve copper, accounting for about 70% of operating costs, current copper prices down 36% compared to same period last year, air-conditioning valve industries are more concentrated, the two companies accounted for most of the market share , and the downstream air conditioning manufacturers have some bargaining power. Industry gross margins will remain stable.