普华永道 咨询资料 Last comments from SRF.pdfVIP

LastcommentsfromSRF

1.CACisnowclear.Ifthesurveyrepeatedlyshowsareplacementrateof

closeto3%,wehavetoacceptit.

2.SinceHaierandKelonareoneofthelargestOEMs,theirshiftawayfrom

HFC134ashouldbeestimatedandHFC-134amarketsizemodifiedsuitably.

Anoteshouldbemadethatthesearebestestimatesduetolimiteddata.

WhataretheyreplacingHFC-134awith?

3.Appendix4(Slide122,123124)shouldbetotallyremovedasthisisnot

fullyresearchedinformationandwillleavemorequestionsratherthan

answers.

4.Whatisrequiredisthe%geoftotalm