產(chǎn)業(yè)在線發(fā)布 7 月空調(diào)數(shù)據(jù)。7 月家用空調(diào)總產(chǎn)量/銷量同比-2%/-2.6%。其中內(nèi)/外銷同比-21.3%/+42.7%,年累計總產(chǎn)量/銷量同比+13.1%/+12.9%,內(nèi)/外銷同比+0.8%/+31.4%。從銷量增速看,7 月內(nèi)銷數(shù)據(jù)顯示:美的/格力同比-14.5%/-20.6%,奧克斯/海信/TCL/長虹-25%/-33.3%/-44.4%/-16.7%。7 月外銷數(shù)據(jù)顯示:美的同比+31.4%,格力/TCL/奧克斯/海信/海爾/長虹+29.9%/+53.3%/+74.4%/+41.6%/+85.2%/+137.5%。1-7 月年累計內(nèi)銷數(shù)據(jù)顯示:美的/格力同比-4.4%/-6.1%,奧克斯/海信/TCL/長虹+18.3%/+3.2%/+7.2%/+19.7%。1-7 月年累計外銷數(shù)據(jù)顯示:美的同比+31.8%,格力/TCL/奧克斯/海信/海爾/長虹+12.3%/+50.2%/+44.2%/+35.5%/+40.8%/+42%。從銷量份額看,7 月內(nèi)銷數(shù)據(jù)顯示:美的/格力份額同比+2.5/+0.2pct,奧克斯/海信/TCL/長虹-0.4/-0.8/-1.1/+0.3pct。7 月外銷數(shù)據(jù)顯示:美的銷量份額同比-2.2pct,格力/TCL/奧克斯/海信/海爾/長虹-1.4/+1.2/+2/-0.1/+1.7/+2.2pct。1-7 月年累計內(nèi)銷數(shù)據(jù)顯示:美的/格力年累計銷量份額同比-1.6/-1.9pct,奧克斯/海信/TCL/長虹+1.3/+0.1/+0.3/+0.9pct。1-7 月年累計外銷數(shù)據(jù)顯示:美的份額同比+0.1pct,格力/TCL/奧克斯/海信/海爾/長虹-2.3/+2/+1/+0.3/+0.4/+0.3pct。風險提示:原材料價格波動,海外需求存在不確定性。