預(yù)警！冷年伊始拐點(diǎn)已現(xiàn)8月空調(diào)內(nèi)銷排產(chǎn)下滑1%

數(shù)據(jù)來源：奧維云網(wǎng)（AVC）推總數(shù)據(jù)2023年H1空調(diào)全渠道零售量&零售額情況上半年行業(yè)迎來量利雙增可喜局面169.6309.6588.2539.7813.93726.5-22.5%51.2%4.4%30.5%12.8%1305.618.8%23.0123.0223.0323.0423.0523.0623H1零售量（萬臺(tái)）同比40.4%64.1111.0223.5194.7278.3429.91301.6-21.6%50.5%7.2%30.8%13.8%19.5%23.0123.0223.0323.0423.0523.0623H1零售額（億元）同比40.3%零售量零售額8月空調(diào)內(nèi)銷排產(chǎn)下滑11238093142.3%-1.0%2.3%生產(chǎn)內(nèi)銷出口排產(chǎn)量（萬臺(tái)）同比2023年8月空調(diào)企業(yè)排產(chǎn)情況數(shù)據(jù)來源：奧維云網(wǎng)（AVC）排產(chǎn)監(jiān)測數(shù)據(jù)數(shù)據(jù)來源：奧維云網(wǎng)（AVC）排產(chǎn)/出貨監(jiān)測數(shù)據(jù)4006549251017112411371052809-29.8%65.4%17.8%36%25%33%30.9%-1.0%1月2月3月4月5月6月7月F8月F出貨/排產(chǎn)量（萬臺(tái)）同比2023年M1-8空調(diào)企業(yè)內(nèi)銷出貨/排產(chǎn)量及同比空調(diào)內(nèi)銷連續(xù)6個(gè)月高增長后迎來下滑上半年企業(yè)排產(chǎn)備貨積極性高漲，拉動(dòng)行業(yè)庫存走高數(shù)據(jù)來源：奧維云網(wǎng)（AVC）監(jiān)測數(shù)據(jù)21.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.0422.0522.0622.0722.0822.0922.1022.1122.1223.0123.0223.0323.0423.0523.06空調(diào)行業(yè)庫存情況推移工廠庫存21.0121.0221.0321.0421.0521.0621.0721.0821.0921.1021.1121.1222.0122.0222.0322.0422.0522.0622.0722.0822.0922.1022.1122.1223.0123.0223.0323.0423.0523.06渠道庫存數(shù)據(jù)來源：奧維云網(wǎng)（AVC）線上&線下監(jiān)測數(shù)據(jù)空調(diào)零售6月下旬以來連續(xù)下滑311.495.297.893.1109.4-19.4%-13.9%-23.0%23W2523W2623W2723W2823W292023年W25-W29空調(diào)零售線上&線下監(jiān)測數(shù)據(jù)零售量（萬臺(tái)） 同比21.5%-7.0%25.212.314.113.219.6-4.2%-36.4%-29.5