美的格力等空调企业：7 月数据与份额变化

产业在线发布 7 月空调数据。7 月家用空调总产量/销量同比-2%/-2.6%。其中内/外销同比-21.3%/+42.7%，年累计总产量/销量同比+13.1%/+12.9%，内/外销同比+0.8%/+31.4%。从销量增速看，7 月内销数据显示：美的/格力同比-14.5%/-20.6%，奥克斯/海信/TCL/长虹-25%/-33.3%/-44.4%/-16.7%。7 月外销数据显示：美的同比+31.4%，格力/TCL/奥克斯/海信/海尔/长虹+29.9%/+53.3%/+74.4%/+41.6%/+85.2%/+137.5%。1-7 月年累计内销数据显示：美的/格力同比-4.4%/-6.1%，奥克斯/海信/TCL/长虹+18.3%/+3.2%/+7.2%/+19.7%。1-7 月年累计外销数据显示：美的同比+31.8%，格力/TCL/奥克斯/海信/海尔/长虹+12.3%/+50.2%/+44.2%/+35.5%/+40.8%/+42%。从销量份额看，7 月内销数据显示：美的/格力份额同比+2.5/+0.2pct，奥克斯/海信/TCL/长虹-0.4/-0.8/-1.1/+0.3pct。7 月外销数据显示：美的销量份额同比-2.2pct，格力/TCL/奥克斯/海信/海尔/长虹-1.4/+1.2/+2/-0.1/+1.7/+2.2pct。1-7 月年累计内销数据显示：美的/格力年累计销量份额同比-1.6/-1.9pct，奥克斯/海信/TCL/长虹+1.3/+0.1/+0.3/+0.9pct。1-7 月年累计外销数据显示：美的份额同比+0.1pct，格力/TCL/奥克斯/海信/海尔/长虹-2.3/+2/+1/+0.3/+0.4/+0.3pct。风险提示：原材料价格波动，海外需求存在不确定性。