中国银河证券:国补退坡零售下滑 空调出口继续调整

智通财经网
Sep 23

智通财经APP获悉,中国银河证券发布研报称,9月开始,空调零售将面临2024年国补导致的高同比基数,以及当下的国补退坡影响。空调行业有所预期,产业在线数据,9/10/11月空调内销排产较去年同期内销实绩分别-6.3%/-23.4%/-17.6%,反应了行业的谨慎态度。出口方面,根据产业在线数据,9/10/11月家用空调出口排产较去年同期出口实绩分别-16.6%/-7.8%/-9.1%,继续反映了...

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