(以下内容从国金证券《家电行业周报:错期影响下空调1月排产反弹,冰冷新兴地区贡献增长》研报附件原文摘录)错期影响下空调1月排产反弹,冰冷新兴地区贡献增长空调排产:错期影响下1月数据亮眼,但终端需求预计仍然偏弱。2026年1月家用空调内销排产786万台,同比+8.9%;出口排产1065万台,同比+1.2%。这一反弹主要原因为2026年春节落于2月,企业将部分2月产能前移至1月,以应对节前交付及促销...
Source Link(以下内容从国金证券《家电行业周报:错期影响下空调1月排产反弹,冰冷新兴地区贡献增长》研报附件原文摘录)错期影响下空调1月排产反弹,冰冷新兴地区贡献增长空调排产:错期影响下1月数据亮眼,但终端需求预计仍然偏弱。2026年1月家用空调内销排产786万台,同比+8.9%;出口排产1065万台,同比+1.2%。这一反弹主要原因为2026年春节落于2月,企业将部分2月产能前移至1月,以应对节前交付及促销...
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