> 数据图表想关注一下3.3 3月空调出货美的/海尔/海信内销份额升势延续2026-5-53.3 3月空调出货美的/海尔/海信内销份额升势延续图表：主要空调公司出货量增速及内外销份额同比变动公司2018201920202021202220232024202526YTD25M0325M0425M0525M0625M0725M0825M0925M1025M1125M1226M0126M0226M03长虹2%-11%-24%-4%48%-6%-16%-49%-54%-63%-61%-52%-26%-41%-25%> 总销量增速格力美的海尔海信奥克斯26%> 内销份额同比(pct)格力美的海尔海信-0.4-0.30.0-0.4奥克斯1.8> 外销份额同比(pct)格力美的海尔海信1.90.01.0-0.1奥克斯0.97%6%-6%16%11%-12%1%-7%4%-13%6%13%-2%-5%12%18%15%-7%-7%9%13%-32%-11%7%-1.44.7-0.6-0.80.20.25.10.8-0.3-4.00.51.31.0-0.6-1.5-2.2-4.5-1.15.70.10.31.30.41.43.0-1.50.50.8-3.4-0.70.50.61.00.3-3.11.41.1-1.0-0.8-0.1资料来源：产业在线，国联民生证券研究所证券研究报告2%6%9%17%45%47%-2.8-1.20.40.81.6-1.5-2.3-1.1-0.22.31%16%23%25%39%66%-3.0-0.70.70.01.2-1.9-0.80.90.41.3-3%-3%10%-2%0%-3%-0.8-0.31.90.40.40.0-1.10.0-0.5-0.2-11%6%-2%3%-16%-30%-1.94.71.22.1-1.7-1.41.1-1.3-0.9-0.81%4%9%5%12%17%0%9%3%-2%23%-2.3-0.16.90.2-0.6-2.42.31.10.10.70.11.40.7-5.0-9.7-2.50.91.72.60.1-0.10.73%5%13%6%16%53%-0.4-0.50.3-0.41.2-0.9-1.50.90.01%-6%12%7%-5%39%-0.5-0.71.2-0.4-0.30.31.3-0.1-1.016-3%-9%-4%-7%28%20%20%0%-8%-40%-15%3%-28%-9%-18%-24%-24%-8%22%-11%16%13%1%-12%-21%2%-13%7%-14%-33%-54%-43%19%-10%7%0%1%40%13%-22%-50%-29%-10%-33%-11%-3.7-3.53.91.82.80.1-2.1-1.20.30.3-0.3-6.23.92.53.2-1.12.8-1.0-2.11.64.05.7-4.2-3.73.70.32.2-0.4-1.30.5-0.70.93.00.82.01.00.71.5-2.8-2.2-2.1-0.19.30.12.04.52.60.3-2.8-2.9-0.98.02.72.24.40.32.23.10.32.1-3.5-2.4-3.4-1.6-0.9-1.15.7-1.5-4.0-2.81.44.1-1.6-4.1-0.9-0.6-1.1-3.6-0.5-0.6-0.6-2.92.90.90.2-1.12.3-0.6-2.1-0.8* 请务必阅读最后一页免责声明国联民生证券大消费
