> 数据图表我想了解一下3.7 3月LCD TV内/外销出货量分别同比-11%/-6%2026-5-53.7 3月LCD TV内/外销出货量分别同比-11%/-6%图表：LCD TV内外销出货规模及增速1200内销量（万台）内销量YOY（右）外销量（万台）外销量YOY（右）1000800600400200020M3240M3260M3280M3201M3221M3220M4240M4260M4280M4201M4221M4220M5240M5260M5280M5201M5221M5220M62图表：LCD TV内销出货量份额走势30%海信TCL创维长虹25%20%15%10%5%0%20M3240M3260M3280M3201M3221M3220M4240M4260M4280M4201M4221M4220M5240M5260M5280M5201M5221M5220M62资料来源：产业在线，国联民生证券研究所图表：主要电视公司出货量增速及内外销份额同比变动40%201820192020202320242025 26YTD 25M03 25M04 25M05 25M06 25M07 25M08 25M09 25M10 25M11 25M12 26M01 26M02 26M0320%> 总销量增速海信 5%6%13%9%8%4%2%6%-5% 21% -6% 19% 13% 13%4%-6% -25% 0%12% -2%TCL19% 15% 17%5%10%2%4%5%-5%3%-2%0%2%-9%-1%-3%2%3%19% -7%创维 -11% -8%-4%7%4%-4%1%4%-6%-3%1% -10% -8%-4% -10% -1% -18% -2% 23% -7%长虹 -3%2%14%3%12% -4%8%-5%-8%-4% -18% -19% -3% -11% -8%-2%-8%-2% 26% -7%0%-20%-40%> 内销份额同比(pct)海信 -0.6-0.1-1.11.70.50.30.50.32.1-1.22.12.93.7-0.4-1.6-1.0-4.21.6-1.3-0.2TCL0.40.90.72.21.00.80.90.70.53.00.92.20.33.32.11.40.7-0.32.81.4创维0.7-0.2-0.71.80.30.61.41.5-0.60.20.41.3-0.31.40.52.01.11.30.82.3长虹 -0.8-1.1-0.6-0.90.2-0.10.2-0.8-0.5-0.7-0.4-0.5-0.1-0.10.5-0.20.30.8-0.1-0.6> 外销份额同比(pct)海信 -0.41.33.10.70.02.2-0.61.1-0.15.40.75.52.76.43.60.5-2.10.2-2.31.5TCL1.33.83.9-0.80.01.7-0.40.80.50.82.71.10.8-1.21.0-0.13.72.2-2.9-0.6创维 -3.3-0.90.40.00.00.1-0.1-0.20.1-0.10.3-0.10.00.00.10.20.20.10.3-0.4长虹 -0.40.91.50.40.30.10.2-0.30.00.1-0.4-0.8-0.1-0.2-0.30.40.1-0.3-0.10.1证券研究报告26* 请务必阅读最后一页免责声明国联民生证券大消费
