Guosheng Securities released a research report saying that according to industry online data, in July 2026, China exported 5.321 million units of household air conditioners, an increase of 1.4% over the previous year. By continent, exports of household air conditioners in Asia, Europe, Latin America, North America, Africa, and Oceania grew by 13.7%, -18.4%, -0.1%, -50.1%, +9.1%, and -29% respectively in July. Asia supported the overall export growth market, while exports from Europe and the US weakened. Currently, demand from different overseas regions is rotating rapidly. Japan's policy of pre-stocking and phased inventory replenishment in Southeast Asia has brought about short-term increases. However, demand in most traditional major markets is weak, inventory adjustments are slow, and there is no comprehensive and continuous recovery trend. Since then, markets in various regions have remained mixed, and trends have varied.

Guosheng Securities released a research report saying that according to industry online data, in July 2026, China exported 5.321 million units of household air conditioners, an increase of 1.4% over the previous year. By continent, exports of household air conditioners in Asia, Europe, Latin America, North America, Africa, and Oceania grew by 13.7%, -18.4%, -0.1%, -50.1%, +9.1%, and -29% respectively in July. Asia supported the overall export growth market, while exports from Europe and the US weakened. Currently, demand from different overseas regions is rotating rapidly. Japan's policy of pre-stocking and phased inventory replenishment in Southeast Asia has brought about short-term increases. However, demand in most traditional major markets is weak, inventory adjustments are slow, and there is no comprehensive and continuous recovery trend. Since then, markets in various regions have remained mixed, and trends have varied.