【CNMO科技消息】进入2026年，空调市场在经历了2025年"价跌量涨"的调整后，迎来新的发展节奏。 奥维云网数据显示，2025年空调零售量同比增长4.7%，但零售额微降0.4%，全年走势前高后低。 V今年市场开局面临新挑战。受新一轮国补政策落地及春节假期位于2月中旬等因素影响，行业排产出 现季节性错位，2月排产计划同比下滑两位数。其中内销排产603万台，同比下降13.8%；出口排产751 万台，下降12.7%。 但从元春整体周期看，空调企业展现出积极姿态。1-2月内销排产同比上涨8.6%，反映出产业端对国内 市场的乐观预期。业内人士分析，随着新一轮国补政策全国铺开，有望激活2025年四季度被压制的消费 需求。同时，上游铜价持续攀升，也促使企业通过前置排产锁定利润、抢占市场先机。 终端市场呈现企稳回暖态势。开年线上线下销售额同比降幅持续收窄，销售均价稳步上行。值得关注的 是，本轮国补政策更加聚焦，虽将空调品类补贴数量从3台缩减至1台，且限定一级能效产品，但15%的 补贴幅度更加精准地引导资源向高能效、高技术含量的产品集中。监测数据显示，线下市场受国补政策 延续利好影响，销售额跌幅已收窄至-2.3%，逐步走出 ...

Core Viewpoint - The article highlights a significant decline in domestic smartphone sales in July 2025, attributed to the weakening effect of national subsidy policies, with a month-on-month drop of 14% [5]. Group 1: Smartphone Market Overview - The report covers the sales trends of the Chinese smartphone market from July 2024 to July 2025, indicating a downward trajectory in sales [5]. - It provides insights into the price segment trends of smartphones in the same period, reflecting changes in consumer purchasing behavior [5]. - The analysis includes brand trends within the Chinese smartphone market, showcasing shifts in market share among various manufacturers [5]. Group 2: Foldable Smartphone Market - The report details the sales trends of foldable smartphones in China from July 2024 to July 2025, highlighting their performance relative to traditional smartphones [5]. - It examines the price segment trends for foldable smartphones, indicating how pricing strategies may influence consumer adoption [5]. - Brand trends in the foldable smartphone market are also analyzed, revealing competitive dynamics and brand positioning [5]. Group 3: Display Panel Price Trends - The report includes projected price trends for various types of smartphone display panels from July 2023 to September 2025, covering a-Si LCD, LTPS LCD, rigid OLED, and flexible OLED panels [5].

Core Viewpoint - The article discusses the decline in smartphone sales in China for July 2025, attributing a 14% month-on-month drop to the weakening effects of national subsidy policies [4]. Group 1: Smartphone Market Overview - In July 2025, the Chinese smartphone market experienced a significant decline in sales, with a 14% decrease compared to the previous month [4]. - The analysis includes trends in smartphone sales, brand performance, and price segments within the Chinese market from July 2024 to July 2025 [4]. Group 2: Foldable Phone Market Insights - The report provides insights into the sales trends of foldable smartphones in China, including year-on-year comparisons for the same period [4]. - It also examines the price segments and brand trends specific to the foldable phone market from July 2024 to July 2025 [4]. Group 3: Display Panel Price Trends - The article outlines projected price trends for various types of smartphone display panels, including a-Si LCD, LTPS LCD, and rigid OLED panels from July 2023 to September 2025 [4].