China's AC Production and Sales Decline in May 2026, Domestic Market Hit Hard

Published: Jun 20, 2026 14:13

Save

ChinaIOL monitoring data shows that in May 2026, China's household air conditioner production was 18.74 million units, down 10.0% YoY; sales were 19.58 million units, down 11.1% YoY; of which exports were 7.58 million units, down 4.2% YoY; and domestic sales were 12.00 million units, down 15.0% YoY. Production and sales continued to decline. Affected by the domestic end-use market climate, the YoY decline in domestic sales widened significantly. Under inventory pressure, production was proactively reduced to start destocking.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

1 min ago

Domestic Bauxite Imports Up 31.5% YoY in May 2026, Guinean Supply Up 48.3%

[Aluminum Express - May Bauxite Imports] According to the General Administration of Customs of China, in May 2026, domestic bauxite imports reached 23.03 million metric tons in May 2026, marking a 16.7% month-on-month rise and a 31.5% year-on-year increase. For the January–May period of 2026, total domestic bauxite imports stood at 100.758 million metric tons, up 18.1% year on year. Domestic imports of Guinean bauxite hit 19.607 million metric tons in May 2026, climbing 19.4% month-on-month and surging 48.3% year-on-year.Over January to May 2026, cumulative domestic imports of Guinean bauxite amounted to 82.572 million metric tons, representing a 24.5% year-on-year growth. (Customs HS Code: 26060000)

1 min ago

Common.Time.minsAgo

China's Secondary Aluminum Alloy Ingot Inventory Down 453 MT, Continuing Destocking Trend

[SMM Aluminum Express] China's inventory of secondary aluminum alloy ingots in major consumption areas stood at 23,100 mt today, down 453 mt from the pre-holiday level, continuing the destocking trend.

Common.Time.minsAgo

Ex-China Premium Collapse Bets on Accelerated China Destocking; Aluminum Price Under Short-Term Pressure and Fluctuation [SMM Aluminum Morning Briefing]

[Ex-China Premium Collapse vs. Accelerated Domestic Destocking, Aluminum Prices Under Pressure in Short-Term Fluctuations] China side, the accelerating destocking pace is a highlight, but absolute inventory remains in a relatively high range. In the absence of new macro positives, SHFE aluminum follows LME aluminum under pressure, but supported by domestic destocking, the decline is relatively controllable. Short-term aluminum prices are expected to be in the doldrums.

Common.Time.minsAgo