Household AC Sales and Production Decline in April 2026, Hit by Multiple Market Challenges

Published: Jun 2, 2026 11:40

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According to the latest data from industry sources,

Household air conditioners:

In April 2026, household air conditioner production and sales declined YoY, with the industry overall trending weak and both domestic sales and exports falling. In the Chinese market, four key factors constrained performance: a high base effect compounded by reduced subsidy intensity for trade-in programs diminishing policy benefits; a sluggish property market with insufficient new supporting demand; unfavorable weather delaying the peak sales season; and high costs coupled with high inventory levels further suppressing domestic sales performance.

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.

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