China's Aug 2026 AC Production Down 24.1% Amid Factory Vacations, High Inventory

Published: Jul 31, 2026 19:39

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According to the latest production schedule report from ChinaIOL for household air conditioners, the domestic sales production schedule for August 2026 stands at 5.87 million units, down 24.1% compared to actual domestic sales in the same period last year. The production schedule figure was slightly revised down again from the earlier estimate. Entering August and September, most compressor and air conditioner enterprises are about to begin equipment maintenance and factory vacations. Affected by the holidays, production schedule volumes were trimmed to varying degrees. On the channel side, inventory is high, and dealers show weak willingness to restock. With the weakening start of the cooling season, the practice of restocking and pushing inventory is becoming difficult to sustain.

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