In October 2021, the total plan production of the RAC industry will be 9815 thousand units, an increase of 4.6% over the same period last year. Among them, domestic sales increased by 9.9% over the same period last year, and exports increased by 18.2% over the same period last year. According to the enterprise feedback, the current power restriction has little impact on the air conditioner enterprises. In the subsequent winter, with the increase of coal and electricity consumption, it is still unknown whether it will deepen the impact on the production. Therefore, it does not rule out the possibility that the enterprise has stock in advance. In terms of export, the current demand is still stable.
In August, the total production was 10348 thousand units, a year-on-year decrease of 2.29%, the total shipment was 10896 thousand units, a year-on-year increase of 3.19%, of which 7296 million units was from domestic sales, 3.6 million units was from export.