2020年家用空調全球市場份額:格力維持榜首 排名前3的中國企業佔整體銷量逾5成
格隆匯9月13日丨據日經新聞,除個人消費低迷的原因之外,由於新冠疫情擴大,2020年家用空調的全球銷量為1.535億台,比2019年減少6.1%。從市場份額來看,排名前3的中國企業佔整體逾5成,提高3.6個百分點。據英國調查公司歐睿國際數據,珠海格力電器(000651.SZ)(20.1%)的份額上升0.1個百分點,和上年基本持平,維持首位寶座。第2位的美的集團(000333.SZ)(19.3%)和第3位的海爾集團(1169.HK)(12.4%)迅速追趕,這兩家企業分別把市場份額提高2.0和1.5個百分點。第4位是韓國LG電子(份額下降0.2個百分點,降至4.1%),第5位是松下(份額和上年持平,為3.9%)。奧克斯集團(AUX)由2019年的第4位跌至2020年第8位(份額從5.1%降至3.3%)。歐睿國際預計2021年的世界家用空調市場規模依然低於疫情前的2019年,但比2020年增長3~5%。歐睿國際的家電領域負責人指出,家用空調市場的份額爭奪會持續激烈,原材料價格上漲和半導體短缺成為風險因素。此外,物流費用也在上升。漲價和減產也有可能給市場復甦態勢潑冷水。

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