China Air Conditioner Shipments Drop 25.5%: Distributors Abandon Inventory Buildup
According to AVC PSI monitoring data, shipments of household air conditioners to China's domestic market in Q3 2026 totaled 15.96 million units (−25.5% YoY), while retail sales declined by 9.4% in volume and 15.9% in value. The gap between shipments and retail indicates active channel inventory liquidation.
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