国内空调三巨头排名生变：2025年第26周格力被海尔反超

GPLP犀牛财经2025-07-14

根据中怡康最新数据显示，2025年第26周（6月23日-29日）国内空调市场格局出现变动：美的以28.6%的零售量份额稳居首位，海尔以26.1%的份额跃居第二，格力则以20.6%退至第三。这是自2019年以来格力首次跌出行业前二名。格力份额下滑与其线下渠道战略调整直接相关。2024年起，格力加速关闭低效专卖店，年内净减少门店超1200家，导致三四线城市覆盖率下降约15%。与此同时，其价格策略未能...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2551182268?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-14 22:37","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2551182268","market":"sh","top_or_hot":-1,"title":"国内空调三巨头排名生变：2025年第26周格力被海尔反超","media":"GPLP犀牛财经","content":"<div>\n<p>根据中怡康最新数据显示，2025年第26周（6月23日-29日）国内空调市场格局出现变动：美的以28.6%的零售量份额稳居首位，海尔以26.1%的份额跃居第二，格力则以20.6%退至第三。这是自2019年以来格力首次跌出行业前二名。格力份额下滑与其线下渠道战略调整直接相关。2024年起，格力加速关闭低效专卖店，年内净减少门店超1200家，导致三四线城市覆盖率下降约15%。与此同时，其价格策略未能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071422373797a5cc28&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>国内空调三巨头排名生变：2025年第26周格力被海尔反超</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国内空调三巨头排名生变：2025年第26周格力被海尔反超\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 22:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071422373797a5cc28&s=b><strong>GPLP犀牛财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据中怡康最新数据显示，2025年第26周（6月23日-29日）国内空调市场格局出现变动：美的以28.6%的零售量份额稳居首位，海尔以26.1%的份额跃居第二，格力则以20.6%退至第三。这是自2019年以来格力首次跌出行业前二名。格力份额下滑与其线下渠道战略调整直接相关。2024年起，格力加速关闭低效专卖店，年内净减少门店超1200家，导致三四线城市覆盖率下降约15%。与此同时，其价格策略未能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071422373797a5cc28&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0175","symbol_name":"白马股","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071422373797a5cc28&s=b","article_id":"2551182268","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071422373797a5cc28&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2551182268","pubTimestamp":1752503851,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"根据中怡康最新数据显示，2025年第26周国内空调市场格局出现变动：美的以28.6%的零售量份额稳居首位，海尔以26.1%的份额跃居第二，格力则以20.6%退至第三。这是自2019年以来格力首次跌出行业前二名。2024年起，格力加速关闭低效专卖店，年内净减少门店超1200家，导致三四线城市覆盖率下降约15%。奥维云网监测显示，格力空调均价为4256元，显著高于美的及海尔。一季度财报显示，格力空调业务营收同比仅增1.2%，而美的、海尔增幅分别为8.7%和6.3%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600690":"海尔智家","BK0175":"白马股","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0014":"新能源汽车","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0196":"行业龙头","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","000651":"格力电器","BK0026":"智能家居","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK0224":"电气机械","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK0067":"物联网","BK0183":"MSCI概念","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0188":"融资融券","BK0012":"证金概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK0015":"沪股通50","BK0187":"一线龙头","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0028":"国家队","BK0201":"可转债","BK0130":"工业4.0"},"translate_title":"The ranking of the three domestic air-conditioning giants has changed: Gree was overtaken by Haier in the 26th week of 2025","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600690":0.9,"000651":1},"content_text":"根据中怡康最新数据显示，2025年第26周（6月23日-29日）国内空调市场格局出现变动：美的以28.6%的零售量份额稳居首位，海尔以26.1%的份额跃居第二，格力则以20.6%退至第三。这是自2019年以来格力首次跌出行业前二名。格力份额下滑与其线下渠道战略调整直接相关。2024年起，格力加速关闭低效专卖店，年内净减少门店超1200家，导致三四线城市覆盖率下降约15%。与此同时，其价格策略未能匹配市场需求变化。奥维云网监测显示，格力空调均价为4256元，显著高于美的（3658元）及海尔（3821元）。但在3000元以下价格段中，格力产品占比仅11%，而美的达到34%。中怡康分析师指出，高温催生的“应急购机潮”更倾向性价比机型，格力因此错失中低端市场增量。尽管格力在高端市场仍具技术壁垒——如其“风不吹人”系列采用分布式送风技术解决冷风直吹痛点，万元以上的“星空”系列占该价位段份额35%——但整体增长疲软。一季度财报显示，格力空调业务营收同比仅增1.2%，而美的、海尔增幅分别为8.7%和6.3%。业内认为，格力需平衡高端产品溢价与大众市场渗透率。当前空调市场前三强合计份额达75.3%，较去年同期提升4.2个百分点，价格战与能效升级加速行业洗牌。奥维云网数据显示，1-26周线上均价同比降4.02%至2604元，但小米凭借智能生态实现量价齐升（均价涨10.27%，份额15.55%），反观奥克斯份额降至5.1%，TCL、长虹均不足3%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2551182268","isCrawlerRequest":true}