最新数据显示，空调行业销售数据进一步好转，此次复苏的推动力来自海外。

The latest statistics show,Air conditioning industry sales data further improved,The recovery of the impetus has come from the overseas.

　　11月空调总销量605万台，同比增长11%，环比较上月高出9个百分点，是继9月份转正后首次出现二位数增长。其中，内销368万台，同比增长6%，出口237万台，同比增长20%。

November 6.05 million sets of air conditioning total sales,Year-on-year growth of 11%,Ring is 9% higher than last month,Is the September after become a full member first appeared two digit growth.the,3.68 million sets of sale in domestic market,Year-on-year growth of 6%,Export 2.37 million sets,Year-on-year growth of 20%.

　　11月销量数据明显改善得益于二方面：一方面，去年同期基数较低。另一方面，据悉欧盟2013将采用新能效标准，欧洲国家正集中提货，使得11月欧洲地区增长明显，出口销售数据超预期表现支撑了总销量上升。同时，11月库存723万台，同比下滑34%，属于今年以来下降程度最大的一个月，库存水平比较良好。

November sales data significantly improve benefit from two aspects:On the one hand,A low base from the same period last year.On the other hand,It is reported the eu 2013 will be a new energy efficiency standards,European countries are concentrated pick up the goods,Make November Europe increased substantially,Export sales data than expected performance support the total sales rise.At the same time,November 7.23 million sets of inventory,Fell 34% year-on-year,Belong to the largest degree of decline this year for a month,Inventory level is good.

　　从今年累计数据看，1-11月空调累计总销量9787万台，同比下滑5%。其中，内销量同比下滑5.9%。预计今年全年总销量同比下降在4%左右。

From this year accumulated data to see,1 - November air conditioning accumulative total sales of 97.87 million units,Fell 5% year-on-year.the,Sales fell 5.9% year-on-year in.This year is expected to total annual sales of around 4% year-on-year drop in.

　　公司方面，11月格力增长较快，总销量280万台，同比增长30%，海尔总销量30万台，同比增长20%，美的总销量128万台，同比增长2.4%，是自去年10月以来首次出现正增长，公司在经历了1年多的战略调整，经营开始走上正轨。

company,November gree is growing rapidly,Total sales of 2.8 million units,Year-on-year growth of 30%,Haier total sales of 300000 units,Year-on-year growth of 20%,The total sales of 1.28 million units,Year-on-year growth of 2.4%,Since last October is the first appeared positive growth,The company after more than a year of strategic adjustment,Business start on track.

　　在销售数据继续改善的情况下，尤其是在龙头企业格力电器的带动下，市场集中度进一步提高，11月前三大企业合计市场占有率达72%，与去年同期相比提升7.5个百分点。表现突出的格力电器11月市场占有率为46%，同比提升6.8个百分点，龙头地位得到进一步巩固，美的和海尔相对比较稳定，分别为21%、5%。

In the sales data continues to improve the situation,Especially in the leading enterprises along the gree electric appliances,To further improve market concentration,11 months ago three big enterprise total market share of 72%,Compared with the same period last year increased by 7.5%.Distinguishing the gree electric appliances November a 46% market share,Year-on-year 6.8% increased,Further consolidate the leading position,Beautiful and haier is relatively stable,Were 21%/5%.

　　随着海外市场的打开，行业景气度的提升和需求透支影响的不断弱化，预计明年空调行业整体销量将好于今年。家电下乡政策的退出将加剧中低端空调市场的竞争，龙头企业凭借自身的品牌、技术、服务等优势，市场份额有望得到进一步的提高。

With the opening of the overseas market,The boom of industry ascension and demand the influence of overdraft weakening,Next year is expected to air conditioning industry overall sales will be good in this year.Home appliances to the countryside policy exit will heighten ZhongDiDuan air conditioning market competition,Leading enterprises with their own brand/technology/Service advantage,Market share is expected to be further improved.