2025-26年,由于不季节性降雨,印度空调的销售量将下降10-15%,但随着GST的下降和即将出台的效率规则,预期会恢复。 Indian AC sales to drop 10–15% in 2025–26 due to unseasonal rains, but recovery expected with lower GST and upcoming efficiency rules.

预计2025-26财政年度印度室内空调销售量将下降10-15%,从创纪录的高点降至11.0-1150万台,原因是4月至7月的不季节性降雨减少了热浪日,需求减弱,尤其是在印度北部和中部。 Indian room air conditioner sales are projected to drop 10-15% in fiscal year 2025-26 to 11.0–11.5 million units, down from a record high, due to unseasonal rains in April–July reducing heatwave days and weakening demand, particularly in North and Central India. 预计后半期将部分恢复,其驱动因素是天气预报变暖以及GST从28%降至18%,这可能在2026年1月新的能源效率规则出台之前推动预购。 A partial recovery is expected in the second half driven by warmer weather forecasts and a GST reduction from 28% to 18%, which may boost pre-buying ahead of new energy efficiency rules in January 2026. 由于气温上升、家庭渗透率低、城市化以及对高效模型的需求,长期需求仍然强劲。 Long-term demand remains strong due to rising temperatures, low household penetration, urbanization, and demand for efficient models. 该行业计划在未来两年内提高40-50%的生产能力,在政府一项旨在到2027-28年将AC制造业的国内含量提高到70-75%的PLI计划的支持下,投资额达到4,500-5,000克朗。 The industry plans a 40–50% capacity increase over the next two years with ₹4,500–5,000 crore in investment, supported by a government PLI scheme aiming to raise domestic content in AC manufacturing to 70–75% by 2027–28.