每經AI快訊，華泰(tai)證券研(yan)報指(zhi)出(chu)，展(zhan)望(wang)2023年6月，國內前(qian)24周空(kong)(kong)(kong)調(diao)(diao)品類(lei)線(xian)(xian)上/線(xian)(xian)下銷(xiao)售量同(tong)比表現趨(qu)勢上行(奧維云網數據顯示，前(qian)24周空(kong)(kong)(kong)調(diao)(diao)線(xian)(xian)上/線(xian)(xian)下累計(ji)銷(xiao)售量分(fen)(fen)別同(tong)比+44.8%/+9.2%，而前(qian)20周為+25.0%/+3.9%)。隨著空(kong)(kong)(kong)調(diao)(diao)進入(ru)旺(wang)季，高(gao)溫天氣(qi)進一步強化普及及置換需求釋(shi)(shi)放，618期(qi)間(jian)龍(long)頭產(chan)(chan)品性(xing)價比提升，市(shi)場份額或(huo)有(you)所集中。產(chan)(chan)業(ye)在(zai)(zai)線(xian)(xian)6月空(kong)(kong)(kong)調(diao)(diao)排產(chan)(chan)量同(tong)比+33.6%，部分(fen)(fen)地區氣(qi)溫偏高(gao)的(de)情況(kuang)下，產(chan)(chan)業(ye)預期(qi)仍較(jiao)樂觀，因此我們預計(ji)6月空(kong)(kong)(kong)調(diao)(diao)內銷(xiao)出(chu)貨有(you)望(wang)維持較(jiao)高(gao)增長(chang)態勢。出(chu)口雖仍受(shou)歐(ou)美經濟波動影(ying)響，但廣交會舉(ju)辦后出(chu)口訂單增量積極(ji)，5月出(chu)口同(tong)比已經轉正(zheng)，訂單的(de)正(zheng)向(xiang)效應在(zai)(zai)6月或(huo)能繼續釋(shi)(shi)放。