Core Viewpoint - Recent copper price surge has raised concerns about potential air conditioner price increases, prompting companies like Gree Electric to assure consumers of no price hikes and no plans for "aluminum replacing copper" initiatives [1][6]. Group 1: Copper Price Impact - Copper prices have recently reached nearly 100,000 yuan per ton, leading to consumer worries about rising air conditioner prices [1]. - The home appliance industry is increasingly discussing the optimization of "aluminum replacing copper" technology to reduce costs due to soaring copper prices since the second half of 2025 [5]. Group 2: Company Responses - Gree Electric has publicly committed to not raising prices for its home air conditioners and has no current plans for "aluminum replacing copper" [1]. - Gree Electric has expressed concerns regarding the performance and reliability of aluminum compared to copper, citing significant differences in parameters such as melting point, thermal conductivity, resistivity, and corrosion resistance [6]. Group 3: Industry Trends and Standards - The Chinese home appliance industry is accelerating the promotion of "aluminum replacing copper" and related standard formulations, despite existing technical challenges and disagreements regarding the physical advantages of copper [7]. - The China Household Electrical Appliances Association has stated that "aluminum replacing copper" is not inherently negative, emphasizing that quality must not be compromised and consumer rights must be respected [7].

Core Viewpoint - The rising copper prices and the national policy of "using aluminum to replace copper" have brought the development of aluminum in air conditioning to a critical juncture, with industry standards still under discussion [1][3]. Group 1: Industry Trends - The price of copper futures has exceeded $10,000 per ton, leading to increased pressure on air conditioning prices, with some companies announcing price hikes of 2% to 5% [4]. - The Chinese household appliance research institute has formed a working group to explore the application of aluminum in air conditioning, with 19 member units including major air conditioning manufacturers [3][4]. - The cost of copper constitutes about 40% of the bill of materials (BOM) for air conditioning units, making the industry particularly sensitive to fluctuations in copper prices [4]. Group 2: Company Responses - Gree Electric Appliances has stated that it will not raise air conditioning prices and has no current plans to adopt aluminum in place of copper, citing that aluminum has not yet reached the same technical standards as copper [3][6]. - Other companies, such as Wanbao Air Conditioning, have begun to experiment with aluminum, launching a model priced 20% lower than copper-based units [6]. - Gree's market strategy appears to be focused on maintaining high prices to enhance its competitive position, despite rising material costs [4][5]. Group 3: Technical Considerations - The performance standards for aluminum alloy pipes in air conditioning applications are still being defined, with ongoing research into their thermal conductivity and corrosion resistance [7][9]. - The thickness and structure of aluminum pipes have been adjusted to improve heat exchange efficiency, making them comparable to copper pipes [7]. - There is a consensus that while aluminum may not completely replace copper, a hybrid approach using both materials is likely to develop rapidly [6][9]. Group 4: Future Outlook - The industry anticipates that the national standards for air conditioning heat exchangers will be revised by 2026, which may include guidelines for the use of aluminum [9]. - Research into the long-term reliability and performance of aluminum in air conditioning applications is ongoing, with expectations for improved understanding and technology in the coming years [8][9].

Group 1 - The core material for air conditioners, copper, has recently seen a price surge, reaching nearly 100,000 yuan per ton, raising concerns about potential air conditioner price increases [1] - Gree Electric Appliances has committed to not raising prices for its household air conditioners and has no current plans to adopt "aluminum instead of copper" technology [1] - Gree is actively responding to the national subsidy policy for home appliances by ensuring consumer benefits and maintaining a ten-year free repair service standard [1] Group 2 - China is a "rich in aluminum but poor in copper" country, relying on imports for about 80% of its copper, while producing 60% of the world's electrolytic aluminum [2] - The air conditioning industry is focusing on the "aluminum instead of copper" initiative, but there are technical challenges and disagreements regarding the physical advantages of copper in terms of thermal conductivity, corrosion resistance, and long-term reliability [2] - Complaints about air conditioners increased by 22% year-on-year in the first half of 2025, with issues like "cooling decline" and "pipeline leakage" often associated with "aluminum instead of copper" models [2] Group 3 - Gree's chairman stated that while aluminum can potentially replace copper, the current technology does not meet the same standards, and the company will continue to research until aluminum can fully substitute copper [4] - The China Household Electrical Appliances Association indicated that "aluminum instead of copper" is not inherently negative, but quality must not be compromised, and consumer rights must be respected [4]

格力电器今日（1月5日）发布声明称：近期，公司陆续收到投资者及媒体就部分企业推出空调涨价和'铝 代铜'计划等相关问题的咨询，询问公司的态度和计划。公司现说明如下： 格力积极响应2026年家电国家补贴政策，切实让利消费者。格力承诺，格力家用空调不涨价。 格力电器进一步表态称，为满足格力家用空调十年免费包修服务标准，暂无"铝代铜"相关计划。未来若 相关研究能完全满足格力质量和技术标准要求并正式应用，将予以明确标注，充分保障消费者的知情权 与选择权。 近年来，随着铜价大幅上涨，用成本较低的"铝替代铜"被认为是降低生产成本的有效方式之一。 董明珠曾多次回应"铝代铜"问题 作为行业龙头，格力与美的、海尔、奥克斯、小米等共同参与了《房间空气调节器用热交换器》国家标 准的修订，不过未参与《空调铝强化应用研究工作组自律公约》的联合发声。 早在2023年度股东大会上，董明珠就表示，已经有部分空调企业开始用"铝代替铜"作为原材料。目前来 看，铝作为替代，其耐久性和稳定性无法得到保证。所以，在没有百分之百的把握之前，格力就绝对不 会使用"铝代铜"。 去年12月，董明珠在谈及空调行业"铝代铜"问题时表示，"'铝代铜'能不能代？可以代 ...

今天格力一则消息，将空调"铝代铜"争议推上热搜。格力电器承诺家用空调不涨价，并再次重申公司暂 无"铝代铜"相关计划。董明珠表示，已研究相关技术，但还没有达到铜的同等技术保障。此前，多家空 调企业发表联合声明称，将共同维护行业整体形象与竞争力，为空调"铝代铜"技术突破与高质量发展注 入动力。 "铝代铜"争议的背后是铜价创纪录上涨带来的全行业成本焦虑。国际市场上，LME铜价2025年全年涨幅 达42.52%，而铜占空调原材料成本约21%，当前铝的价格只有铜的1/3不到，成本优势显著。 从行业现状来看，寻求成本控制手段迫在眉睫，"铝代铜"看似是一根救命稻草。然而消费者这边，他们 对产品质量的要求不会因为行业困境而降低，铜在性能上的优势让大家对 "铝代铜"后的质量心存担 忧。 这背后反映出行业在发展中面临的巨大挑战，成本和质量就像天平的两端，稍有不慎就会失衡。行业不 能只盯着成本，否则失去消费者信任，最终自食恶果。"铝代铜"并非洪水猛兽，但前提是确保质量底 线。企业要积极创新，寻找既能降低成本又能保证质量的办法。只有这样，空调行业才能在这场风暴中 存活并发展下去，为消费者提供优质产品。 ...

Group 1 - The total wealth of the world's top ten billionaires increased by nearly $600 billion last year, surpassing $2.5 trillion [3] - The purchase limit for iMoutai has been reduced from 12 bottles to 6 bottles, with over 100,000 users purchasing the product within three days [4] - Gree Electric Appliances has committed to not raising prices on home air conditioners and will offer a ten-year free repair service [5] Group 2 - The A-share commercial aerospace concept saw a significant increase, with Jin Feng Technology reaching its daily limit [6] - Tencent responded to AI model errors that resulted in inappropriate user interactions, attributing it to a rare model output anomaly [7] - The price of gold jewelry has risen to 1,376 yuan, with international gold prices returning to $4,400 [7]

【太平洋科技快讯】1 月 5 日消息，格力电器通过官方公众号"格力文传"发文表示，近期，公司陆续收 到投资者及媒体就部分企业推出涨价和"铝代铜"计划等相关问题的咨询，询问公司的态度和计划。公司 现说明如下： 格力积极响应 2026 年家电国家补贴政策，切实让利消费者。公司承诺，格力家用空调不涨价。同时， 为满足格力家用空调十年免费包修服务标准，公司暂无"铝代铜"相关计划。未来若相关研究能完全满足 格力质量和技术标准要求并正式应用，公司将予以明确标注，充分保障消费者的知情权与选择权。 ...

Core Viewpoint - Gree Electric Appliances has committed to not raising prices for home air conditioners and has no current plans to replace copper with aluminum, responding to market concerns about price increases and material changes [1] Group 1: Company Commitment - Gree Electric Appliances is responding to the 2026 national subsidy policy for home appliances by ensuring that consumers benefit from price stability [1] - The company has stated that it will maintain its ten-year free repair service standard for home air conditioners without implementing any "aluminum for copper" plans at this time [1] Group 2: Industry Context - The response from Gree is a public acknowledgment of recent industry dynamics and aligns with the implementation of the 2026 home appliance subsidy policy, indicating a clear brand stance on balancing costs and consumer demand [1]

格力积极响应2026年家电国家补贴政策，切实让利消费者。我们承诺，格力家用空调不涨价。同时，为满足格力家用 空调十年免费包修服务标准，我们暂无"铝代铜"相关计划。未来若相关研究能完全满足格力质量和技术标准要求并正 式应用，我们将予以明确标注，充分保障消费者的知情权与选择权。 1月5日，据"格力文传"公众号，格力发布《关于近期市场关切问题的说明》。 近期，公司陆续收到投资者及媒体就部分企业推出空调涨价和"铝代铜"计划等相关问题的咨询，询问公司的态度和计 划。公司现说明如下： 来源：格力文传 （文章来源：证券时报） ...

Core Viewpoint - Gree Electric Appliances has committed to not raising prices for its home air conditioners in response to the national subsidy policy for home appliances by 2026, while also stating that it currently has no plans to adopt the "aluminum instead of copper" strategy due to quality and technical standards concerns [1][3]. Group 1: Company Response - Gree Electric Appliances announced through its official WeChat account that it will not increase the prices of its home air conditioners, aligning with the national subsidy policy for home appliances [1]. - The company emphasized that it has no current plans to implement the "aluminum instead of copper" strategy, as it aims to meet the ten-year free warranty service standard for its home air conditioners [1]. - Gree stated that any future application of aluminum materials will be clearly marked only if they meet the company's quality and technical standards [1]. Group 2: Industry Developments - The home appliance industry has been exploring the "aluminum instead of copper" process to reduce costs due to soaring copper prices since 2025 [1]. - The Ministry of Industry and Information Technology and ten other departments issued a plan in March 2025 to enhance the high-end supply level of aluminum products and expand their application in various sectors, including automotive and home appliances [1]. - The China Refrigeration Society released a group standard for the construction of aluminum tube fin heat exchanger production lines for room air conditioners, which will accelerate the transition to aluminum technology [2]. Group 3: Industry Discrepancies - Despite the emergence of relevant standards, there are still disagreements within the industry regarding the adoption of aluminum heat exchangers [3]. - Leading air conditioning companies, including Midea, Xiaomi, TCL, and Haier, initiated a self-regulation agreement to promote the characteristics of aluminum heat exchangers and enhance consumer trust in industry products and technologies [3]. - Gree Electric Appliances has maintained a cautious stance on the aluminum substitution process, citing significant differences in parameters such as melting point, thermal conductivity, resistivity, and corrosion resistance compared to copper [3].