Core Viewpoint - The air conditioning industry is moving towards the adoption of aluminum instead of copper in their products, with several companies expressing commitment to a self-regulatory agreement, while Gree Electric Appliances has opted out, citing concerns over the reliability of aluminum technology [1] Group 1: Industry Response - Companies such as Haier, Midea, and Xiaomi have publicly committed to adhering to the self-regulatory agreement aimed at promoting the use of aluminum in air conditioning systems, indicating a collective effort to enhance the industry's image and competitiveness [1] - The self-regulatory agreement reflects the industry's strong anticipation for the technological shift towards aluminum, which is seen as a potential breakthrough for high-quality development in air conditioning [1] Group 2: Gree Electric's Position - Gree Electric has stated that it currently has no plans to adopt aluminum in its air conditioning units, emphasizing the advantages of copper in terms of thermal conductivity, corrosion resistance, and long-term reliability [1] - A technical leader from a major air conditioning brand noted that the industry had the capability to fully transition to aluminum technology two years ago, but the overall public acceptance and prevailing opinions have slowed down the adoption process [1] - Gree's absence from the self-regulatory agreement signals that the transition to aluminum still faces various technical challenges and uncertainties [1]

Group 1 - Major companies including Haier, Midea, and Xiaomi have committed to the self-discipline convention of the "Aluminum Replacement for Copper" technology in the air conditioning industry, aiming to drive breakthroughs and high-quality development in this area [1] - Dong Mingzhu, in response to the "aluminum replacement for copper" issue, stated that while aluminum can potentially replace copper, it has not yet reached the same technical standards and guarantees as copper, hence the company will continue to research until aluminum can fully replace copper [1] - Gree has indicated that it currently has no plans to adopt "aluminum replacement for copper," citing copper's advantages in thermal conductivity, corrosion resistance, and long-term reliability, and will not proceed until there is 100% confidence in the replacement [3] Group 2 - At the 2025 China Home Appliance Technology Annual Conference, the China Refrigeration Society released the group standard for the construction specifications of aluminum tube fin heat exchanger production lines for room air conditioners, with additional standards for aluminum heat exchanger raw material technology currently being developed [5] - The Ministry of Industry and Information Technology and nine other departments jointly issued the "Implementation Plan for High-Quality Development of the Aluminum Industry (2025-2027)" in March 2025, which emphasizes "using aluminum to save copper" as a key direction for expanding aluminum consumption and promoting its large-scale application in sectors like electricity and home appliances [5]

Core Viewpoint - The air conditioning industry is exploring the potential of aluminum as a substitute for copper, but leading companies like Gree emphasize that aluminum has not yet met the technical standards and reliability of copper [1][2]. Group 1: Industry Position on Aluminum Substitution - Gree's CEO, Dong Mingzhu, stated that while aluminum can potentially replace copper, the technology has not yet reached the necessary standards for safety and performance [1][2]. - Gree has no current plans to adopt aluminum in their products, citing copper's superior thermal conductivity, corrosion resistance, and long-term reliability [1][2]. Group 2: Industry Collaboration - Recently, companies such as Haier, Midea, and Xiaomi have united to adhere to the self-regulatory agreement of the "Air Conditioning Aluminum Reinforcement Application Research Working Group," aiming to enhance the industry's overall image and competitiveness [1][2]. - This collaboration is intended to drive breakthroughs in aluminum substitution technology and promote high-quality development within the air conditioning sector [1][2].

Core Viewpoint - Major companies in the air conditioning industry, including Haier, Midea, Xiaomi, and TCL, have committed to adhering to the "Self-Discipline Convention for Aluminum Reinforcement Application Research Working Group" to promote the "aluminum instead of copper" technology and enhance industry competitiveness. However, Gree Electric Appliances has notably not joined this initiative, expressing skepticism about the reliability of aluminum as a substitute for copper [1][3][5]. Group 1: Industry Developments - The air conditioning sector is focusing on the innovation and standardization of "aluminum instead of copper" technology, with new group standards being published for aluminum tube heat exchangers [3]. - Gree Electric Appliances has participated in the revision of national standards related to "aluminum instead of copper" but has not engaged in the self-discipline convention, highlighting its cautious stance on the technology [3][5]. - The ongoing debate over "aluminum instead of copper" has persisted for over a decade, often reignited by fluctuations in copper prices, which can account for 20% of the cost of an air conditioner [6]. Group 2: Technical and Economic Considerations - The cost of aluminum is significantly lower than that of copper, with aluminum costing about one-tenth of copper, which could lead to substantial price reductions for air conditioners if the transition is successful [6]. - Despite the potential cost benefits, copper's superior thermal conductivity, corrosion resistance, and long-term reliability present challenges for manufacturers considering the switch to aluminum [6]. - Experts suggest that the technology for a complete transition to aluminum has existed for two years, but progress has been slow due to public perception and varying technical capabilities among manufacturers [6][7]. Group 3: Strategic Implications - The push for "aluminum instead of copper" aligns with national strategies to reduce reliance on imported copper, as over 95% of copper used in China is imported, raising concerns about supply chain stability [7]. - The Ministry of Industry and Information Technology has proposed expanding aluminum consumption in various applications, including air conditioning, as part of a broader initiative for high-quality development in the aluminum industry [7]. Group 4: Gree's Position - Gree Electric Appliances maintains a conservative approach towards adopting "aluminum instead of copper," emphasizing the importance of product quality and consumer trust [9]. - The company has stated that it will not pursue aluminum until it can guarantee the quality and reliability of its products, reflecting a commitment to maintaining its brand reputation [9][10]. - With rising international copper prices exceeding $10,000 per ton, Gree's reluctance to adopt aluminum may lead to challenges in maintaining competitive pricing and managing supply chain risks [10].

文 | 《BUG》栏目 周文猛 近日，海尔、美的、小米、 TCL 等多家企业联合发声将遵守空调《空调铝强化应用研究工 作组自律公约》（下称"自律公约"），表态将全面认同并严格遵守公约各项条款，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。 值得注意的是，此次发声遵守"自律公约"的企业中，除了格力电器外，其他头部空调企业 均悉数到场。今年以来，格力电器先后多次表态"没有空调'铝代铜'计划"，在行业集体发声 遵循"自律公约"并有序推动"铝代铜"的背景下，格力的做法有些格格不入。 在与《 BUG 》栏目沟通中，格力最新回应称："目前没有'铝代铜'计划，铜材在导热性、 耐腐蚀性和长期可靠性方面具有优势，在没有 100% 把握之前，格力空调不会铝代铜"。 一方面，是整个空调行业对于"铝代铜"进展的热切观望，另一方面，却是头部厂商明确表 态"没有把握"。空调行业的"铝代铜"推进工作，道阻且长。 美的、海尔等共推"铝代铜" 格力却"缺席"了 近日举办的 2025 中国家电科技年会上，空调领域"铝代铜"创新应用及产业标准落地成为 一大重点。大会期间，由海尔、海信等企业参与的《房间空调器用铝管翅 ...

Core Viewpoint - Major air conditioning companies including Haier, Midea, Xiaomi, and TCL have committed to adhering to the "Self-Discipline Convention" for aluminum reinforcement in air conditioning, while Gree Electric has notably not joined this initiative, indicating a divergence in industry strategy regarding the "aluminum replacing copper" technology [2][3][5]. Group 1: Industry Commitment and Standards - The "Self-Discipline Convention" aims to enhance the industry's overall image and competitiveness, promoting the transition to aluminum in air conditioning systems [2]. - A significant focus at the 2025 China Home Appliance Technology Annual Conference was the innovation and standardization of aluminum applications in air conditioning, with several group standards being developed [3]. - Gree Electric's absence from the convention highlights its cautious stance on the aluminum replacement technology, contrasting with the collective commitment of other leading manufacturers [3][5]. Group 2: Gree Electric's Position - Gree Electric has reiterated its lack of plans to adopt aluminum in air conditioning until it can ensure 100% reliability, emphasizing the advantages of copper in terms of thermal conductivity and long-term reliability [5][6]. - The company has consistently expressed its concerns regarding the quality and performance of aluminum as a substitute for copper, with leadership stating that while aluminum can replace copper, it cannot guarantee the same quality [5][8]. Group 3: Technical and Economic Implications - The cost of copper can account for approximately 20% of the total cost of an air conditioner, while aluminum costs only about one-tenth of copper, suggesting significant potential for cost reduction if aluminum is successfully implemented [6]. - Despite the potential cost benefits, the physical properties of copper present challenges for manufacturers considering the switch to aluminum, leading to varied approaches among different brands [6]. - The push for aluminum replacement is also aligned with national strategies to reduce reliance on imported copper, enhancing supply chain stability [7]. Group 4: Market Dynamics and Future Considerations - The ongoing debate over aluminum versus copper has been fueled by rising copper prices, which have recently surpassed $10,000 per ton, prompting manufacturers to reconsider their material choices [8]. - Gree Electric's conservative approach may protect its brand reputation and customer trust, but it risks falling behind in a market increasingly driven by cost efficiency and material innovation [8].

e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 以下文章来源于e公司 ，作者证券时报 李映泉 11月末，工信部等六部门正式公布我国首批15家领航级智能工厂名单，格力电器旗下格力金湾智能制造工厂凭借"全价值链格力协同屋空调智能工厂"项目，成为广东省唯一 入选该名单的企业。 格力智能制造生产线负责人尤奕成介绍，该生产线上的机器人已经实现高水平的柔性化作业。"通过将AI视觉、环境感知与系统算法等深度融合，这些工业 机器人宛如生出了眼睛、耳朵和手一般，在保持高精度的同时，还能实现接近人工的灵活性。" 近日，证券时报记者对格力金湾智能制造工厂（下称"金湾工厂"）进行了实地探访。 在智能加工装备、工业机器人与物流装备的辅助下，这家工厂不仅创 下了每15秒下线一台空调的行业纪录，更以100%的数字化覆盖率、超80%的整体自动化率和80%的装备自主研制率，为制造业树立了可推广、可复制的行 业标杆。 在产品质检环节中，AI检测已经全面取 ...

Core Viewpoint - Gree Electric's Jinwan Intelligent Manufacturing Factory has been recognized as a leading smart factory in China, achieving significant automation and digitalization milestones in air conditioning production [1][6]. Group 1: Factory Achievements - The Jinwan factory has set a record of producing one air conditioner every 15 seconds, with a 100% digital coverage rate and over 80% overall automation rate [1][6]. - The factory has reduced the workforce on the production line from over 70 to approximately 20 by automating 86 out of 103 processes [2][6]. - AI-driven quality inspection has replaced manual checks, ensuring that each air conditioner undergoes automated testing of 16 critical indicators before leaving the production line [2][5]. Group 2: Technological Integration - Gree has developed industrial robots capable of handling loads from 1 kg to 600 kg, with over 2,000 units deployed in the Jinwan factory [3][7]. - The factory utilizes a comprehensive data management system that integrates real-time data collection, quality traceability, and intelligent material distribution [2][4]. - The establishment of an industrial internet platform has facilitated the interconnection of various systems, allowing for real-time monitoring of production metrics [4][5]. Group 3: Investment and Production Capacity - The total investment for the Jinwan factory is 15 billion yuan, with an annual production capacity of 12.3 million units and an expected annual output value of 18 billion yuan [6]. - The first phase of the project, with an investment of 5 billion yuan, has already achieved breakeven in its first year of operation [6]. Group 4: Future Plans and Replication - Gree plans to replicate the Jinwan factory model across 13 other air conditioning bases in various cities, enhancing its smart manufacturing capabilities [7]. - The upcoming third production line at the Jinwan factory aims to achieve full automation and 100% unmanned operation, expected to be operational by the end of this year or early next year [7].

证券时报记者 李映泉 11月末，工信部等六部门正式公布我国首批15家领航级智能工厂名单，格力电器旗下格力金湾智能制造工厂凭 借"全价值链格力协同屋空调智能工厂"项目，成为广东省唯一入选该名单的企业。 近日，证券时报记者对格力金湾智能制造工厂（下称"金湾工厂"）进行了实地探访。在智能加工装备、工业机器 人与物流装备的辅助下，这家工厂不仅创下了每15秒下线一台空调的行业纪录，更以100%的数字化覆盖率、超 80%的整体自动化率和80%的装备自主研制率，为制造业树立了可推广、可复制的行业标杆。 总装车间的"智造精度" 走进金湾工厂，首先映入眼帘的是格力电器自主研发的工业机器人"军团"，它们替代了过往大量的流水线工人， 成为了生产线的主角。 在总装集成智造车间内，据工作人员介绍，该车间480米长的外机生产线上，103个工序中86个已实现自动化，原 本需要70多人的产线，现仅需约20人。在诸如氦检、焊接、抽空灌注、商检测试、激光打标、外观检测、套袋包 装等关键工序中均已实现无人化作业。 以空调产品装箱的工序为例，记者看到，机器人会先将压平的纸箱铺开，精准撑起四角，为了让纸箱与空调机身 更紧密地贴合，仿生机械臂还会像工人 ...

Core Viewpoint - Gree Electric's Zhuhai Jinwan Intelligent Manufacturing Factory has been recognized as one of the first "Leading" intelligent factories in China, showcasing significant advancements in smart manufacturing capabilities and automation levels [1][9]. Group 1: Factory Recognition and Achievements - The factory was selected as the only representative from Guangdong Province in the first batch of "Leading" intelligent factories by the Ministry of Industry and Information Technology and five other departments [1]. - Gree Jinwan's intelligent manufacturing factory achieved a remarkable transition from "Excellent" to "Leading" level within just six months, demonstrating its advanced smart manufacturing capabilities [1]. - The factory has an annual production capacity of 12.3 million units and an annual output value of 18 billion yuan, with the first phase of the project expected to break even in 2024 [1]. Group 2: Automation and Technology - The overall automation rate of the factory exceeds 80%, with 86 out of 103 processes on the assembly line automated, reducing the workforce from over 70 to approximately 20 [4]. - Gree's self-developed robots play a crucial role in production, achieving unmanned operations in key processes such as inspection, welding, and packaging [2][4]. - The factory employs advanced technologies like visual recognition and environmental perception, allowing robots to operate with high precision and flexibility [4]. Group 3: Intelligent Manufacturing Model - Gree has introduced the "Gree Collaborative House" intelligent manufacturing model, which integrates industrial internet platforms, data centers, and AI algorithms to enhance operational efficiency across the value chain [7]. - The production planning system allows for precise scheduling down to individual machines, enabling the factory to operate like an "intelligent brain" for automated and accurate production management [9]. - The factory aims to serve as a "mother factory" to promote its intelligent manufacturing model to new bases in various cities, enhancing collaboration and innovation across the industry [9].