格力电器战略解读：变与不变

Core Viewpoint - The article discusses the strategic balance between change and stability that Chinese manufacturing, particularly Gree Electric Appliances, must navigate in an era of economic uncertainty and transformation [1][2]. Group 1: Gree's Stability - Gree Electric Appliances focuses on its core business of air conditioning, avoiding real estate and financial sectors, which has allowed it to build a strong competitive moat [4][5][6]. - The company has established a "strategic filtering mechanism" to evaluate new business opportunities, ensuring they align with its core competencies [6][8]. - Gree's commitment to quality is evident in its rigorous quality control measures, which have significantly reduced repair rates and enhanced brand reputation [7][9]. Group 2: Gree's Change - Gree is transitioning from a purely specialized approach to a related diversification strategy, leveraging its core technology in air conditioning to expand into home appliances and industrial products [14][15][16]. - The brand has undergone five iterations of its brand philosophy, evolving from a focus on product functionality to a global value-driven approach [17][18][19]. - Gree's channel strategy has shifted towards a more integrated and experiential model, enhancing customer engagement and sales efficiency [20][21][22]. Group 3: Industry Context - The Chinese home appliance industry is experiencing a significant reshuffle, driven by consumer upgrades and market challenges, necessitating strategic decisions from leading companies like Gree [2][24]. - The article emphasizes the importance of balancing short-term pain with long-term value in the face of rapid technological and market changes [23][24].