再牵手孟羽童，董明珠缺的不是流量

Core Viewpoint - The recent reconciliation between Gree's chairman Dong Mingzhu and former employee Meng Yutong is seen as a strategic move amid Gree's declining performance, with a 7.31% year-on-year revenue drop in 2024, marking the first negative growth in four years [1][2][3] Group 1: Company Performance - Gree's revenue has declined by 7.31% year-on-year in 2024, indicating the company's first negative growth in four years [1] - Competitors such as Midea and Haier continue to show positive growth, highlighting Gree's struggles in its core air conditioning business [1] - The company's diversification strategy has faced setbacks, contributing to concerns about its ability to adapt and innovate [1][2] Group 2: Strategic Moves - The partnership between Dong Mingzhu and Meng Yutong is intended to generate buzz and potentially improve short-term sales through live streaming [2][3] - Previous live streaming efforts, such as "Mingzhu Yutong Selection," have shown promise, but Gree's core business model may not align with the demands of a live-streaming sales approach [2] - The reliance on Dong Mingzhu's personal brand and traditional marketing strategies may hinder Gree's appeal to younger consumers [2][3] Group 3: Market Positioning - Gree's recent product offerings, such as the rose air conditioner, have been criticized for being unattractive and overpriced, limiting their appeal to younger demographics [2] - Competitors like Midea and Xiaomi have successfully attracted younger consumers through minimalist designs and smart home ecosystems, contrasting with Gree's current strategy [2] - The reconciliation with Meng Yutong may create temporary interest, but Gree's fundamental issues of strategic clarity and innovation remain unaddressed [3]