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格力电器副总裁胡余生:暂时没有铝代铜的计划
GREEGREE(SZ:000651) news flash·2025-06-09 10:09

Core Viewpoint - Gree Electric Appliances' Vice President Hu Yusheng stated that the company currently has no plans to replace copper with aluminum in air conditioning units due to significant performance and reliability concerns despite the lower cost of aluminum [1] Group 1: Company Insights - Copper is a core raw material for air conditioners, accounting for approximately 20% of the production cost [1] - Aluminum costs about 1/10 of copper in terms of material price, but it has inferior properties in terms of melting point, thermal conductivity, resistivity, corrosion resistance, and long-term reliability [1] - The company emphasizes that without guaranteed performance, quality, and reliability, there will be no shift to aluminum as a substitute for copper [1] Group 2: Industry Context - Market analysis suggests that rising copper prices could lead to increased production costs for air conditioners, making the "aluminum substitution" a significant cost-reduction strategy [1] - Several companies in the home appliance industry are already promoting the application of "aluminum substitution" in air conditioning units [1]