空调TOP3也内卷？618头部阵营增长强劲

Group 1 - Xiaomi's President Lu Weibing clarified that the goal of entering the top three in the air conditioning industry is expected to be achieved by 2030, expressing respect for industry leaders Midea and Haier [1] - The air conditioning market showed strong performance during the 618 shopping festival, with a total production of 20.75 million units in June, reflecting a year-on-year increase of 17% [2] - Despite the rise of second-tier brands like Xiaomi and TCL, Midea, Gree, and Haier continue to dominate the market, showcasing their absolute advantages in consumer perception and market share [2] Group 2 - The competition among the top three brands has intensified, with Gree's sales growth exceeding 10%, Midea's growth approaching 50%, and Haier's online growth surpassing 80% during the 618 sales event [2][3] - Gree leveraged a high-profile live-streaming event to drive significant traffic, while Midea focused on price-sensitive consumers by enhancing its value proposition through additional subsidies [3] - Haier has maintained a long-term focus on technology, showcasing its air conditioning products' performance in extreme conditions and applying advanced technology across a broader product line [3][4] Group 3 - The air conditioning industry is undergoing a transformation from a single-dimensional competition to a multi-faceted race, emphasizing energy efficiency, intelligence, comfort, reliability, and specific scenario solutions [4] - Continuous investment and innovation in these dimensions are crucial for leading companies to maintain their competitive edge and seek breakthroughs in a seemingly stable market [4]