Jin Tou Wang·2025-06-25 07:10Core Insights - The competitive landscape of the air conditioning industry remains stable, with the top three players—Midea, Gree, and Haier—maintaining their positions despite new entrants' ambitions [1][3][6] Group 1: Market Performance - During the 618 shopping festival, Midea, Gree, and Haier secured the top three spots in the air conditioning market across major platforms like JD, Tmall, and Douyin [3][6] - Midea's online sales grew nearly 50%, Gree's online sales increased over 10%, and Haier's online business surged by 80% during the same period [6][8] Group 2: Strategic Approaches - Midea's growth was driven by trade-in subsidies and a focus on globalization and brand ownership, including acquisitions like KUKA Robotics and Toshiba's white goods [6][8] - Gree achieved significant sales through popular models and is exploring new growth avenues in renewable energy [6][8] - Haier leveraged its technological strengths with products like the "Net Energy Saving Series" and "Air Washing Air Conditioner 2.0," achieving substantial sales in extreme conditions [6][8] Group 3: Consumer Behavior - The results of the 618 festival reflect a shift in consumer mindset, with buyers becoming more informed and rational, relying on professional reviews and product comparisons rather than just marketing [8] - The enduring success of the top three brands indicates that consumers prioritize products with core technological advantages and reliable quality over transient marketing trends [8]