Sou Hu Cai Jing·2025-08-18 06:52Core Insights - Xiaomi's air conditioner online sales in July surpassed industry leader Gree, with market shares of 16.71% and 15.22% respectively, marking a significant shift in the competitive landscape [1][2][3] Market Performance - Xiaomi's air conditioner market share increased by 2.83% compared to the previous year, while Gree's market share decreased by 1.1% [2] - The average price of Xiaomi air conditioners is 2513 yuan, which is lower than Gree's average price of 3488 yuan, indicating a price advantage for Xiaomi [2] Competitive Advantages - Xiaomi's success is attributed to three main advantages: 1. Pricing Strategy: Xiaomi offers more affordable options that appeal to budget-conscious young consumers [6][7] 2. Smart Technology: Xiaomi's smart home ecosystem provides convenience and ease of use, making it attractive to tech-savvy consumers [6][7] 3. Product Innovation: Xiaomi focuses on addressing traditional air conditioning pain points and leverages partnerships with established manufacturers to enhance product performance while keeping costs low [6][7] Industry Dynamics - The rise of Xiaomi in the air conditioning market poses a challenge to established brands like Gree, which have historically dominated the market [7] - Despite Xiaomi's online sales success, the overall air conditioning market still sees significant offline purchasing, where traditional brands maintain strong positions [7][9] Future Outlook - The sustainability of Xiaomi's growth in the air conditioning sector remains to be seen, as competitors may respond to regain market share [9]