Guo Ji Jin Rong Bao·2025-08-19 14:22Core Viewpoint - The competition between Xiaomi and Gree in the air conditioning market has intensified, with Xiaomi reportedly surpassing Gree in online sales for July, leading to discussions and disputes on social media [2][3]. Group 1: Market Performance - According to data from Aowei Cloud Network, Xiaomi's online air conditioning sales surpassed Gree's in July, positioning Xiaomi as the second-largest player in the online market [2][3]. - Gree's market director, Zhu Lei, contested the claims, stating that the data shared by a social media user did not align with Aowei's official statistics, asserting that Gree still held the lead in the online market [3][4]. - Aowei Cloud Network has faced scrutiny in the past regarding its data accuracy, as seen in previous disputes between Gree and Midea over market share claims [9]. Group 2: Company Performance - Xiaomi reported a revenue of 116 billion yuan for Q2, marking a 30.5% year-on-year increase, with a net profit of 10.8 billion yuan, up 75.4% [10]. - The revenue from IoT and lifestyle consumer products reached 38.7 billion yuan, a 44.7% increase, driven by a 66.2% rise in smart home appliance sales [10]. - In Q2, Xiaomi's air conditioning shipments exceeded 5.4 million units, reflecting a year-on-year growth rate of over 60% [10].