Di Yi Cai Jing·2025-08-25 08:26Core Viewpoint - The competition in the air conditioning industry is not only about short-term sales but also about long-term quality and technological advancements [1] Group 1: Market Competition - Gree Electric's market director publicly invited Xiaomi to join a ten-year free repair program, highlighting ongoing disputes over sales data [3] - According to data from AVC, Xiaomi's online air conditioner sales surpassed Gree's in July, with market shares of 16.71% for Xiaomi (up 2.83% year-on-year) and 15.22% for Gree (down 1.1% year-on-year) [3] - Gree's online market share was reported at 17.65% in July, placing it second behind Midea, while Xiaomi was third with 15.73% [4] Group 2: Data Discrepancies - Industry insiders suggest discrepancies in data may arise from changes in statistical methods by AVC, raising questions about the reliability of these figures [5] - As of August 17, Gree's online market share was 17.71% and Xiaomi's was 15.77%, with Gree also leading in sales revenue at 23.35% compared to Xiaomi's 14.82% [5][6] Group 3: Long-term Strategy - Industry experts emphasize that competition should not focus solely on short-term sales but should consider long-term quality and market positioning [6] - Gree is responding to competition by launching AI-powered air conditioning products and reducing prices for mid-range models to enhance market competitiveness [7] - Xiaomi plans to increase its air conditioning production capacity significantly, aiming for an annual output of 3 million units by 2026 and a revenue target of 10 billion yuan by 2030 [6]