Di Yi Cai Jing·2025-08-25 10:01Core Viewpoint - The competition between Xiaomi and Gree in the air conditioning market has intensified, with both companies disputing sales rankings and market shares [2][8]. Group 1: Sales Data and Market Share - According to data from AVC, as of July 2025, Xiaomi's online market share for air conditioners reached 16.71%, a year-on-year increase of 2.83%, while Gree's market share was 15.22%, reflecting a decline of 1.1% [6]. - As of August 17, 2025, Gree maintained a higher online market share at 17.71% compared to Xiaomi's 15.77% [8]. - In terms of sales revenue, Gree's online sales revenue share was 23.35%, significantly higher than Xiaomi's 14.82% [8]. Group 2: Industry Insights and Strategies - Industry experts suggest that sales data should be evaluated over a longer period and across all channels, not just online sales [9]. - Gree's offline market share for sales revenue was 29.42%, while Xiaomi's was only 0.26%, indicating a substantial gap [9]. - Gree is responding to competition by launching new AI-powered air conditioning products and adjusting supply prices to retailers, with some mid-range products seeing a price reduction of about 10% [10]. Group 3: Future Plans and Market Positioning - Xiaomi plans to expand its air conditioning production capacity, with a new factory in Wuhan expected to produce 3 million units annually by 2026, aiming for a revenue target of 10 billion yuan by 2030 [9]. - In the second quarter, Xiaomi's air conditioner shipments exceeded 5.4 million units, with a year-on-year growth rate of over 60% [10].