从科龙空调静省电Ultra上市，看空调行业从价格战转向价值战

Core Insights - The air conditioning industry is facing significant challenges in 2025, including intense price competition, a trend of "using aluminum instead of copper" leading to product downgrades, and severe product homogenization [1] - Kelong, with 41 years of expertise, launched the "Kelong Silent Energy Saving Ultra" series in August, focusing on user needs and aiming to shift the industry from price wars to value competition [1][2] Industry Challenges - The air conditioning industry is experiencing a high inventory level of 60 million units, forcing companies into a vicious cycle of price cuts to clear stock [1] - New entrants from other brands are increasing competitive pressure on traditional air conditioning brands [1] Kelong's Strategic Response - Kelong is undergoing a transformation to appeal to younger consumers, who prioritize high cost-performance and practicality [2] - The launch of the Silent Energy Saving series aims to break the perception that low prices equate to low quality, creating a new competitive landscape focused on value [2] Product Features - The Silent Energy Saving Ultra product features high-quality Meizhi compressors and dual 7mm copper pipes, ensuring better heat exchange efficiency and durability compared to common industry standards [5] - The product boasts an APF value of 6.26, exceeding new first-level energy efficiency standards, and is certified by authoritative bodies, ensuring genuine energy-saving claims [7] Design and Market Positioning - The product design aligns with the aesthetic preferences of younger consumers, featuring a minimalist white body and hidden display, suitable for various modern home styles [9] - Kelong targets a price range of 2000-3000 yuan, challenging the notion that high efficiency must come with high prices, thus promoting high-value products to a broader audience [9] Value Creation and Social Responsibility - Kelong emphasizes durability and stability in its products, rejecting the trend of planned obsolescence in large appliances [10] - The company actively supports national carbon reduction goals by utilizing advanced technologies to minimize energy consumption and carbon emissions [10] Future Directions - Kelong is collaborating with industry authorities to explore energy efficiency and comfort in extreme environments, reflecting its commitment to innovation [13] - The company aims to lead the industry towards a value-driven competition model, focusing on solid product development and long-term value creation for users [14]