鸿蒙空调、小米空调来袭，空调业变化几何？

Core Insights - The air conditioning industry is experiencing intensified competition driven by new players leveraging smart ecosystems, leading to a shift in market dynamics [1][3][7] Industry Dynamics - Traditional leaders like Gree Electric (000651.SZ) are facing pressure from emerging competitors, with Gree's stock hitting a year-low of 39.3 yuan per share on September 26 [3] - The competition landscape is characterized by price wars, technological advancements, and service enhancements [3][6] Emergence of New Players - The new player MEIPONT, in collaboration with Huawei's HarmonyOS ecosystem, has launched smart air conditioning products that emphasize technology integration and user experience [4][5] - MEIPONT's initial product launch saw sales exceeding 4,000 units and revenue surpassing 10 million yuan on the first day [4] Competitive Strategies - Xiaomi has also made significant strides in the air conditioning market, achieving a 14.73% share in the online segment, a 3.78 percentage point increase year-on-year, ranking third behind Midea and Gree [5] - Midea has signed a strategic partnership with Huawei to develop integrated smart home solutions, while Gree is expanding its offline experience stores [6] Service and Pricing Competition - The competition is not only about technology but also service, with Gree and Xiaomi both offering ten-year free repair services for their air conditioners [6] - Xiaomi's introduction of budget-friendly models has intensified price competition, impacting mid-to-high-end sales, while Gree has opted not to engage in price wars [6] Market Outlook - Analysts suggest that the influx of new players will accelerate market competition and technological upgrades, similar to past trends in the television industry [7] - However, some experts caution that while Xiaomi's air conditioning business has matured over ten years, MEIPONT's entry is still in its early stages and may take time to establish a market presence [7]