鸿蒙空调、小米空调来袭 空调业变化几何？

Core Insights - The air conditioning industry is witnessing the rise of new players leveraging smart ecosystems, posing challenges to traditional leaders like Gree Electric, which has faced declining performance and stock prices [2][3] New Forces Rising - At the Hongmeng Smart Selection 2025 Autumn New Product Launch, health air was highlighted as a key focus area, with MEIPONT air conditioners selling out shortly after their launch [3] - MEIPONT's first batch of products sold over 4,000 units and generated over 10 million yuan in sales on the first day [3] - The MEIPONT air conditioners utilize advanced technologies recommended by Huawei, aiming to create a smart air conditioning experience [3][4] Industry Dynamics - The competition is intensifying with Midea Group signing a strategic cooperation agreement with Huawei to develop integrated smart home solutions [5] - Gree Electric is expanding its offline experience stores while also offering a ten-year free repair service, similar to Xiaomi's recent announcement [5][6] - The market is experiencing a price war, with Xiaomi introducing budget-friendly models, leading to pressure on mid-to-high-end air conditioning sales [5][6] Market Outlook - The emergence of new players is expected to accelerate market competition and drive technological upgrades within the air conditioning industry [6] - Analysts suggest that while Xiaomi focuses on cost-effectiveness, the Hongmeng Smart Selection air conditioners target the mid-to-high-end market, indicating a potential shift in market dynamics over time [6]