Core Insights - The air conditioning industry in China is shifting focus from basic functions to user experience, emphasizing health, smart energy-saving, and seamless interaction [1] - Haier Air Conditioning has demonstrated significant growth, achieving a 31% year-on-year increase in sales in the first three quarters, surpassing its total revenue for 2024 within just nine months [1][2] - The company's long-term strategy and technological capabilities have positioned it well within the HVAC industry, with over 40 years of experience and leadership in multiple technological advancements [2] Industry Trends - The air conditioning market is evolving towards more refined and scenario-based products, driven by advancements in energy efficiency, environmental sustainability, and smart technology [1] - Haier Air Conditioning is focusing on "product leadership" to navigate industry transformation, with over 90% of its products set to lead the market by the end of the year [2][3] Technological Innovations - Haier has established a comprehensive technical system, having led the formulation of 31 national standards and developed a rigorous testing process for its products [2] - The company is advancing its "explosive product" strategy, targeting specific user pain points, such as energy-saving solutions, with over 1.1 million units of its energy-saving air conditioners sold this year [3] User Engagement - Haier emphasizes direct interaction with users, incorporating their feedback into product development, as seen in its recent "AI Good Air" event where users experienced new technologies firsthand [3][8] - The company aims to create a closed-loop process around user needs, ensuring that all aspects from development to service are user-centric [8] Product Matrix - Haier showcases a diverse AI product matrix addressing health, comfort, and energy efficiency, including models that utilize AI technology for personalized air management [6][8] - The introduction of products like the AI Lazy Fresh Air Conditioner reflects Haier's commitment to user-driven innovation, simplifying operation and enhancing user experience [8]
解码海尔空调高增长逻辑:深耕“AI好空气”,与用户双向奔赴