空调“铜铝大战”再起：董明珠的态度，或许比答案更重要

Core Viewpoint - The ongoing debate in the air conditioning industry about whether aluminum can replace copper has been reignited, with Gree's leader, Dong Mingzhu, firmly stating that Gree will not adopt aluminum in place of copper [1][5]. Industry Analysis - Dong Mingzhu maintains that while aluminum can technically replace copper, the critical issue lies in the current maturity of technology to support long-term and stable user scenarios [5][6]. - Copper has been the default choice in the industry due to its excellent thermal conductivity, corrosion resistance, and mature processing techniques, while aluminum offers advantages such as being lighter, cheaper, and more abundant, making it attractive for cost control and large-scale manufacturing [6][8]. - The industry is increasingly moving towards aluminum substitution, with many brands already using aluminum in mid-range products or non-core components, and some companies are exploring ways to enhance aluminum's reliability through various treatments and modifications [6][7]. Company Position - Gree's decision to retain copper in core systems is seen as a cautious approach, especially as most companies are seeking more cost-effective and efficient solutions [8][10]. - The distinction in Gree's approach lies in its different standards for assessing "usable" versus "long-term reliable use," emphasizing that material selection is a long-term risk management issue, particularly for high-frequency, long-cycle appliances like air conditioners [11][12]. - Dong Mingzhu's stance reflects a commitment to ensuring that aluminum does not replace copper until it meets equivalent technical conditions and guarantees [14][15]. Future Outlook - The debate over aluminum versus copper is not a binary issue; it represents a technology route that is being continuously validated, with different companies adopting varying strategies based on their priorities [15][17]. - The ultimate resolution of this "copper-aluminum war" will depend on time, large-scale applications, and real data from long-term usage, with Gree's approach focusing on user responsibility rather than merely cost and parameters [17].