Core Viewpoint - A coalition of 19 air conditioning companies and research institutions, including Midea, Haier, and Xiaomi, has initiated the implementation of "aluminum replacing copper" standards, sparking market discussions [1] Industry Insights - The cost of copper constitutes over half of the material costs in a household air conditioner, with the price of copper rising significantly [1] - The price difference between copper and aluminum is approximately three times, with one ton of copper being much more expensive than aluminum [1] Company Developments - Some brands have indicated plans to launch aluminum-based household air conditioning products as early as 2026, while others have no current plans for "aluminum replacing copper" initiatives [1]
实探空调行业“铝代铜”落地 单吨价格差3倍 成本占比过半 门店:最快2026年有铝制产品
Di Yi Cai Jing·2025-12-17 03:16