Sou Hu Cai Jing·2025-12-22 04:05Core Viewpoint - The ongoing "copper vs aluminum" debate in the air conditioning industry has intensified, with major brands like Haier, Midea, and Xiaomi advocating for the use of aluminum pipes instead of copper, while Gree insists on sticking with copper due to concerns over quality and durability [1][7][15]. Cost and Pricing - The primary reason for the shift to aluminum is cost reduction, with aluminum prices around 22,000 yuan per ton compared to copper prices of 60,000-80,000 yuan per ton, resulting in a cost saving of approximately 380 yuan per unit when switching from copper to aluminum for a 1.5 HP air conditioner [3][20]. - The retail price of aluminum pipe air conditioners has dropped to between 1,599-1,699 yuan, which is about 400 yuan cheaper than similar copper models, contributing to a decrease in average prices for mid-range air conditioners from 2,500-3,000 yuan to below 2,000 yuan [3][20]. Consumer Concerns - Consumers are worried about the durability of aluminum pipes compared to copper, as copper has a thermal conductivity approximately 1.7 times greater than aluminum and a lifespan of 15-20 years, while aluminum pipes typically last less than 8 years, although optimized products can reach over 10 years [4][19]. - The lack of clear labeling on product materials has led to consumer confusion, with many unable to distinguish between aluminum and copper models, raising concerns about their right to know [6][19]. Industry Standards and Trends - The air conditioning industry has split into two camps: 19 companies, including Midea and Haier, have formed a group to promote aluminum heat exchangers and adhere to a self-regulatory agreement, while Gree and Philips have opted not to participate [6][10]. - The industry is moving towards establishing clearer standards, with a new group standard for aluminum heat exchangers being developed, and a national standard revision expected to enhance material labeling and durability indicators by 2026 [9][12]. Technological Development - The shift to aluminum is supported by advancements in microchannel technology, which can potentially improve heat exchange efficiency by 20-30% compared to traditional copper pipes, although concerns remain about corrosion and maintenance challenges in harsh environments [19][20]. - The government is promoting the use of aluminum as a strategic resource, with policies encouraging its application in various sectors, including home appliances, indicating a long-term trend towards aluminum substitution [12][20].