Core Viewpoint - The air conditioning after-sales market is a lucrative but often overlooked sector, with high service costs and a lack of regulation, leading to consumer dissatisfaction and potential investment opportunities for companies willing to innovate in service quality [2][11][24] Group 1: Consumer Sentiment - Consumers are increasingly frustrated with high after-sales service costs, feeling that they often pay more for repairs than for new units, leading to a perception that "repairing is more expensive than buying" [5][7][10] - The high costs associated with air conditioning maintenance, such as filter replacements and cleaning, have sparked discussions among users, indicating a widespread concern about pricing transparency and service quality [4][11] Group 2: Market Dynamics - The air conditioning market is currently experiencing a price war, with many brands offering units at significantly lower prices, while after-sales service remains a high-margin area that lacks oversight [2][21] - Major brands like Gree and Midea are enhancing their after-sales service networks to address consumer pain points, with Gree boasting over 15,000 authorized service points and Midea expanding its service offerings [18][21] Group 3: Service Quality and Competition - The after-sales service landscape is characterized by a mix of brand-owned teams, large retailers, and third-party service providers, leading to inconsistencies in service quality and pricing [16][24] - Companies are recognizing the importance of after-sales service as a competitive differentiator, with some brands implementing policies like "365 days only replace, not repair" to improve customer satisfaction [18][21] Group 4: Regulatory and Industry Trends - There is a growing need for standardized regulations in the after-sales service market to protect consumers and ensure fair pricing practices [24] - The air conditioning industry is expected to continue facing pressure from both price competition and the need for improved service quality, making it essential for companies to adapt and innovate [21][24]
罗永浩炮轰,空调售后成「暴利江湖」?