
Core Viewpoint - The ongoing competition between Xiaomi and Gree in the air conditioning market has intensified, with both companies disputing sales rankings and market shares [3][5][6]. Group 1: Sales Data and Market Share - According to data from AVC, as of July 2025, Xiaomi's online market share for air conditioners reached 16.71%, a year-on-year increase of 2.83%, while Gree's market share was 15.22%, reflecting a year-on-year decline of 1.1% [5]. - However, as of August 17, 2025, Gree's online market share was reported at 17.71%, compared to Xiaomi's 15.77%, indicating that Gree still leads in the online market [8]. - In terms of sales revenue, Gree held a significant advantage with a share of 23.35%, while Xiaomi's share was only 14.82% [8]. Group 2: Industry Insights and Strategies - Industry experts suggest that sales data should be evaluated over a longer period and across all channels, not just focusing on short-term online sales [8]. - Gree's strategy includes launching new air conditioning products equipped with AI energy-saving chips and offering competitive pricing through its sub-brand, Jinghong [10]. - Xiaomi is expanding its air conditioning business, with plans to produce 3 million units annually by 2026 and a revenue target of 10 billion yuan by 2030 [9]. Group 3: Competitive Responses - Gree's market director emphasized the importance of long-term quality over short-term sales rankings, advocating for industry standards like a "ten-year free repair" policy [9]. - Xiaomi's recent product launches, including budget-friendly air conditioners, have prompted competitors to adjust their pricing strategies, with Gree reducing supply prices for mid-range products by approximately 10% [10].