10月19日深夜，格力市场总监朱磊连发两条微博，暗讽小米口蜜腹剑。 小米空调在2025年7月线上销量首次超过格力，市场占有率达16.71%，而格力同期市占率为15.22%。 多年来，格力和小米已经发生多轮交锋。 一向以言辞犀利著称的小米集团公关部总经理王化，在转发这组数据时评论称："没想到新时代这么快 就来了。" 2013年在央视颁奖礼上，雷军称五年内小米营收将超格力，董明珠直接将赌注提到10亿，并以"格力六 年免费服务"对比小米手机质量问题，奠定双方对抗基调。 在行业人士看来，作为直接竞争对手，小米和格力的"互呛"还将继续。 2019年格力以1981亿元营收险胜小米，但次年即被反超。 此后，双方口水战愈演愈烈。董明珠公开质疑小米研发投入不足、不回报股民、偷技术挖人才……小米 多位高管则隔空回应。 在"口水战"背后，隐藏着利益之争，小米下场做空调，已攻入了格力腹地。 ...

事件起因于10月13日，刘靖康微博发文称："可能有一部分因为影石的原因导致大疆大幅降价"，为对很 多刚买DJI产品的消费者表达歉意，他宣布：在10月2日到10月8日之间购买大疆产品的客户，在本条微 博下晒订单证明可获得影石100元无门槛代金券。另外，他还提到本周内转发本条微博，将抽取两名幸 运儿送影石消费级相机全家桶或者大疆OSMO系列全家桶。 截至16日发稿，该条微博转发已超1.2万次，评论4000余条，点赞量逾3000。关注度仍在上升。 近日，消费级全景相机巨头——影石创新（688775）创始人、董事长刘靖康在社交媒体上关于"大疆降 价或与影石有关"的言论及后续补偿举措，在科技圈与资本市场引发广泛关注。 10月15日凌晨，刘靖康发布微博称，他上一条微博争议比较大，接受批评，不过承诺过的福利照发。 此番表态，进一步将一场始于两天前的舆论风波推向高潮。 截图来源：微博 尽管业务起点不同，在各自的强势品类中占据了绝对龙头的位置。根据权威机构数据，影石创新 （Insta360）在2023年以67.2%的市场占有率持续领跑，在全景相机领域已连续六年霸榜全球第一。与 此同时，大疆（DJI）作为全球消费级无人机领域的绝 ...

小米集团董事长、CEO雷军在9月25日接受媒体采访时谈及了对苹果公司的看法。雷军认为，与苹果的 竞争可能是一个漫长而痛苦的过程，还是要全心全意向苹果学习，一步一步的把每一个细节做好，"我 们提的全面对标，不仅仅是配置和参数，而是在科技引领、体验等方面，要对标苹果，甚至超越苹 果"。 （文章来源：新华财经） ...

Core Viewpoint - The article discusses the recent IPO of Aux Electric Co., Ltd. on the Hong Kong Stock Exchange, highlighting its initial stock performance and the competitive dynamics with rival Gree Electric Appliances, Inc. [1][2] Company Overview - Aux Electric was founded in 1986 and has evolved significantly over the years, with its name symbolizing a pioneering spirit. The founder, Zheng Jianjiang, started from humble beginnings and entered the air conditioning market in 1994 [4][12]. - The company has diversified into various sectors, including real estate and healthcare, but faced challenges in the automotive industry due to regulatory barriers [4]. IPO Details - Aux Electric went public on September 2, with an initial offering price of HKD 17.42 per share. However, the stock closed at HKD 16.48, a decline of 5.40%, resulting in a total market capitalization of HKD 256.62 billion [1]. Competitive Landscape - Aux Electric and Gree Electric have had a contentious relationship for over a decade, characterized by patent disputes, talent poaching allegations, and public confrontations [8][10]. - Gree has established a vast distribution network with approximately 30,000 exclusive stores, while Aux has expanded its offline presence to over 40,000 outlets [5][6]. Legal Battles - Since 2015, there have been at least 58 legal disputes between the two companies, primarily focused on patent infringement. Notably, a 2017 lawsuit resulted in Aux being ordered to pay HKD 40 million, marking a record in the air conditioning industry for patent claims [10][11]. - Aux has also faced reputational damage due to Gree's allegations of producing substandard products, which Aux has countered as unfair competition [10][11]. Financial Performance - In 2024, Gree's revenue declined by 7.31%, while Aux Electric reported a revenue growth rate of 23.45%, indicating a shift in market dynamics [14]. - Zheng Jianjiang, the founder, now oversees three publicly listed companies, including Aux Electric, Aux International, and Samsung Medical [15].

这个夏天真的是太热了，而这么热的夏天，空调就是大家的救命神器。 数据显示，今年5、6、7月这三个月，空调销量同比增长了50%以上。原因很简单，由于天气热，再加上有国补，价格很划算，所以线下销售店，线上平台 的空调都是卖爆了。 而在这一波大卖的背景之下，小米异军突起，在线上的份额，已经是稳居前三名，甚至连距离格力都只有2%左右的的差距了。 数据显示，4、5、6这三个月，小米线上空调的份额分别为14.25%，17%、16.5%，排在第三名。 而第一名是美的，这三个月的份额是23.45%、22.92%和22.18%，格力排在第二名，三个月的份额是18.56%、17.16%和17.27%。 被美的超过，董明珠可能好想一点，但被小米超过，董明珠肯定是不服气的，因为小米和格力，确实纠葛有点多。 想当初雷军和董明珠打赌，虽然最后董明珠赢，但实际上小米是虽败犹荣，因为比的时候，小米和格力完全不是一个级别的，最后5年时间，小米几乎追上 格力。 T S 计算下来，三个月平均算下来，美的的份额是22.85%，格力是17.66%，小米是15.92%，格力已经只比小米高出1.74%的样子了。 当然，这只是线上的份额，在线下，可能差距会 ...

Core Viewpoint - Xiamen-based unicorn Haicheng Energy Storage faces significant challenges in its IPO process due to a major client bankruptcy and a lawsuit from competitor CATL, which could jeopardize its listing plans [2][8][18] Company Overview - Haicheng Energy Storage initiated its IPO in 2023, signing a listing advisory agreement with Huatai Securities in July and submitting an A-share filing to the Xiamen Securities Regulatory Bureau. However, it shifted to apply for a listing on the Hong Kong Stock Exchange in March 2023 [4] - The company was recognized as a global unicorn alongside Luckin Coffee in June 2023, with a valuation nearing 30 billion yuan after six rounds of financing [4] - Haicheng's market share is projected at 11% for 2024, while CATL holds 35%. Despite the gap, Haicheng's rapid growth has raised concerns for CATL [6] Financial Performance - Haicheng Energy Storage reported losses totaling 3.7 billion yuan in 2022 and 2023, with a projected modest profit of 288 million yuan in 2024 [6][16] - The company’s financial health is under pressure, with accounts receivable increasing from 647 million yuan in 2022 to 9.3 billion yuan in 2024, and a debt ratio of 73.1%, significantly above the industry threshold of 60% [14] Legal Challenges - CATL has filed a lawsuit against Haicheng for unfair competition, targeting both the company and its founder, Wu Zuyu, who previously worked for CATL and holds numerous patents [10][11] - The lawsuit's timing coincides with Haicheng's IPO application, creating a sensitive situation that could impact the listing process [8][11] - Previous legal actions by CATL against Wu Zuyu have resulted in a ruling against him, further complicating Haicheng's position [13] Market Dynamics - Haicheng's strategy focuses on low-cost, long-life energy storage solutions, contrasting with CATL's high-cost, high-performance approach. The competition between the two companies is intensifying [6] - The recent bankruptcy of a major U.S. client, Powin, which had placed orders worth 2.25 billion yuan for 2023 and 2024, poses additional risks to Haicheng's revenue, particularly as overseas orders yield higher profit margins compared to domestic ones [14]

Core Viewpoint - The competition between Xiaomi and Huawei has intensified as both companies enter the automotive market, with Xiaomi rapidly gaining market share and challenging Huawei's position in the industry [2][4]. Group 1: Market Position and Valuation - Xiaomi's market capitalization surged from under 500 billion to over 1 trillion, reaching a peak of nearly 1.5 trillion, and currently stands at 1.26 trillion as of June 5 [2]. - Huawei's automotive division, backed by its "Five Realms" partners, has a combined market capitalization exceeding 500 billion, but still lags behind Xiaomi's valuation [4]. Group 2: Sales Performance - In March and April, Xiaomi's vehicle deliveries exceeded 29,000 and 28,000 units, respectively, while Huawei's deliveries were 27,555 units in April, indicating Xiaomi's dominance in sales despite having fewer models [16][21]. - In May, Huawei's automotive division achieved a monthly delivery of 44,454 units, marking a significant recovery and placing it among the top three new energy vehicle manufacturers [20]. Group 3: Competitive Dynamics - Huawei's executive Yu Chengdong criticized Xiaomi's automotive quality and performance, suggesting that despite high sales, the product may not meet quality standards [6][8]. - Xiaomi's leadership responded by emphasizing their product strength and market strategy, asserting that their success is rooted in their brand values and methodologies [11][15]. Group 4: Future Outlook - The competition is expected to escalate with the upcoming launch of Xiaomi's YU7, which is anticipated to further intensify the rivalry between the two companies [21][23]. - The outcome of this competition will likely influence market dynamics and the positioning of both companies in the automotive sector, reflecting broader trends in technology and consumer demand [23].

Market Share Overview - In 2024, the air conditioning market share in China shows Midea leading with 28.87%, followed by Gree at 25.46%, and Xiaomi at 11.82% [1][3] - The combined market share of Midea and Xiaomi reaches an impressive 40%, indicating a significant shift in market dynamics [3] Competitive Landscape - Gree, traditionally seen as the market leader, has been surpassed by Midea, marking a notable change in the competitive landscape [3][5] - Xiaomi's rapid rise to the third position highlights its successful entry into the air conditioning market, with plans to become a top player by 2030 [5][9] Strategic Moves and Responses - Xiaomi has completed its full product line deployment in air conditioning and aims to compete with global benchmarks [5] - Gree's struggles in diversifying into mobile phones contrast with Xiaomi's successful expansion into home appliances, further emphasizing the competitive pressure on Gree [9] Historical Context - The rivalry between Gree and Xiaomi dates back to a 2013 wager, with Gree initially emerging victorious in 2018, but Xiaomi has since outpaced Gree in market performance [7][9] - The ongoing competition has led to public confrontations, particularly from Gree's CEO, highlighting the intense rivalry and the stakes involved [7][9]

4月22日，格力2025年股东大会，连任董事长，开启第五个三年任期。对了，还是超100%的得票率。 在当日举办的临时股东大会上，董明珠又将矛头指向了小米汽车，因为3月底小米汽车发生了一场非常严重的事故，造成三位大学 生身亡。 董明珠称："小米汽车烧死人你们看到了吧？但格力在北京大1路跑了十几年，从没有火灾事故。这就是实力，这就是技术。" 这番火药味十足的言论，自然是迅速引爆了网络，既有人为董明珠的"敢说敢怼"叫好，也有人质疑这种"拉踩对手"的做法有失企 业家身份。 更引发争议的是，董明珠在谈及人才战略时表示："格力绝对不用一个'海龟派'。"她直言不讳地称："海龟派里有间谍。" 作为一个有核心影响力的明星企业家，说这么不着边的话，舆论哗然。又在公开场合踩同行竞对，引火上身。 这话说的不轻，多数人觉得这是在嘲讽雷军，那会儿，小米的股价创新高，雷军还真就坐了一会儿"首富"的位置。 网友们希望雷军能怼回去，但雷军不语，倒是小米其他高管在前面冲锋陷阵，来为他们的老板鸣不平。 23日晚，小米集团公关部总经理王化在微博发文："水涨船高时借势登天，潮退舟沉日刻舟求剑！"疑似回应小米汽车近日争议。 4月24日早间，小米集团公关 ...