今年第二季度，全球手机市场整体承压，但小米智能手机业务在国内国外依旧实现了积极突破。据第三 方数据统计，国内市场方面，继第一季度出货量重返中国第一后，第二季度小米新机激活量1150万台， 市场份额为16.8%，登顶国内第一。国际市场方面，智能手机出货量连续8个季度实现同比增长，在60 个国家和地区排名前三，69个国家和地区排名前五。 本报记者向炎涛 8月19日，小米集团（以下简称"小米"）发布第二季度业绩公告。第二季度，小米收入和净利润均创单 季度历史新高，实现营收1160亿元，同比增长30.5%；经调整净利润108亿元，同比增长75.4%。在当天 举行的业绩沟通会上，小米集团合伙人兼总裁卢伟冰就手机市场整体情况、汽车和大家电行业"内卷"等 话题进行了回应。 谈及当前新能源汽车行业的激烈竞争，卢伟冰表示："小米非常坚定不参与'价格战'，也不参与'内卷'， 目前对我们来说最重要的是尽快交付手上的订单。" 值得一提的是，在第二季度YU7尚未开始交付的情况下，上半年小米汽车交付量已超15.7万台，第二季 度小米汽车业务经营亏损大幅收窄至3亿元。对此，卢伟冰表示，小米汽车已累计投入超过300亿元，预 计会在今年下半年 ...

Core Viewpoint - Gree Electric Appliances maintains its leading position in the online air conditioning market for July, despite claims from Xiaomi that it surpassed Gree's sales [1][4]. Group 1: Company Responses - Gree's marketing director, Zhu Lei, stated that the online sales data circulating on social media does not match the findings from Aowei Cloud Network, which shows Gree ranked second and Xiaomi third in July [4][6]. - Zhu emphasized that Gree has maintained the highest customer satisfaction for 16 consecutive years, according to the China Standardization Research Institute [6]. Group 2: Xiaomi's Position - Xiaomi's executives, including President Lu Weibing, acknowledged the growth in their air conditioning sales, citing a 53.9% year-on-year increase, and emphasized the importance of innovation in the traditional home appliance sector [9][15]. - Lu Weibing also welcomed other appliance brands to join Xiaomi's ecosystem to accelerate the smart home appliance trend [12][9]. Group 3: Market Dynamics - The competition between Gree and Xiaomi in the air conditioning sector has been ongoing, with both companies frequently exchanging remarks about their market positions [14]. - Xiaomi has been expanding its production capabilities, with a new smart appliance factory in Wuhan set to begin large-scale production by the end of the year [15][16].

【导读】格力回应"空调线上销量被小米超越"：7月线上市场仍保持领先 中国基金报记者 晨曦 格力和小米，又"杠起来了"！ 近期，"小米7月空调线上销量超格力"的话题引发市场关注。8月18日，珠海格力电器股份有 限公司（以下简称格力电器）市场总监朱磊在微博发文称，7月线上市场格力仍然保持领先。 此前，相关网络截图内容显示，小米空调7月线上销量超越格力。相关内容获小米集团公关部 王化、小米集团合伙人、总裁卢伟冰等人转发并评论。 图片来源：朱磊微博 来看详情—— 格力最新回应 7月线上市场仍保持领先 8月18日，格力电器市场总监朱磊在微博上发文，回应"空调线上销量被小米超越"一事。 朱磊称："最近看到有网友转发几张关于空调销量的截图，由此引发的话题'小米空调线上销量 超越格力'大家讨论得很热烈。感谢大家对行业的关注。我们也去奥维云网查了下，公开的数 据和那几张截图并不一样。按照同样的查询条件，7月线上市场格力仍然保持领先。" 同时，朱磊晒出网络流传图片及他查询的奥维云网截图，两张图片中小米和格力的排名确有 差别。网络版中小米排名第二、格力排名第三，而朱磊查询版中格力排名第二、小米排名第 三。 朱磊表示，市场的成功来自 ...

2025年7月，中国空调市场看似坚不可摧的"双寡头"格局，被撕开了一道清晰的裂痕。 据奥维云网数据，小米空调当月线上销量市占率攀升至16.71%，首次超越了长踞王座的格力（15.22%）。 放眼全渠道，第三方权威调研机构发布的最新数据显示，2025年7月中国空调市场销量排名前五的品牌依次为美的、格力、小米、海尔和奥克斯。 其中，小米已凭借全年高达53.9%的同比增速，将自己送上行业第三的宝座，成为前三甲中唯一的"高速增长"变量。 小米集团公关部王化转发了相关微博并表示，没想到新时代这么快就来了。 此前，小米集团总裁卢伟冰在直播时表示，小米目标是2030年成为中国头部家电品牌。 | | | 2025年7月中国空调市场排名 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 러 | 2025年7月 146回國 | 【出版权 | 2004 | | | | | | 17 | 地物 | 25.8% | -2.379 | 28 | | | | | | 12 | 些力 | 17.2% | 16.5% | 2 | | | | | ...

Core Insights - The air conditioning market in China is experiencing significant shifts, with Xiaomi emerging as a strong competitor, achieving a remarkable growth rate of 53.9% year-on-year, positioning itself as the third-largest player in the market [2][4][5] - Midea remains the market leader with a share of 26.8%, but it has seen a decline of 5.3% compared to the previous year, while Gree, the second-largest, has faced a more substantial drop of 16.9% [2][4] - Haier is also showing positive growth with a 9.4% increase in market share, while Aux has seen a decline of 12.9% [2][4] Market Share and Growth Rates - Midea: 26.8% market share, -5.3% year-on-year growth [2] - Gree: 17.2% market share, -16.9% year-on-year growth [2] - Xiaomi: 13.7% market share, +53.9% year-on-year growth [2][4] - Haier: 11.6% market share, +9.4% year-on-year growth [2] - Aux: 8.8% market share, -12.9% year-on-year growth [2] Strategic Insights - Xiaomi's rapid growth is attributed to its commitment to innovation and the integration of smart technology in traditional home appliances, aligning with the industry's trend towards smart home ecosystems [5][7] - The company's CEO, Lu Weibing, emphasizes the importance of transforming the competitive landscape from a "red ocean" to a "blue ocean" through continuous investment in innovation [5][7] - Xiaomi aims to further increase its market presence in the air conditioning sector, potentially surpassing Gree in the near future based on current growth trajectories [4][7]