近日，继与海康威视签署全面深化战略合作协议后，海尔集团再度官宣与阿里巴巴集团签署全面战略合 作协议，达成全面AI合作。据悉，双方将充分发挥海尔的全生态布局与阿里的全栈AII能力优势，共建 数字产业新生态。 产业在线高级分析师王娟在接受21世纪经济报道记者采访时指出，从智能化整体进程来看，家电企业在 产品研发和生态构建层面面临多重挑战，包括智能技术基础薄弱、创新迭代速度较慢，生态协同难度较 大、用户体验不连贯、场景化落地能力有限、智能家电的商业模式尚不清晰、盈利路径较为单一等多个 层面。 近年来，随着家电产业数字化、智能化脚步不断加快，行业内部、跨行业的生态合作正变得愈加频繁。 包括海尔在内，巨头间频频"合纵连横"背后，既是数智化进入深水区背景下，跨行业、跨场景进行产品 研发和生态构建的内生需求；亦是全球化背景下，家电产业协力构建海内外制造、物流、AI稳定供应 链的外在保障。 在涉及业务种类繁多、实体制造与数字生态协同交织的复杂合作关系中，家电企业或将迎来不同品牌、 不同生态体系间，既相互独立，又部分交融的复杂竞争格局。 数字化推动巨头携手 无论在家电行业内抑或是行业外，头部厂商间针对家用电器、消费电子前沿技术 ...

Core Viewpoint - The competition between Xiaomi and Gree in the air conditioning market has intensified, with Xiaomi claiming to surpass Gree in online sales for July, which Gree disputes, leading to a public debate over the accuracy of sales data [1][6][9]. Group 1: Sales Data Discrepancies - Xiaomi's online air conditioning market share reached 16.71% in July, placing it second behind Midea's 18.61%, while Gree claimed to maintain its second position in the market [6][9]. - Gree's market director, Zhu Lei, stated that the data circulating online was inaccurate and provided evidence from Aowei Cloud Network to support Gree's claim of being the second in online sales [5][9]. - A social media user suggested that discrepancies in the data might be due to Aowei changing its statistical methodology, calling for clarification from the data platform [9][10]. Group 2: Industry Dynamics - The rivalry between Xiaomi and traditional air conditioning manufacturers like Gree, Midea, and Haier has been anticipated, with Xiaomi aiming to rise from fourth to third place in the market this year and targeting a top two position by 2030 [13][14]. - In July, Xiaomi achieved a 53.9% year-on-year growth in air conditioning sales, making it the only brand among the top three to experience such rapid growth [13][14]. - Midea's chairman acknowledged the competitive threat posed by Xiaomi but expressed confidence in Midea's strategic position, viewing Xiaomi's entry as a positive development for the industry [13][14]. Group 3: Company Performance - Xiaomi's smart home appliance revenue surged by 113.8% year-on-year in Q1, with air conditioning shipments exceeding 1.1 million units, reflecting a growth of over 65% [14]. - Gree has historically defended its market position, with its chairperson, Dong Mingzhu, publicly criticizing Xiaomi's manufacturing practices and technology [14].

（图片来源：摄图网） 今天，晚点 LatePost发布了一篇专访，其中，美的董事长方洪波谈及与小米在家电行业的竞争，引发了行业 内外的广泛关注。 方洪波表示，"小米总裁卢伟冰去年来过一趟美的，给我们演示了一个PPT，他们有宏大的愿景，大致是三 年时间手机销量要成为世界第一;汽车十年内要成为世界前五;大家电是三年之内成为中国头部，前三。我当 时差一点就想问，美的、格力、海尔，你想把哪一家挤下去?" 方洪波还说"我们所有的领域小米都进入了，空调、洗衣机全做了。战术上我重视小米，但战略上我并不害 怕小米进来。很长一段时间，家电行业的格局有点固化了，大家甘于现有格局，相安无事，小米进来对家电 行业是好事。我们要以积极的心态应对，我们刚做了三份研究小米报告，加起来也有十几万字，我们一路不 断地在学习它。" 小米在家电领域的迅猛发展，从其财报数据中可见一斑。3月18日小米发布的最新财报显示，家电业务已成 为重要增长点。2024年，空调、冰箱、洗衣机三大白电品类出货量均创历史新高。空调出货量超680万台， 同比增速超50%;冰箱出货量超270万台，同比增速超30%;洗衣机出货量超190万台，同比增速超 45%。 4月26日 ...