来源：奥维云网 作者：大家电研究组 01 市场概述 高增长神话终结，下行压力陡增2025年空调市场经历了戏剧性转折。在6-7月持续高温的强力催化下，行业零售端 迎来爆发式增长。奥维云网推总数据显示，1-7月空调零售量同比增长16.7%，延续了上半年稳中有升的态势。然 而这场"靠天吃饭"的狂欢在8月戛然而止——零售端增速首次转负，从奥维云网周度数据看，8月首周线上线下分 别下滑6%，19%；更严峻的信号来自生产端：奥维云网最新排产数据显示，9月空调内销排产508.2万台，同比下 滑9.1%，出口排产478.5万台，跌幅高达14.6%。 02 内销困局 库存压顶与需求透支双重绞杀 库存吞噬渠道活力 6-7月零售高增实质是对前期库存的集中消化。截至6月，行业整体库存量突破5400万台，其中工厂库存2232万 套，渠道库存3181万套，远超行业健康水平。高库存直接压制经销商进货意愿，尤其是中小经销商资金链承压明 显，渠道补货积极性大幅下降。 高基数魔咒与需求枯竭 2024年国补政策形成的高基数效应显现。去年9-12月零售量线下同比激增76.9%，导致今年下半年同比压力陡增。 叠加前期需求透支，消费者观望情绪浓厚；企业 ...

人民财讯8月19日电，哈空调（600202）8月19日晚间披露2025年半年报，公司上半年实现营业收入5.49 亿元，同比下降22.53%；归母净利润为-764.31万元，同比由盈转亏。基本每股收益-0.0199元。报告期 内，归属于上市公司股东的净利润减少的主要原因是公司的销售收入、其他收益减少，期间费用增加 等。 ...

Core Viewpoint - Recent reports indicate that Xiaomi has surpassed Gree in online air conditioner market share for July, positioning itself as the second-largest player in this segment, while Gree holds the third position [1][4]. Group 1: Market Share Data - According to the latest data from Aowei Cloud Network, Xiaomi's online market share for air conditioners in July was 16.71%, while Gree's was 15.22%, placing them second and third respectively [1]. - Contrarily, Gree's market director claimed that their online market share remains higher than Xiaomi's, asserting that Gree holds a 16.41% share compared to Xiaomi's 13.50% [4]. - Midea leads the online air conditioner market with a share of 19.98% for July [4]. Group 2: Company Responses - Xiaomi's public relations department and executives expressed surprise and gratitude for the support received, emphasizing the importance of capability enhancement for quality growth [1]. - Gree's market director publicly disputed Xiaomi's claims, stating that the data presented by Xiaomi was inaccurate and that Gree still leads in the online market [4]. - A blogger who initially shared the data claimed that the discrepancy arose from Aowei Cloud Network changing its data collection methodology [4]. Group 3: Historical Context - The rivalry between Xiaomi and Gree regarding air conditioner sales has been ongoing, with previous confrontations over market position and sales figures [6]. - In a past shareholder meeting, Gree's CEO criticized Xiaomi's claims about being the market leader, questioning the technological advancements behind Xiaomi's products [6].

近日，"小米空调线上销量超越格力"登上微博热搜。 在8月15日、16日，小米高管卢伟冰、王化先后转发了奥维云网数据#小米空调线上销量超越格力#的消 息。 王化表示"没想到新时代这么快就来了"。卢伟冰则表示，"能力的坚实提升，才能赢得高质量的增长。 再次感谢大家对小米大家电的支持"。 对此，格力高管坐不住了。8月18日晚，格力电器市场总监朱磊在微博回应小米空调线上销量超越格力# 称，据奥维云网数据，7月格力空调在线上市场仍然领先小米。 可以看到，卢伟冰微博转发别人的截图中，小米空调线上销售市占率16.71%，高于格力的15.22%。但 朱磊查询的数据显示，格力的市占率16.41%，远高于小米的13.5%。 对此，新浪科技今日查阅奥维云网显示，与朱磊查询的数据一致，格力的市占率16.41%，远高于小米 的13.5%。 | | | 家电数据 | | ... O | | | --- | --- | --- | --- | --- | --- | | 家电快报 | | 品类解析 | | 品牌竞争 | | | 空调 ਚ | 线上 | V 全部 | | 销量 | 4 | | 月度 ਵ | 25.07 | V 年累计 | | ...

#奥维数据更改致小米格力销量反转#【破案了！#小米格力空调之争原来是奥维的锅#】近日，#小米空 调线上销量超越格力#一事引发争议，原因是小米和格力发布的第三方平台奥维云网的数据差距巨大。 小米高管@卢伟冰、@王化 最先转发的数据显示小米领先，而随后格力高管@朱磊Gree 发布的数据显 示格力远远超过小米。 可以看到，卢伟冰微博转发博主@晓春哥XCG 的截图中，小米空调线上销售市占率16.71%，高于格力 的15.22%。但朱磊查询的数据显示，格力的市占率16.41%，远高于小米的13.5%。当前，据媒体实测， 结果与格力公布的数据一致。 那么问题到底出在哪里呢？晓春哥XCG回应称："这个事情，是奥维更改了数据罗盘的统计口径。" 他表示当时卢伟冰转发的截图数据确实是真的，不少同行都看到了，也有不少人截图，不存在编造数 据。"这个数据业内从业人员应该都可以看到，各大品牌也都有订阅，不是我瞎编的数据。"而目前，奥 维云网的最新数据与格力后来发布的截图一致。博主称不知道这种更改是不是频繁的。（三言Pro） Z 133 日 127 凸 537 | 19:29 | | | | 11 2 6 11 | | 2025年7月中 ...

Core Viewpoint - The competition between Gree Electric and Xiaomi in the air conditioning market is intensifying, with Xiaomi reportedly surpassing Gree in online sales for July, according to data from Aowei Cloud Network [5][8]. Group 1: Market Position - In July, Xiaomi's online market share reached 16.71%, placing it second, while Gree's share was 15.22%, ranking third [5][8]. - Gree Electric's market director, Zhu Lei, refuted claims of Xiaomi's overall dominance, stating that Gree still leads in the online market as of July [1][5]. Group 2: Industry Dynamics - Zhu Lei emphasized that healthy competition benefits both the industry and consumers, expressing optimism about the ongoing investments from competitors that drive industry progress [2][5]. - Xiaomi's president, Lu Weibing, acknowledged the importance of capability enhancement for achieving high-quality growth and thanked consumers for their support [7][10].

Group 1 - Kimi's service faced issues with insufficient computing power during peak times, leading to high failure rates in file system requests, prompting an investigation [1] - Baidu Wenku and Baidu Wangpan launched GenFlow 2.0, an AI product capable of handling over 5 complex tasks simultaneously with a generation speed surpassing competitors [1] Group 2 - Ant Group's AI health application AQ introduced AI features to combat false medical advertisements, including a dedicated debunking section and collaboration with 30,000 real doctors for public education [2] Group 3 - Zhiyuan Robotics launched its entire product line on e-commerce platforms, with the A2 model priced at 198,000 yuan and the D1 EDU model at 36,000 yuan [3] - IDC reported that Alibaba Cloud holds a 24.6% market share in China's AI public cloud services, leading the market, which grew by 55.3% to reach 19.59 billion yuan in 2024 [3] Group 4 - IDC's report indicated that Huawei regained the top position in China's smartphone market with 12.5 million units shipped, while Xiaomi dropped to fourth place with 10.4 million units [4] - Xiaomi was the only top five smartphone manufacturer to see a year-on-year increase in shipments, up 3.4%, despite a quarter-on-quarter decline [4] Group 5 - Xiaomi filed a trademark infringement lawsuit against Mi Xi You Pin, with a court hearing scheduled for September 3 [6] - Gree Electric's marketing director disputed claims that Xiaomi's air conditioner sales surpassed Gree's, asserting that Gree remains the leader in online sales [7] Group 6 - Li Xiang, CEO of Li Auto, hosted a dinner for truck drivers, addressing concerns over crash tests and emphasizing no intention to offend [8] - NIO's president stated the company will not disclose pre-order or deposit data, arguing that such information lacks significance [8] - BYD's public relations manager advocated for healthy competition in the automotive industry, emphasizing a focus on self-development rather than attacking competitors [8] Group 7 - JD's first restaurant infrastructure brand, Seven Fresh Food Mall, plans to expand nationwide after experiencing a threefold increase in foot traffic since its opening [9]

8月18日晚，格力电器市场总监朱磊在微博回应"小米空调线上销量超越格力"传闻称，据奥维云网数 据，7月格力空调在线上市场仍然领先小米。 | > | | 家电数据 | | ... | O | > | | 家电数据 | | ... O | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 家电快报 | | 品类解析 | | 品牌竞争 | | 家电快报 | | 品类解析 | | 品牌竞争 | | 空调 V | 线上 | V 金部 | V | 销量 | V | 空调 V | 线上 ▼ | | 全部 ▼ | 销额 级 | | 月度 | Cleare | V | 年累计 | 同比 | V | 月度 V | 25.07 | જ | 年累计 | 同比 ▼ | | | | | 201-2025-07-31 | | | | | ● 当前所造数量的段: 2025-07-01-2025-07-31 | | | | 于亚小结 | 行业 | 畅销品牌 | 伊 唐语 | 价格趋势 | 电图 | 于业小结 | 行业规模 | 畅销品牌 | 产品趋势 | ...

Group 1: Economic Policy and Market Performance - Premier Li Qiang emphasized the need to enhance the effectiveness of macroeconomic policies to stabilize market expectations and achieve economic goals for the year [2] - The A-share market saw significant gains, with the Shanghai Composite Index reaching a nearly ten-year high of 3745.94 points, surpassing the previous peak from February 2021 [3] - The total trading volume in the Shanghai and Shenzhen markets exceeded 2.76 trillion yuan, marking the third-largest trading volume in history [3] Group 2: Government Actions and Financial Markets - The Ministry of Finance announced measures to support the liquidity of the national debt market, aiming to improve the yield curve reflecting market supply and demand [4] - The A-share market's upward trend is supported by favorable capital market policies and a shift in resident asset allocation, indicating a potential continuation of the upward trend [13] Group 3: Company News and Developments - Gree's market director responded to claims that Xiaomi surpassed Gree in online air conditioner sales, asserting that Gree remains a leader in the market [6] - Huawei's executive discussed the significant milestone of over 10 million users for its HarmonyOS, indicating rapid growth and future ambitions for global expansion [6] - The chairman of Wantong Development was detained by the Beijing Public Security Bureau, with the investigation reportedly unrelated to the company's daily operations [8]

Core Viewpoint - The recent discussion regarding Xiaomi surpassing Gree in online air conditioner sales in July has been addressed by Gree's marketing director, who claims that Gree still maintains its leading position in the online market for that month [1]. Company Performance - Gree's market share in the online air conditioner segment for July is reported at 15.22%, showing a decrease of 1.1% year-on-year [3]. - Xiaomi's market share is at 16.71%, with a year-on-year increase of 2.83% [3]. - Midea leads the market with a share of 18.61%, but it has seen a decline of 2.74% year-on-year [3]. Market Data - The total online air conditioner sales volume for July is reported at 25.07 million units [4]. - Gree's average selling price is 3488 yuan, reflecting a year-on-year increase of 10.16% [3]. - Xiaomi's average selling price is 2513 yuan, with an increase of 11.37% year-on-year [3]. Competitive Landscape - The competitive landscape shows that Midea, Gree, and Xiaomi are the top three brands in the online air conditioner market, with Gree and Xiaomi closely competing for market share [1][3]. - Other brands like Haier and Hisense have market shares of 7.00% and 2.59%, respectively, with varying year-on-year performance [3][4].