空调作为家电中的高能耗大件，节能诉求首当其冲。近年来空调市场，"变频省电"已成为厂商宣传的标 配。然而，在用户实际使用中，常出现为了节能而牺牲速度，导致体感波动，甚至产生无效能耗的情 况，使得电费居高不下。特别是冬季，空调采暖高能耗，制热耗电更是远超制冷，让很多家庭不敢开空 调取暖。 作为空调行业的破局者，美的酷省电系列凭借省电节能的卓越表现，狂销1000W套，成为市场热销爆 款。在2026年1月1日新年伊始，美的酷省电系列全新升级，带来全能省电"王炸"——酷省电二代，这款 号称"冷暖省电双先锋"的新品，直戳"能耗与舒适"核心痛点，究竟带来怎样的硬核突破？ 核"芯"突破：强强联合打造"省电大脑"，改写节能底层逻辑 传统空调的节能算法粗暴，大多依赖预设程序或云端指令，空调响应速度慢，在温度达到设定值后，仍 持续高功率运行，甚至产生无效能耗，造成大量电能的浪费。 美的酷省电二代搭载由美的与海思联合研发的行业首款AI变频芯片，实现从"固定算法执行"到"本地实 时决策"的底层跨越。这颗"强芯"，带来700％的算力提升，响应速度快至3毫秒，能实时感知室内温 度、人员流动、不同家庭成员生活习惯等环境场景变化，本地瞬时计算 ...

以下文章来源于螺旋实验室 ，作者螺旋君 公众情绪瞭望者 螺旋实验室 . 作者： 铁手 来源： 螺旋实验室 近日，罗永浩又一次犀利开炮，这次的对象是大金空调。 ------------------------------- 罗永浩在社交媒体上吐槽称，其为上海租住处的中央空调做一次换季清洗，7台空调内机更换滤网 和清洗的年费报价竟高达约1.5万元。老罗的困惑很直接： 这是空调行业里的常态吗？ 当然，罗永浩提到的中央空调，它跟普通挂机空调在美观度、出风舒适度上都有较大区别，使用成 本高一些也可以理解。但没想到的是，这条吐槽还引来了不少挂机空调用户的共鸣，称普通空调也 早已沦为"售后刺客"，甚至是"修比买更贵" 。 罗永浩无意中推开了一扇门，门后是一个 长期被忽视却利润丰厚的"空调后市场" 。如今，空调市 场前端在疯狂打价格战，后端却成了缺乏监管的空白地带，这才是家电巨头真正需要决胜负的新战 场。 由此可见，无论美的、格力等国产品牌，还是大金空调本身，它们的清洗费用都远没有达到罗永浩 所列出的超600元/台。 01 空调售后为什么这么贵 在罗永浩吐槽大金空调的这条微博中，他罗列了更换滤网和清洗空调的费用明细。其中，由 ...

最近白银期货价格波动剧烈，主要原因在于库存紧张和海外资金利率大幅上升。 伦敦白银在 12 月份交割月出现库存紧张问题，导致逼仓现象。而国内情况相 对较好，虽然 10-11 月份交易所库存有所下降，但 12 月份略有回升。全球范 围内，10-12 月份白银 ETF 持仓增加了约 4%，这部分持仓减少了库存流通效 率。 目前来看，白银价格涨幅居前，但整体紧缺问题并非简单的基本面供需错 位，而是全球库存区域流转不均衡加上投机推动所致。2025 年，美国关键放 产清单相关品种的加税预期也对市场产生影响。在短期内，我们认为随着交割 压力缓解，白银价格可能会有回落风险。目前比价超过 63 以上，而过去均值 为 80-85，美国加税预期对交易所库存影响可能在未来 12 个月内继续冲击市 电解铝供应约束反映的是工业体系的稀缺性，是外生因素，而铜的供应 受矿端资本开支不足影响，是内生因素。电解铝的供应问题可能更加持 久且难以解决。 空调行业"以铝代铜"趋势显著，受下游产业趋势驱动，而非短期比价 因素。技术可行性和利润提升空间推动"以铝代铜"加速发展，并有望 被消费者接受。 铜铝比价均值偏离及其背后的驱动因素是什么？ 铜铝比价均 ...

中央空调作为一项高投入的家庭长期投资，其服务品质直接影响着用户未来十年以上使用周期内的舒适体验、能耗成本与系统寿命。因此，服务品质也成为 越来越多消费者在选购中央空调产品时重视的核心决策要素之一。 近日，由商务部指导、中国商业联合会主办的第十二届全国售后服务大会暨标准宣贯活动在北京举行。大会以国家标准：《商品售后服务评价体系》(GB/T 27922-2023)为核心，结合多项行业规范，对企业售后服务水平与顾客满意度展开综合评价与认证。其认证结果不仅被纳入政府采购招投标的考核指标，同 时也为消费者在选购汽车、家电、暖通空调系统等看重长期服务的商品时提供权威参考。 其中，大金再度凭借独树一帜的"智能预判+主动关怀式的全周期服务"，成为空调暖通领域的标杆，揽获"全国国标五星级售后服务企业"、"全国售后服务 TOP10"两项代表当前国家评价体系下最高服务水平的权威荣誉，彰显了大金在服务端的领先实力。 大金作为一家百年历史的全球性品牌，长期以来将服务置于战略高度，秉持"以人为核心"的理念，不断迭代突破，为用户提供更智能、更主动、更贴心的高 质量全周期服务，提升用户体验。 服务模式创新：智能预判，主动关怀，优化服务体验 ...

Core Insights - The introduction of the "New Level Energy Efficiency" label in the Chinese air conditioning market has not fully addressed consumer pain points, particularly high electricity costs during winter heating [1] - The air conditioning industry is facing a need for a deep transformation that prioritizes user value and integrates both hardware and software [1] - Midea's new "Cool Energy Saving 2nd Generation" series, which has sold over 10 million units, aims to redefine energy efficiency and performance standards through a partnership with HiSilicon to develop a custom AI variable frequency chip [1][3] Group 1: Technological Advancements - The "Cool Energy Saving 2nd Generation" features a proprietary AI variable frequency chip that marks the transition to a "Smart Energy Saving 3.0" era, enhancing energy-saving technology from hardware reliance to high-performance chip-driven solutions [3] - The chip boasts a 700% increase in computing power, enabling rapid local edge computing without full dependence on the cloud, and can respond in under 3 milliseconds to environmental changes [3] - The system can autonomously optimize its operation based on complex data, allowing for real-time adjustments to maintain comfort while improving energy efficiency [3] Group 2: Hardware Innovations - The product incorporates a high-performance architecture with a unique 15-slot, 10-pole variable frequency compressor that allows for rapid heating and cooling while enhancing stability and quiet operation [4][5] - It features a large dual-row evaporator and condenser that increase heat exchange area by 77% and efficiency by 10.7%, working in conjunction with a high-precision electronic expansion valve for optimal refrigerant flow control [5] - The outdoor unit utilizes fifth-generation air-cooled heat dissipation technology, capable of operating in extreme temperatures from -35°C to 65°C, ensuring reliability in harsh conditions [5] Group 3: User Experience Focus - The launch of the "Cool Energy Saving 2nd Generation" represents a shift from mere parameter competition to a revolution in user experience, emphasizing that true energy savings should not compromise comfort, reliability, or long-term performance [6] - The dual strategy of leveraging top-tier chips and robust hardware aims to enhance user experience, placing actual consumer satisfaction at the forefront [6] - The product is available for pre-sale on major platforms and is positioned as a quality choice for families seeking energy efficiency and comfort throughout the year, potentially driving the industry towards a user experience-centric "chip" energy efficiency era [6]

Core Viewpoint - The article highlights the high costs associated with air conditioning maintenance and repair services, emphasizing the lack of transparency and regulation in the after-sales market, which has become a lucrative but problematic area for consumers and companies alike [4][16][37]. Group 1: Consumer Sentiment and Market Dynamics - Consumers are increasingly frustrated with high maintenance costs, as illustrated by a recent complaint from a prominent figure regarding a quote of approximately 15,000 yuan for seasonal cleaning of central air conditioning units [4][6]. - The air conditioning market is experiencing a price war at the front end, while the after-sales service sector remains largely unregulated, presenting a new battleground for major appliance companies [6][25]. - Many consumers feel that the cost of repairs often exceeds the price of new units, leading to a perception that "repairing is more expensive than buying" [12][15]. Group 2: Pricing and Service Quality - The article details the breakdown of costs for air conditioning maintenance, revealing that filter replacement can account for 70% of the total service fee, with installation fees also contributing significantly [8][11]. - Comparatively, other brands like Midea and Gree offer cleaning services at much lower rates, typically ranging from 100 to 300 yuan, indicating that the high costs associated with brands like Daikin may not be standard across the industry [9][10]. - The rising costs of maintenance are attributed to increased prices for parts and labor, as well as the complexity of repairs for older units, which often require more extensive work [12][15]. Group 3: After-Sales Market Issues - The after-sales market is plagued by issues such as price opacity, unnecessary repairs, and misleading practices by service providers, which have left consumers feeling vulnerable [17][19]. - There are significant discrepancies in pricing between official service providers and third-party platforms, with the latter often charging 3-4 times more for similar services [19][20]. - The article notes that many third-party service providers may misrepresent themselves as official brand representatives, leading to consumer confusion and potential overcharging [20][21]. Group 4: Industry Response and Future Outlook - Major appliance brands are increasingly recognizing the importance of after-sales service as a competitive differentiator, with companies like Gree and Midea expanding their service networks and improving service quality [28][29]. - The article mentions that consumer complaints regarding after-sales service have risen significantly, indicating a growing need for brands to enhance their service offerings [27]. - As the price war in the air conditioning market reaches its limits, companies are shifting focus towards improving service quality and customer experience as a means of differentiation [33][37].

Core Insights - The report by Zhiyan Consulting analyzes the current market status and development prospects of the air conditioning industry in China from 2026 to 2032 [1] Export Data - In November 2025, China's air conditioning exports amounted to 2.7 million units, representing a year-on-year decline of 28% [1] - The export value for the same period was $406 million, which reflects a year-on-year decrease of 25.6% [1] Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its professional approach, quality services, and keen market insights to provide comprehensive industry solutions that empower investment decisions [1]

Core Viewpoint - The current market trend indicates a bullish sentiment, with expectations for the Shanghai Composite Index to break previous highs and continue its upward momentum due to global monetary easing and capital inflows into A-shares [1][3]. Group 1: Market Trends - The Shanghai Composite Index has experienced a seven-day rally, with predictions of surpassing the previous high of 4034 points [1]. - Major global indices, including U.S. stocks, have reached new highs ahead of Christmas, indicating a strong market performance [1]. - The offshore RMB has successfully broken the 7 mark, and lithium carbonate futures have exceeded 120,000 [1]. Group 2: Economic Factors - The optimism in the market is attributed to the cyclical nature of economic trends, particularly under the influence of the Federal Reserve's monetary policy [1]. - The end of the Fed's balance sheet reduction and the purchase of U.S. Treasury bonds signify true monetary easing, which is expected to weaken the dollar and strengthen A-shares [1]. - The narrowing interest rate differential between China and the U.S. provides more room for interest rate cuts in China [1]. Group 3: Investment Opportunities - A-shares and H-shares are anticipated to catch up in valuation compared to U.S. and European markets by 2026 [3]. - The technical conditions for A-shares are favorable, with the Shanghai Composite Index stabilizing above the 60-day moving average [3]. - Key investment themes for 2026 include technology, cyclical assets influenced by Fed policies, and defensive sectors driven by domestic demand [4]. Group 4: Sector Focus - The technology sector, particularly related to AI, is expected to be a major focus, as AI is seen as a core component of the current technological revolution [3]. - The cyclical sector is linked to the Fed's monetary policy; easing will lead to rising asset prices and new highs in commodity prices [4]. - Defensive sectors, including new consumption, healthcare, and infrastructure, are expected to benefit from policy incentives [4]. Group 5: Commodity Insights - Copper is highlighted as a critical commodity due to its connection with AI and infrastructure development, particularly in the context of the U.S. "Big and Beautiful" plan [6]. - There is a projected supply-demand gap for copper, driven by increased demand for power supply solutions necessary for AI development [6]. - The potential for aluminum to replace copper in certain applications is debated, but copper's superior properties make it irreplaceable in many cases [6].

Core Viewpoint - The air conditioning industry is currently debating the use of aluminum instead of copper due to rising copper prices, but Changhong Air Conditioning has firmly stated it will not adopt aluminum until the technology is fully mature, prioritizing high-quality copper to ensure product performance and consumer trust [1][8]. Group 1: Material Characteristics and Quality Control - Copper is recognized for its excellent thermal conductivity, corrosion resistance, and chemical stability, while aluminum offers cost advantages and resource control, with performance closely tied to technology application levels [3]. - Changhong has established a comprehensive quality control system for copper components, collaborating with top suppliers and utilizing automated equipment to ensure precision in critical processes like bending and welding [3]. - Each air conditioning unit undergoes rigorous long-term testing under extreme conditions to ensure reliability, with ongoing R&D efforts aimed at enhancing heat exchange efficiency and energy performance [3][4]. Group 2: Product Innovations and Guarantees - The 2025 upgraded Pro shared air conditioning model features dual copper pipes, resulting in a 64% increase in heat exchange rate and significant reductions in electricity consumption, contributing to its superior energy efficiency [3]. - Changhong's new cloud sail central air conditioning model successfully addresses pipeline stress and strain simulation challenges, with core components undergoing multiple stringent tests to ensure a lifespan of over 10 years [4]. - The company offers a "10-year free repair" guarantee, reflecting its commitment to long-term reliability and quality assurance through the use of high-quality copper materials in key components [4][5][8]. Group 3: Brand Philosophy and Market Position - Changhong embodies a "craftsmanship spirit," continuously upgrading products, services, and branding to create greater value for users, with a new brand slogan emphasizing "craftsmanship quality and comfort" [4][5]. - The company's approach to the aluminum versus copper debate is characterized by a practical attitude of not rushing into new technologies unless they are fully mature and reliable, ensuring product quality stability while leaving room for future innovations [8].

买空调时，你会特意问一句"是铜管还是铝管"吗？近日，海尔、美的、小米等主流家电品牌宣布，将联 合推动空调核心散热部件的铜管换成铝管，而中国空调代表企业格力集团则表示，将坚持沿用铜管路 线。无独有偶，在飞利浦12月初的经销商会议上，掌托人徐自发也公开表示，要坚守品质，坚决不用铝 管代替铜管。这场"铜铝之争"让不少准备入手空调的消费者犯了难：铝管空调价格更亲民，但到底靠谱 吗？ 之所以越来越多品牌选择"铜换铝"，核心原因就是成本差距。数据显示，当前铝价约2.2万元/吨，而铜 价达6万-8万元/吨，两者价差超3倍。以1.5匹空调为例，采用铜管的核心散热部件成本在300-500元，换 成铝管后单台空调成本能节省380元左右。从国家资源战略来看，我国铜资源80%依赖进口，而铝产业 链完全自主可控，工信部等十部门2025年3月联合发文明确支持"空调换热铝管"应用，鼓励"以铝节 铜"的产业趋势。 成本降了，空调售价确实有所下调。奥维云网监测数据显示，华凌、小米等"铜换铝"所售1.5匹铝管空 调，终端售价最低仅1599-1699元，比同规格铜管机型便宜约400元。其他中低端空调受材质成本影响， 均价也从两三年前的2500-3 ...