甘建国告诉记者，鸿蒙智选MEIPONT智能空调中采用的豪米波雷达、星闪联盟、海思芯片、Wifi模组等技术和资源，均由华为推荐方案、推荐模组或赋 能。去年国庆，华为已提出要打造空调界的"问界"（汽车），并在招标时，规划把这些技术应用于空调。 美邦（MEIPONT）今年三月中标，成为鸿蒙智选的空调合作伙伴。之前，美邦已是鸿蒙智联的空调合作伙伴。甘建国打比方说，两者都属于鸿蒙生态，之 前是"经济舱"，现在是"头等舱"。鸿蒙智联的产品，由华为提供产品认证机构检测、品控监测、鸿蒙智联技术认证。而鸿蒙智选的产品，则是双方进行产品 共创，覆盖从设计、审厂、品控、功能定义，到销售定价的全流程。 空调业依托智能生态的新势力正在崛起。传统空调龙头企业格力电器（000651.SZ）面对冲击，业绩承压，9月26日股价一度跌至39.3元/股，为今年来新低。 新老力量交织，空调业正经历价格战、技术战和服务战。 新势力崛起 9月26日，在鸿蒙智选2025秋季新品发布会上，健康空气成为鸿蒙生态重点发力场景。MEIPONT空调总经理甘建国向第一财经记者透露，鸿蒙智选 MEIPONT空调首批产品十天前开卖，现已售罄，风神之眼Pro的升级版产品" ...

空调业的生态竞争、服务竞争加剧。基于智能生态的新势力空调高配低价，给老百姓带来更多新技术体验，但空调行业竞争格局改写还言之尚早。 记者留意到，相比传统空调，鸿蒙智联的空调更突出智能化和生态联动的卖点，比如结合毫米波雷达技术，实现风随人动、风避人吹、人近风柔；用智能技 术，实现节能并在手机上呈现；支持星闪联盟，即使没有通讯网络，也可稳定连接；空调与空气质量传感器、空气净化器等联动，提供健康空气解决方案， 还可与智能床联动来助力睡眠。 不仅鸿蒙生态力推空调，小米依托其"人车家"生态也在发力空调业务。奥维（AVC）数据显示，2025年截至9月21日，小米在国内家用空调线上市场的销售 额份额达14.73%，同比提升3.78个百分点，排名第三，仅居美的（24.05%）、格力（23.49%）之后。而小米空调的线下份额，相比线下居首位的格力，仍有 明显差距。 空调业依托智能生态的新势力正在崛起。传统空调龙头企业格力电器（000651.SZ）面对冲击，业绩承压，9月26日股价一度跌至39.3元/股，为今年来新低。 新老力量交织，空调业正经历价格战、技术战和服务战。 新势力崛起 9月26日，在鸿蒙智选2025秋季新品发布会上， ...

Core Viewpoint - Midea has established a strategic partnership with Huawei to enhance its open ecosystem strategy, particularly focusing on the integration of "people-vehicle-home" connectivity, marking a significant development in the home ecosystem [1][3]. Group 1: Strategic Cooperation - The collaboration will focus on multiple key areas including enterprise management, AIGC, ICT infrastructure, green low-carbon initiatives, cloud services, product development, and internationalization [2]. - Midea aims to leverage Huawei's technology to accelerate the construction of its open ecosystem, particularly filling the gap of "automobiles" in the home ecosystem to counter Xiaomi's invasion in the traditional home appliance sector [3]. Group 2: AI and Smart Home Integration - The partnership will involve comprehensive cooperation in AI, with a focus on "technology empowerment + scenario implementation," establishing a special task force to tackle challenges in multi-modal AI algorithms, edge computing, and AI security [7]. - Midea and Huawei will work together to create integrated smart home solutions, enhancing product innovation and user experience through cross-brand device collaboration and scenario linkage [8]. Group 3: Broader Industry Impact - The cooperation will also encompass areas such as "people-vehicle-home" connectivity, digital energy temperature control products, and the digital transformation of medical imaging equipment [9]. - Midea's chairman emphasized the importance of connectivity and computing technology in their core layout of smart homes, smart factories, smart buildings, and smart hospitals, aiming to provide replicable "AI + industry" solutions for clients [9].

Core Insights - The air conditioning market in China has experienced significant growth in Q2 2025, with retail volume and sales increasing by 23.1% and 19.6% respectively, totaling 38.45 million units and 126.3 billion yuan [1] - Midea has emerged as the market leader with a retail volume share of 28.9%, followed closely by Haier and Gree [1] - Midea's success is attributed to its comprehensive competitive strategy that includes technological innovation, product diversification, and a robust distribution network [1][5] Market Performance - The air conditioning market saw explosive growth in regions like Northeast and North China, with Northeast sales growth reaching 378.4% [1] - Midea's revenue for the first half of 2025 was 252.3 billion yuan, with a net profit of 26 billion yuan, reflecting a year-on-year growth of 25% [5] - Midea's market share in July 2025 rose to 29%, while Gree's and Haier's market shares were 17% and 15% respectively [5] Competitive Strategy - Midea has invested over 18 billion yuan in R&D over the past five years, resulting in more than 25,000 patents across various technology fields [1][2] - The company has transitioned from a single product focus to a "whole-house smart air solution" strategy, enhancing customer value and brand loyalty [2] - Midea's product offerings include high-end air solutions and innovative technologies that cater to diverse consumer needs [2][5] Distribution and Service - Midea has implemented a digital system for integrated online and offline management, achieving nationwide coverage with over 6,000 service points and 190,000 certified engineers [5] - This comprehensive service network allows Midea to provide consistent customer experiences across urban and rural areas [5] Industry Dynamics - The competitive landscape has shifted from price wars to value-driven competition, with Midea leading this transformation [6][8] - New entrants like Xiaomi and Huawei are emerging, leveraging smart home ecosystems to challenge established players [7] - The future of the air conditioning market remains uncertain, influenced by real estate downturns and consumer behavior changes [8]

Group 1 - Midea Air Conditioning won three gold awards at the IFA in Berlin, including the "AI Good Air Technology Innovation Gold Award" for the Fresh Air Machine T6, the "Ultra-Low Frequency Comfort and Quiet Technology Innovation Gold Award" for the Navigator IV Central Air Conditioning, and the "Outstanding Heating Technology Innovation Gold Award" for the Raynor low-temperature heating flagship machine [1] - The rapid development of AI technology has accelerated the iteration of functions and the upgrade of user demands, contributing to the global trend of energy conservation and emission reduction [3] - Midea's global market share in air conditioning is projected to reach 27.5% in 2024, with a cumulative R&D investment of 18 billion yuan over the past five years [3] Group 2 - In the first half of this year, the top four companies in the domestic air conditioning market, including Midea, Haier, Gree, and Hisense, achieved a combined revenue of 555.784 billion yuan, accounting for over 80% of the total revenue of 21 sample companies [4] - Midea Group's revenue reached 252.3 billion yuan, a year-on-year increase of 15.7%, with Midea Air Conditioning leading in both online and offline retail market shares at 25.26% and 33.4%, respectively [4] - The changes in the air conditioning industry reflect the globalization and transformation of Chinese manufacturing, with Chinese brands gaining significant influence in the global high-end home appliance sector through technological innovation and localized insights [4]

Group 1 - The core competition in the air conditioning market is between Midea, Gree, and Xiaomi, with Midea currently holding the leading position in both online and offline sales [1][2] - Midea's market share in the air conditioning sector reached 25.06% online and 33.4% offline in the first half of 2025, indicating a strong competitive edge [2] - The ongoing dispute between Gree and Xiaomi over market share data highlights the competitive tensions within the industry [1][2] Group 2 - Midea's success is attributed to significant investment in research and development, totaling over 18 billion yuan in the past five years, and a robust innovation strategy [3][4] - The introduction of the "no-wind air conditioner" technology by Midea has set a benchmark in the market, showcasing its commitment to addressing consumer pain points [4][5] - Midea's focus on user experience and service quality has become a critical factor in maintaining its market leadership, especially in a competitive landscape [6][7] Group 3 - The air conditioning industry is entering a phase of deep integration, with a shift in competition focus towards technological innovation and smart manufacturing [9][10] - Midea's Guangzhou Nansha factory exemplifies advanced manufacturing capabilities, achieving significant improvements in production efficiency and output [9] - The future of the air conditioning industry will depend on embracing new production capabilities and enhancing quality through technology [9][10]

Core Viewpoint - Gree's air conditioning market share has significantly declined, particularly during the peak sales season in July, leading to increased competition from Xiaomi and the impending entry of Huawei into the air conditioning market [1][3][6]. Market Performance - In July, Gree's air conditioning sales dropped by 16.9% year-on-year, with its market share falling to 17.2% [1][3]. - Midea remains the market leader with a share of 26.8%, despite a 5.3% decline [3]. - Xiaomi's market share has surged to 13.7%, reflecting a remarkable year-on-year growth of 53.9% [3][6]. - Gree's market position is threatened as the gap between Gree and Xiaomi has narrowed to 3.5% [3][6]. Competitive Landscape - The entry of Huawei into the air conditioning sector is a significant concern for Gree, as Huawei plans to leverage its technology and ecosystem to compete effectively [6][10]. - Huawei's air conditioning products will follow a model similar to its automotive strategy, focusing on software and ecosystem integration rather than traditional manufacturing [8][10]. - The competition is shifting from product-based to ecosystem-based, with Xiaomi already demonstrating success in this area [10]. Strategic Implications - Gree has the potential to collaborate with Huawei to create a new air conditioning brand, although it remains uncertain whether Gree's leadership will consider such a partnership [12].

Group 1 - The core viewpoint of the article highlights that Xiaomi has surpassed Gree in online air conditioner sales, ranking second in the market, only behind Midea [1] - In July 2025, the top five air conditioner brands in China by sales volume were Midea, Gree, Xiaomi, Haier, and Aux [1] - Xiaomi achieved a market share of 13.7% in July, representing a year-on-year growth rate of 53.9%, making it the only brand among the top three to experience significant growth [1] Group 2 - According to data from Aowei Cloud Network, Xiaomi's online market share for air conditioners has exceeded that of Gree, positioning it as the second-largest online seller [1] - Xiaomi's president, Lu Weibing, emphasized the importance of solid capabilities for achieving high-quality growth and expressed gratitude for the support of Xiaomi's home appliance segment [1]

Core Viewpoint - The article discusses the significant surge in sales of Xiaomi air conditioners in Northeast China due to unprecedented high temperatures, highlighting the competitive dynamics with Gree and Midea in the air conditioning market [4][9][11]. Group 1: Sales Surge and Market Dynamics - Xiaomi's air conditioner sales in Northeast China increased by 20 times compared to the same period last year, with a market share of 16.5% in June, narrowing the gap with Gree to less than 1 percentage point [4][9]. - The extreme heat in Northeast China, with temperatures exceeding 35°C, has led to a 418% year-on-year increase in air conditioning demand, with Heilongjiang seeing a 700% increase and Jilin a 400% increase [9][10]. - Xiaomi's air conditioner market share has risen from seventh place in 2021 to third place in 2024, indicating a growing acceptance among consumers [10][11]. Group 2: Challenges and Competitive Landscape - Despite online sales growth, Xiaomi's offline presence remains limited, with a market share of only 0.22% in 2024, indicating a stark contrast to its online performance [14][16]. - The competitive landscape shows that traditional brands like Midea and Gree maintain strong offline sales, with Midea and Gree holding 32.64% and 28.31% market shares respectively [14][24]. - Xiaomi's pricing strategy is under pressure as competitors have begun to lower their prices, diminishing Xiaomi's previous price advantage [18][20]. Group 3: Channel and Service Limitations - Xiaomi's reliance on its own retail channels limits its ability to compete effectively in the offline market, where traditional brands leverage extensive dealer networks for installation and service [22][25]. - The company faces challenges in after-sales service, with reports of poor installation experiences and difficulties in accessing service personnel [25][27]. - The low profit margins of Xiaomi air conditioners, estimated at around 1.5%, hinder the company's ability to incentivize dealers and expand its offline network [20][26].

Core Viewpoint - Midea's air conditioning division is positioning itself as a "whole-house air operator," shifting the competition from individual products to an integrated ecosystem of air solutions, emphasizing innovation and user comfort [1][3][25] Group 1: Innovation and Technology - Midea has invested 18 billion yuan in R&D over the past five years, resulting in 25,000 patents and 77 internationally leading technological achievements [6][7] - The company showcased several innovative products at the 2026 product launch, including the T6 air machine, which integrates six air functions and features AI capabilities for enhanced user experience [6][21] - Midea's new central air conditioning model, the Navigator IV, operates at a low frequency of 6Hz, significantly reducing noise and energy consumption while improving air distribution [17][21] Group 2: Global Manufacturing and Capacity - Midea has established a global manufacturing network with a capacity of 103 million units, including eight overseas production bases in countries like Thailand, Brazil, and Egypt [9][10] - The Guangzhou Nansha factory, recognized as a "lighthouse factory," has an annual production capacity of 10.2 million units and utilizes AI to optimize production efficiency [9][10] Group 3: Market Position and Strategy - Midea holds a 26% share of China's air conditioning export market, contributing significantly to the country's overall air conditioning exports [10] - The company is transitioning from being a hardware manufacturer to an air ecosystem operator, integrating various air management devices into a cohesive smart home platform [24][25] - Midea's strategy focuses on providing comprehensive air solutions rather than competing solely on price, aiming to redefine industry standards through systematic technological advancements and efficient manufacturing capabilities [25]