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双十一空调战场观察:美的用“技术普惠”回应市场新周期
Xin Lang Cai Jing· 2025-11-07 03:20
Core Insights - The air conditioning market is experiencing intense competition during the 2025 Double Eleven shopping festival, with domestic brands like Gree, Xiaomi, and Midea leading the charge through innovative strategies and product offerings [1][2][3] - Midea stands out with its "Cool Energy Saving" series, which emphasizes long-term value over short-term price cuts, reflecting a shift in consumer preferences towards energy efficiency and comfort [2][8] - The industry is moving away from price-based competition to a focus on value, with brands leveraging technology and innovation to meet consumer needs [3][4][21] Market Dynamics - Major brands are adopting differentiated strategies: Gree is using a dual-brand approach, Xiaomi is pushing aggressive pricing, and Haier is focusing on health and smart features [1][2] - Midea's performance is bolstered by its technology-driven products that address user pain points, such as energy savings and comfort [2][12] - The traditional reliance on low prices for sales is diminishing as consumers prioritize overall product value, including long-term costs and user experience [3][7][8] Competitive Strategies - Gree has shifted from discounting to a collaborative model with platforms like JD.com, focusing on customization and supply chain efficiency [4] - Haier is enhancing brand competitiveness through service and scenario-based marketing rather than just price reductions [4] - Midea is replacing the low-price focus with a strategy centered on technology accessibility, allowing more consumers to benefit from high-efficiency products [4][15] Product Innovation - Midea's "Cool Energy Saving" series exemplifies the company's approach to making energy-efficient technology accessible at a reasonable price, projecting savings of approximately 4,500 yuan over ten years for users [5][16] - The "No Wind" series addresses consumer discomfort with traditional air conditioning, showcasing Midea's commitment to enhancing user experience through innovative technology [12][14] - Midea's extensive R&D capabilities, with over 38 research centers and 25,000 patents, support its ability to deliver high-quality, innovative products across various price segments [19][20] Industry Trends - The air conditioning sector is witnessing a transition from price wars to value-driven competition, emphasizing the importance of addressing real consumer needs through technology [15][21] - Midea's success during the Double Eleven festival reflects a broader market trend where consumer choices are increasingly influenced by perceived value rather than just price [20][21] - The industry's future will depend on companies that can innovate and provide genuine value, moving away from the detrimental effects of price competition [16][21]