Core Viewpoint - The air conditioning industry is facing a severe "involution" characterized by price wars and similar product designs, indicating a false saturation driven by a lack of technological originality [1][3] Group 1: Industry Challenges - The air conditioning sector suffers from severe technological homogenization, with most companies opting to tweak existing technologies rather than addressing deeper user needs [3][5] - Common user pain points include dust accumulation leading to bacteria growth, discomfort from direct cold air, reduced performance in extreme weather, and high energy consumption [3][5] Group 2: Haier's Innovations - Haier has consistently positioned itself as an industry "wind creator," focusing on original technology to address user needs, such as the "Smart Wind" series that offers four wind modes for better comfort [5][9] - The company has a history of pioneering innovations, including the first split air conditioner in China in 1985 and the first variable frequency air conditioner in 1993, which transformed the industry [3][5] - Recent advancements include a heat exchanger variable flow technology that improves energy efficiency by 12% and reduces annual electricity consumption by over 400 kWh [3][5] Group 3: Market Position and Recognition - Haier's market share in the domestic air conditioning sector increased by 0.7% in the first half of 2025, ranking it among the top three brands [9] - The high-end brand Casarte holds a 67% market share in the 16,000+ yuan price segment, reflecting consumer recognition of original technology [9][10] - The industry requires "wind creators" like Haier to lead the transition from parameter competition to value innovation, emphasizing the importance of addressing user pain points [9][10]

Core Insights - The air conditioning market is experiencing significant growth due to high temperatures and the "old-for-new" policy, with Haier Air Conditioning being the only brand among the top three to achieve positive growth in both sales volume and revenue share [1] - Haier's new AI air conditioning solutions focus on addressing user pain points and enhancing air quality, marking the company's entry into the AI air conditioning era [3] Market Performance - Haier Air Conditioning's installation volume increased by over 50%, with online market share rising by 2.3% and offline share growing by 2% [1] - In the high-end air solution sector, the Casarte brand saw revenue growth exceeding 50%, with a 120% year-on-year increase in sales of air solution products [1] - Global retail volume for Haier's products grew by 20%, with a net increase of 1.2 percentage points in global market share [1] Product Innovations - The newly launched Yunxi air conditioner features advanced technologies that ensure strong cooling performance even in extreme temperatures of up to 70°C and stable heating in conditions as low as -35°C [4] - The Yunxi air conditioner boasts an APF value of up to 6.03, indicating a potential annual electricity savings of 40.3%, particularly effective in hotter weather [6] - The product incorporates "sound source positioning" technology to avoid direct airflow on users, enhancing comfort [6] AI and Standards - Haier introduced the first industry standard for AI air conditioning, aiming to distinguish genuine smart features from superficial claims, thereby improving user experience [7] - The Haier brand emphasizes "healthy air," Casarte focuses on "extreme comfort," and Leader is dedicated to "smart energy saving," showcasing a comprehensive approach to AI integration across its product lines [9] Comprehensive Solutions - Haier's "one machine, three systems" solution simplifies home climate control by combining cooling, heating, and air exchange functions into a single device, saving space and reducing installation complexity [12] - The "dynamic five-constant system" from Casarte maintains temperature fluctuations within 0.5°C, ensuring consistent comfort [12] - Haier offers an "8-hour rapid replacement" service for central air conditioning systems, minimizing disruption to existing home decor during upgrades [12] User-Centric Approach - Haier's strategic launch event highlighted its commitment to user value, showcasing innovations that enhance comfort and air quality, thus redefining the home breathing experience [13]

Core Insights - Haier aims to provide users with "healthy and good air" through AI-enabled air conditioning solutions, focusing on user-centric innovations [3][9] - The company showcased its AI-driven technologies and products at AWE2025, highlighting significant retail growth in the air conditioning sector [3][4] Market Performance - As of the 10th week of 2025, Haier's retail sales growth in air conditioning reached 40.6% year-on-year, with retail volume growth at 44.9% [3] - Haier has achieved global leadership in interconnected air conditioning and health self-cleaning air conditioning for the 9th and 7th time respectively, and ranks first in the sales of domestic air conditioning brands in overseas markets for the 5th time [3] AI Empowerment - Haier's air conditioning products incorporate seven AI attributes, including AI health, comfort, energy-saving, temperature and humidity control, sleep protection, voice control, and whole-house air solutions [4] - Innovations in AI health include self-cleaning technology and intelligent detection of dirt in heat exchangers, enhancing user experience and health [4][5] Product Innovations - The "Sleep Fresh Air" and "Smart Wind" air conditioners are highlighted for their advanced features, such as ultra-quiet operation and AI-driven temperature adjustments based on sleep patterns [7][8] - The "Sleep Fresh Air" model boasts noise levels as low as 12 dB and a fresh air exchange rate of up to 270 m³/h, while the "Smart Wind" model offers 270° wind direction control and energy savings of 410 kWh annually [7][8] User-Centric Approach - Haier emphasizes a user-centered approach, continuously innovating to meet diverse user needs and preferences for air quality [9] - The company aims to transform its advantages in standard fields into market advantages, expanding its user base [9]