Stock market breakout battle: how the United States air conditioning with technology to reshape the industry rules
DATE:2025-04-30
Read:
SHARE:
The price of involution in the “sober”: technology to break the homogenization of the dilemma of cost reduction
At present, the air conditioning industry is facing a double dilemma: on the one hand, Aowei data show that in the first half of 2024, the domestic air conditioning market retail sales declined by 14.5% year-on-year, the industry has entered the stock game stage; on the other hand, the price war is getting more and more intense, the average price of online retail sales fell by 4.8% year-on-year, and the average price of offline sales fell by 2.5%, resulting in the proliferation of counterfeit and shoddy products, quality varies. In this context, the United States air conditioning live sales breakthrough seems particularly intriguing.
In fact, the home appliance industry has long opened the “war of breakout”. At the policy level, the national subsidies for the consumer activation effect of large appliances can be considerable, so that consumers have the ability to consume good products; at the enterprise level, enterprises in the price war on the basis of a series of marketing combinations such as celebrity endorsement, variety sponsorship, customized skits, and so on, and constantly force. Surrounded by the United States air conditioning live “billion” event, can be said to be in the industry outside the regular action to hand over a copy of their own answer sheet - as a leading home appliance industry, the United States of America's long-term construction of the brand power, product power and supply chain advantages is the core support. Midea Group 2024 financial report shows that the smart home business revenue reached 269.532 billion yuan, and the high-end technology has become a growth engine. For example, in the live sale of the cool power saving series, it is the United States through frequency conversion technology to achieve “one night as low as one degree of electricity” energy-saving breakthroughs, redefining the industry's energy-efficiency standards.
Technology iteration trio: from “power saving” to “healthy” value leap
Midea's air conditioning breakout logic, in essence, is the technology to reduce costs to promote the “high-end products for the masses”. Looking back at its development history, we can clearly see three main lines of technology:
Power-saving era: frequency conversion technology to reshape the energy-efficiency benchmarks
In the early days, Midea entered the market with the inverter technology of “as low as one degree of electricity a night”, and through the balance of precise temperature control and high energy efficiency, it helped users to reduce the cost of use, and became the industry leader of inverter air conditioners. This technology not only solves the user's demand for basic air conditioning functions, but also establishes Midea's first-mover advantage in the field of energy efficiency.
Comfort Era: Windless Technology Reconstructs the Boundary of Experience
With the upgrading of consumption, Midea pioneered the “no wind sense” technology, which solves the pain point of cold wind blowing directly through aerodynamic modeling and hydrodynamic optimization, upgrading the air conditioner from a simple temperature control tool to a “comfortable life butler”. This innovation has led the industry to enter a stage of refinement that focuses on human perception, and has also opened up a new battlefield for Midea in the high-end market.
Health era: air machine technology to lead the scene revolution
In the face of the outbreak of health needs, Midea launched the “1:1 air integration architecture”, integrating fresh air ventilation, deep self-cleaning, bacteria removal, air purification and other functions to achieve a four-dimensional balance of temperature, humidity, cleanliness and freshness. This technology not only meets the user's deep demand for healthy air, but also reduces the cost of high-end functions through modular design, so that the “air machine” from the concept to the public.
The way to break the game of inventory: user demand as an anchor point
In the stock market, the United States has always adhered to the “user demand-oriented” original heart. For example, for the kitchen air conditioning this segmentation scene, the United States through the anti-oil smoke, high temperature and other technological breakthroughs, the original belongs to the niche market products to the public; and in the price strategy, the average retail price of its online retailer reduced by 11% year-on-year, the real realization of the “technology for all”.
This “technology cost reduction” logic, and the industry's general “price scroll” in sharp contrast. Fang Hongbo, chairman of Midea Group, once said: “The core momentum of China's air conditioning industry lies in the industry chain advantage and technological innovation.” From inverter technology to air machine, the United States with ten years of time to prove: only through technology iteration to create real value, in order to win users in the stock market.
Midea air conditioning live behind the impressive results, is the brand, innovation and user “win-win”. In the industry into the price war quagmire, the United States to technology-driven realization of “high-end products mass”, for the industry to set up a new benchmark of value competition. The revelation of this path is: the stock market is not insoluble, the key lies in whether the enterprise can jump out of the price of involution, to the user demand as the anchor point, to scientific and technological innovation as the engine, in the uncertainty of the search for certainty.
Although the market is unpredictable, but the law always exists. The practice of Midea air conditioning has proved that the real market breakthrough is never a sprint, but a technology and reputation long run.
Back
At present, the air conditioning industry is facing a double dilemma: on the one hand, Aowei data show that in the first half of 2024, the domestic air conditioning market retail sales declined by 14.5% year-on-year, the industry has entered the stock game stage; on the other hand, the price war is getting more and more intense, the average price of online retail sales fell by 4.8% year-on-year, and the average price of offline sales fell by 2.5%, resulting in the proliferation of counterfeit and shoddy products, quality varies. In this context, the United States air conditioning live sales breakthrough seems particularly intriguing.
In fact, the home appliance industry has long opened the “war of breakout”. At the policy level, the national subsidies for the consumer activation effect of large appliances can be considerable, so that consumers have the ability to consume good products; at the enterprise level, enterprises in the price war on the basis of a series of marketing combinations such as celebrity endorsement, variety sponsorship, customized skits, and so on, and constantly force. Surrounded by the United States air conditioning live “billion” event, can be said to be in the industry outside the regular action to hand over a copy of their own answer sheet - as a leading home appliance industry, the United States of America's long-term construction of the brand power, product power and supply chain advantages is the core support. Midea Group 2024 financial report shows that the smart home business revenue reached 269.532 billion yuan, and the high-end technology has become a growth engine. For example, in the live sale of the cool power saving series, it is the United States through frequency conversion technology to achieve “one night as low as one degree of electricity” energy-saving breakthroughs, redefining the industry's energy-efficiency standards.
Technology iteration trio: from “power saving” to “healthy” value leap
Midea's air conditioning breakout logic, in essence, is the technology to reduce costs to promote the “high-end products for the masses”. Looking back at its development history, we can clearly see three main lines of technology:
Power-saving era: frequency conversion technology to reshape the energy-efficiency benchmarks
In the early days, Midea entered the market with the inverter technology of “as low as one degree of electricity a night”, and through the balance of precise temperature control and high energy efficiency, it helped users to reduce the cost of use, and became the industry leader of inverter air conditioners. This technology not only solves the user's demand for basic air conditioning functions, but also establishes Midea's first-mover advantage in the field of energy efficiency.
Comfort Era: Windless Technology Reconstructs the Boundary of Experience
With the upgrading of consumption, Midea pioneered the “no wind sense” technology, which solves the pain point of cold wind blowing directly through aerodynamic modeling and hydrodynamic optimization, upgrading the air conditioner from a simple temperature control tool to a “comfortable life butler”. This innovation has led the industry to enter a stage of refinement that focuses on human perception, and has also opened up a new battlefield for Midea in the high-end market.
Health era: air machine technology to lead the scene revolution
In the face of the outbreak of health needs, Midea launched the “1:1 air integration architecture”, integrating fresh air ventilation, deep self-cleaning, bacteria removal, air purification and other functions to achieve a four-dimensional balance of temperature, humidity, cleanliness and freshness. This technology not only meets the user's deep demand for healthy air, but also reduces the cost of high-end functions through modular design, so that the “air machine” from the concept to the public.
The way to break the game of inventory: user demand as an anchor point
In the stock market, the United States has always adhered to the “user demand-oriented” original heart. For example, for the kitchen air conditioning this segmentation scene, the United States through the anti-oil smoke, high temperature and other technological breakthroughs, the original belongs to the niche market products to the public; and in the price strategy, the average retail price of its online retailer reduced by 11% year-on-year, the real realization of the “technology for all”.
This “technology cost reduction” logic, and the industry's general “price scroll” in sharp contrast. Fang Hongbo, chairman of Midea Group, once said: “The core momentum of China's air conditioning industry lies in the industry chain advantage and technological innovation.” From inverter technology to air machine, the United States with ten years of time to prove: only through technology iteration to create real value, in order to win users in the stock market.
Midea air conditioning live behind the impressive results, is the brand, innovation and user “win-win”. In the industry into the price war quagmire, the United States to technology-driven realization of “high-end products mass”, for the industry to set up a new benchmark of value competition. The revelation of this path is: the stock market is not insoluble, the key lies in whether the enterprise can jump out of the price of involution, to the user demand as the anchor point, to scientific and technological innovation as the engine, in the uncertainty of the search for certainty.
Although the market is unpredictable, but the law always exists. The practice of Midea air conditioning has proved that the real market breakthrough is never a sprint, but a technology and reputation long run.