A major reversal! Yesterday, data from AVC showed results that prompted XIAOMI-W's PR director Wang Hua to post on social media about the arrival of a new era, making air conditioning industry giants feel threatened, while also seemingly contradicting Dong Mingzhu's previous statements. But were all these claims "false"?
Shortly after Xiaomi air conditioner online sales surpassing Gree Electric Appliances,Inc.Of Zhuhai became a trending topic yesterday, Gree's counterattack arrived! Market Director Zhu Lei posted: "Thank you for everyone's attention to the industry, but the public data doesn't match the circulated screenshots. According to the same query conditions, Gree Electric Appliances,Inc.Of Zhuhai still maintains its lead in the July online market." He then provided a comparison between the circulated screenshots and official data screenshots.
From the comparison images, the rankings indeed show differences. Circulated screenshot: XIAOMI-W held 16.71% market share, while Gree Electric Appliances,Inc.Of Zhuhai had 15.22%. Actual data: Gree Electric Appliances,Inc.Of Zhuhai held 16.41% market share, while XIAOMI-W had 13.50%.
So the question arises: was it the person who shared the circulated screenshot who was wrong, or was AVC's data incorrect? Let's first look at the response from the blogger @晓春哥XCG who provided the circulated screenshot.
Regarding Xiaomi air conditioners surpassing Gree Electric Appliances,Inc.Of Zhuhai in online sales, he claimed that AVC changed the statistical methodology of their data dashboard. According to his explanation, the original circulated screenshot data was authentic, and many industry peers besides him had seen it. Moreover, this data should be visible to all industry professionals, and he wasn't fabricating numbers for traffic.
However, it's worth noting that AVC's latest data matches the screenshot released by Gree Electric Appliances,Inc.Of Zhuhai's Marketing Director Zhu Lei. So the final explanation falls to AVC, which has not yet responded.
Actually, setting aside monthly data fluctuations, the changing leadership in the air conditioning market is an undeniable fact. In the early days, Midea and Gree Electric Appliances,Inc.Of Zhuhai long occupied the top positions, but with the rapid rise of emerging brands in recent years, the air conditioning market gap has gradually widened, with XIAOMI-W showing the fastest growth.
Data shows that XIAOMI-W's major appliance business achieved doubled revenue growth in Q1 2025, with air conditioner shipments exceeding 1.1 million units, representing over 65% year-on-year growth. Moreover, ranking third in the aforementioned data table, this high-speed growth momentum cannot be underestimated.
This appears to be a data dispute on the surface, but behind it lies the subtle changes in industry dynamics. Currently, XIAOMI-W primarily targets young consumer groups, achieving good results through intelligent advantages and high cost-performance strategies. In contrast, Gree Electric Appliances,Inc.Of Zhuhai and Midea have long focused on technological R&D, deeply embedding high quality and mid-to-high-end positioning in consumers' minds.
Simply put, Xiaomi air conditioners take the affordable route, while Gree Electric Appliances,Inc.Of Zhuhai and Midea pursue the mid-to-high-end route. This reminds me of the differences between myself and my parents. As young people, we prefer intelligent products when shopping, ideally with full home product connectivity. Since prices aren't expensive and products iterate annually, replacing them doesn't hurt much.
But from our parents' perspective, most value high quality. They want good quality, good after-sales service, and long usage time, making established giants their first choice. After all, over a decade of customer satisfaction ratings provides more convincing proof.
However, whether it's XIAOMI-W's intelligent innovation or Gree Electric Appliances,Inc.Of Zhuhai's high-quality persistence, both create value for different consumer groups. As netizens say: "Everyone lives their own life - the wealthy have their way, and those with less money have theirs."
But honestly, data statistical methodologies need to be consistent to avoid misunderstandings and controversies. Take this incident - if Gree Electric Appliances,Inc.Of Zhuhai's marketing director hadn't responded, everyone would have believed the circulated data was authentic.
Online information is full of truth and falsehood. As spectators, we should let the bullets fly a bit longer. Speaking of which, when will AVC, which sparked this controversy, come out to explain?
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