其次，从发展历程来看，不同阶段的问题性质是不一样的 。在计划经济向社会主义市场经济转型 的初期，在汽车产品市场短缺的年代，确实有过几十家汽车厂仿制一汽解放和北京130卡车的情况。那 时候不但有分散、重复生产，还不时有相当规模的走私现象。 2000年后，市场和价格放开，汽车产品 市场短缺得到缓解，散小乱情况就有了巨大改观。 那时候的主要问题是总体市场规模不够大，所以不 少企业达不到经济规模。当时政府也做过不少促进企业横向联合、以期达到经济规模的工作，但是效果 都不好。中国汽车产业名义上的企业数量多，一直如此，但造成这样情况的主要原因是政策问题，是我 们一直对于市场准入有比较严格的管控，因而退出也难。所以可以说， 散小乱已经不是当前行业的主 要矛盾，名义上企业众多是我国管理体制造成的一种特有现象。 当前中国汽车产业正走在建设汽车强国的路上，在一些单项技术和产品领域已走在世界前列，中国 汽车产业的形势与以往已大不一样。 从现在保持竞争优势的角度、行业共同发展的角度和反内卷的角 度看，对一些似乎是行业共识的观点，应有和过去完全不同的思考和判断。 今天重点交流 三个问题， 一是散小乱还是不是行业的主要问题，二是不卷价格 ...

Core Viewpoint - The phenomenon of "involution" in competition has become a national consensus, with large enterprises reporting improvements while small enterprises feel little change [1] Group 1: Causes of Involution - Involution is a market phenomenon deeply rooted in social and cultural factors, stemming from a collective desire for rapid economic development and national rejuvenation since the establishment of New China [1] - Major enterprises leverage their competitive advantages to intensify competition, aiming to eliminate other players, which is a significant cause of involution [2] - Government bias towards large enterprises and neglect of small and medium-sized enterprises in market regulation contributes to the formation of involution [2] Group 2: Governance Methods - Effective governance requires a combination of a well-functioning market and proactive government intervention, aiming to establish a sound competitive order in the socialist market economy [3] - The governance process is expected to take a long time, potentially requiring one or two generations to establish a high-quality development market order [3] Group 3: Thoughts on Governance - Involution is not a criminal act; the focus should be on the strict enforcement of existing laws and regulations [4] - Overly strict management can stifle market vitality and increase governance costs [5] - Indicators such as average profit margins can help assess the severity of involution in industries like the automotive sector [5] - Involution encompasses more than just price competition; it also includes other competitive aspects, and there are suggestions to focus on technological competition instead [5] - Governance of involution is a gradual process, requiring continuous adaptation of management models based on new market developments [6]

Group 1 - LG Energy Solution announced a new lithium iron phosphate battery supply contract worth $4.3 billion, which could significantly enhance its global competitiveness [1] - The contract represents nearly 25% of LG Energy Solution's projected revenue for 2024, indicating a strong market position [1] - The company has advanced its production technology in lithium iron phosphate batteries, closing the gap with leading Chinese firms [1] Group 2 - The Tulip Alliance, formed by LG Energy Solution and Panasonic, holds over 5,000 patents and aims to restrict the growth of Chinese battery manufacturers in international markets [2] - Recent court rulings in Germany have favored the Tulip Alliance, requiring Chinese companies to cease sales and recall products, highlighting the competitive landscape [2] - The patent battle in the battery sector is expected to intensify in the international market [2] Group 3 - The international market is identified as the next battleground for China's battery industry, which possesses strong competitive advantages in technology and cost [3] - Despite domestic competition, China's electric vehicle and battery sectors are well-positioned for international expansion [3] Group 4 - The Chinese battery industry needs to organize to combat internal competition and create a favorable international environment [4] - Strengthening industry self-regulation and knowledge property rights is crucial to prevent detrimental practices and enhance innovation [4] - China has become a leader in battery patents, particularly in lithium iron phosphate and sodium batteries, indicating a shift towards innovation [4] Group 5 - Enhancing international collaboration is essential for the growth of China's battery industry, which can contribute to global carbon reduction goals [5] - The industry should transition from an innovation alliance to a formal industrial association to better support international efforts [5] - Government support is needed to guide the battery industry in navigating international competition and policy development [5] Group 6 - The government encourages the battery industry to focus on long-term strategies while being cautious about technology leakage [6] - There is a call for increased international engagement to align with global initiatives and the Belt and Road strategy [6]

Core Viewpoint - The hydrogen fuel cell vehicle demonstration project initiated by five ministries has achieved significant results, but further support is urgently needed for the continued development of fuel cell vehicles in China [1][2][3]. Group 1: Achievements of the Demonstration Project - The project has led to product performance reaching or nearing international advanced levels [1]. - Key components have seen innovative breakthroughs, forming a complete industrial chain [1]. - The cost of fuel cells has significantly decreased, with stack costs dropping from 15,000 yuan per kilowatt in 2017 to 1,000 yuan per kilowatt, and system costs below 2,000 yuan per kilowatt [1]. - Nearly 30,000 fuel cell vehicles have been promoted, ranking second in the world, primarily focusing on commercial vehicle applications [1]. Group 2: Bottlenecks After Project Completion - Market promotion requires a certain scale, and signs of market contraction have emerged following the end of the demonstration project [2]. - Most companies in the fuel cell industry are in the entrepreneurial mid-stage and operating at a loss, risking bankruptcy without continued development support [2]. Group 3: Strategic Importance of Continued Support - Continued support for fuel cell vehicles is crucial for the development of the hydrogen energy system, which is essential for achieving carbon neutrality [4]. - Hydrogen energy is a key carrier for storing fragmented renewable energy, and fuel cell vehicles are a leading application area [4]. - The significant reduction in fuel cell system costs in China allows for market development under supportive policies, particularly in the commercial vehicle sector [3][4]. Group 4: Recommendations for Continued Support - Initiate a second phase of the demonstration project, focusing on long-distance heavy commercial vehicles while reducing financial support by half [5]. - Expand toll fee discounts to create favorable market conditions driven by policy incentives [5]. - Broaden the range of supported technologies to include hydrogen, alcohol, and ammonia engines, facilitating the construction of the hydrogen energy system [6]. - Allow the use of industrial by-products for hydrogen, alcohol, and ammonia fuels temporarily, promoting overall industry development [6].

Core Viewpoint - The discussion emphasizes the importance of integrating with global ecosystems rather than isolating from them, using Huawei's situation as a key example of the challenges faced when cut off from global systems [1] Group 1 - The speaker expressed a desire for China to develop its own capabilities while remaining integrated with global ecosystems, highlighting that Huawei's exclusion from the Android system has severely impacted its mobile business [1] - The speaker clarified that there is no opposition to Huawei developing its HarmonyOS, viewing it as a necessary response to U.S. sanctions and a way to maintain competitiveness in the market [1] - The need to address misunderstandings regarding the speaker's stance on Huawei's HarmonyOS development was highlighted, as previous comments were misinterpreted [1] Group 2 - The speaker is not affiliated with Tsinghua University but has close ties with Huawei's automotive business unit [2]

Core Viewpoint - The article highlights the successful transformation of Fawer Automotive Transmission Group, a traditional automotive parts manufacturer, into a leader in the new energy vehicle market, showcasing its strategic initiatives and product diversification in response to industry changes [1][2][3][4]. Group 1: Embracing New Energy Opportunities - The company recognized the shift from traditional energy vehicles to new energy vehicles seven years ago and established a dedicated team to develop key technologies for new energy vehicle transmission systems [1] - It formed strategic partnerships, including a joint venture with Tianjin Songzheng Electric Vehicle Technology Co., to create a production line capable of producing 30,000 units annually, with plans to scale to 100,000 units in two years [1] - The value of the new energy vehicle power systems developed by the company is higher than that of traditional transmission systems, indicating potential for future market growth [1] Group 2: Expanding Product Market Range - The company has extended its product range from traditional transmissions to include intelligent AMT automatic transmissions, three-in-one central electric drive systems, retarders, clutches, disc brakes, and electric drive axles [2] - It capitalized on the opportunity presented by the transformation of commercial vehicle electronic and electrical architectures by developing various electronic control systems, including automatic anti-lock systems and electronic stability control systems [2] - The company has also expanded its research and development capabilities to include core components and systems for engineering and agricultural machinery, which were previously imported [2] Group 3: Strengthening Internal Capabilities - The company established a complete vehicle testing ground, a capability not typically possessed by heavy commercial vehicle manufacturers, enhancing its product development and testing capabilities [3] - It acquired Qin Chuan Machine Tool Group, ranked third nationally, to bolster its mechanical manufacturing capabilities [3] - Recent investments in digitalization, intelligence, and artificial intelligence have led to the establishment of a smart factory, recognized as China's first zero-carbon factory in the commercial vehicle parts industry, achieving significant efficiency improvements and cost reductions [3] Group 4: Enhancing Internationalization - The company has developed an international network, exporting products to over 50 countries and establishing two overseas factories and eight overseas offices [4] - It serves more than 100 overseas customers, showcasing the high standards of Chinese manufacturing on a global scale [4] - The success of Fawer demonstrates that China is not only a leader in solar energy, power batteries, and new energy vehicles but also excels in traditional manufacturing, indicating significant potential for transformation in this sector [4]

二是抓住商用汽车电子电气架构转型机遇，开发了 自动防抱死系统、电子稳定控制系统、电子控 制制动系统、电子驻车制动系统、胎温胎压监测系统等 一系列汽车电子控制系统，并具备电子控制器 和域控制器的开发生产能力。他们还研究开发了商用车用线控转向和线控制动系统。 三是发挥汽车行业研发能力强的特点，将产品扩展到工程机械和农业机械范围 。重点是工程机械 和农业机械行业内原本需要进口的核心部件和系统。 三、苦练内功，拓展产品开发和市场开拓能力。 在传统能源占主流的时代，该企业就建设整车试验场，这是一般重型商用车整车企业都不具备的能 力。后来又兼并了全国排名第三的秦川机床集团，具备了比较完整的机械制造能力。近几年又加强了数 字化、智能化和人工智能方面的建设，形成了建设智能化工厂的能力。据介绍， 他们自己建设的法士 特智慧工厂，是中国商用车零部件行业首家零碳工厂，已达到数字孪生的水平，并取得效率提高和成本 降低的明显效果，且具备提供同类智能制造服务能力。 前些日，抱着了解传统汽车零部件企业如何转型的目的到法士特参观学习，令我眼界大开。该企业 应该是传统汽车零部件企业转型的典范。 法士特汽车传动集团公司始建于1968年，主业是汽 ...

Core Viewpoint - The article discusses the recent initiative by the China Automobile Industry Association to address "involutionary" competition in the automotive industry, emphasizing the need for government intervention to maintain fair competition and industry health [1][2][3]. Group 1: Government's Role and Initiative - The initiative is not merely an industry self-regulation effort but a significant measure to implement the spirit of the Central Political Bureau's meeting, with expected government actions to follow [1]. - The language used in the initiative is notably severe, indicating a clear directive to companies, with specific mention of actions to "investigate, expose, and severely punish" violators, suggesting strong government backing [1]. - The timing of the initiative's release coincided with statements from government officials, reinforcing its legitimacy and urgency [2]. Group 2: Market Regulation and Economic Principles - The combination of government action and effective market mechanisms is crucial for the socialist market economy, particularly in addressing "involutionary" competition [3]. - Unlike capitalist market economies, the socialist market economy allows for greater flexibility in government oversight of market behaviors, as highlighted by the need for regulatory measures to protect consumer and societal interests [3]. - The management of the new energy vehicle industry should focus not only on growth speed but also on maintaining order and long-term stability, aligning with global automotive industry standards [3]. Group 3: Potential Government Actions - The government may increase penalties for companies violating laws and regulations within the industry [4]. - There will be a focus on enforcing measures proposed by multiple ministries to address "involutionary" competition, including scrutiny of payment delays to parts suppliers, which could significantly impact cash flow and pricing strategies of vehicle manufacturers [4]. - If industry self-regulation proves ineffective, the government may support the China Automobile Industry Association in hiring third-party organizations to ensure compliance with self-regulatory measures [4].

Core Viewpoint - The Chinese power battery industry, despite its current scale and technological advancements, faces significant shortcomings in ecosystem strength and influence, which could hinder its future development and competitiveness on a global scale [1][3]. Group 1: Current Status and Challenges - China's new energy vehicle industry is leading globally in both technology and scale, which has propelled the power battery industry to a trillion-yuan scale, surpassing typical manufacturing sectors [1]. - The industry lacks strong bargaining power with upstream and downstream sectors, as evidenced by the high lithium carbonate prices impacting battery development and the inability to ensure quality and safety in energy storage projects [1][2]. - There is a weak influence on government policies, with industry players struggling to understand and adapt to policy directions, indicating a lack of strategic foresight [2]. - The industry is characterized by intense price competition leading to low profitability, with some top global companies still incurring losses, which has resulted in reduced R&D investments [2][3]. - The international environment is unstable for the industry, with the U.S. government actively excluding Chinese battery companies and Europe exhibiting a defensive stance towards them [2][3]. Group 2: Recommendations for Improvement - Establish a robust research capability to understand global and national economic policies, similar to major international automotive companies [3][4]. - Develop a strong industry association to enhance cohesion and address common challenges, transitioning from initial innovation alliances to formal industry associations [4]. - Create effective channels for lobbying the government to influence policy decisions that support the industry, similar to practices in other major economies [5]. - Implement industry self-regulation mechanisms to combat detrimental competition and ensure a healthy market environment [5][6]. - Strengthen the intellectual property system to protect innovations and establish a competitive order, including mechanisms for technology sharing and international patent strategies [6]. - Foster a positive online environment to manage public perception and educate stakeholders about battery safety and industry developments [6][7]. - Actively build favorable international relationships with key production and application countries to support the global battery supply chain [7].

Core Viewpoint - The rapid development of intelligent connected vehicles has reached the L3 stage of human-machine co-driving, necessitating the establishment of regulations to ensure safety and facilitate the application of new technologies in China [1][2]. Group 1: Technological Progress - The technology has advanced to the human-machine co-driving stage, with some technologies nearing maturity. In highway conditions, the NOA (Navigation on Autopilot) technology has transitioned from "usable" to "well usable," allowing drivers to "let go" of the steering wheel under good conditions [1]. Group 2: Need for Regulations - There are currently no global regulations for the human-machine co-driving stage. Germany has set limited conditions for allowing drivers to let go of the steering wheel, but these conditions are rarely met and do not effectively guide automotive innovation. The lack of clear rules creates a chaotic situation where drivers may misuse automated driving technologies [2]. Group 3: Initial Rule Development - While comprehensive rules for human-machine co-driving cannot yet be fully defined, preliminary rules can be established. For instance, allowing the use of intelligent driving systems under clear visibility, well-marked lanes, and when the driver's attention is focused. External cameras and sensors can monitor road conditions, while internal cameras can assess the driver's state [3]. Group 4: Government's Role - Given that China is at the forefront of this technology, government authorities should take the lead in establishing these rules. The innovation in the automotive industry requires not only technological advancements from companies but also regulatory innovations from the government [4]. Group 5: Industry Response to Regulations - Following the government's crackdown on excessive promotion by companies, two extreme attitudes have emerged in the industry: some companies continue to exaggerate their capabilities, while others hesitate to adopt new technologies. The government should establish clear regulations to ensure safety while promoting the development of intelligent driving technologies [4].