关于“内卷式”竞争,官方又有动作
Zhong Guo Jing Ji Wang·2025-02-28 02:23

Core Viewpoint - The Chinese government is taking steps to address "involution" competition across various industries, which is characterized by disordered competition, significant homogenization, and a prevalence of low-price competition, ultimately hindering innovation and resource efficiency [1][2]. Group 1: Government Actions - The State Administration for Market Regulation held a meeting with seven major companies, including Trina Solar, JA Solar, Longi Green Energy, Alibaba Group, JD Group, BAIC Group, and Mercedes-Benz Group, to discuss the issue of "involution" competition [1]. - The Central Political Bureau meeting on July 30, 2024, emphasized the need to strengthen industry self-discipline and prevent "involution" competition [2]. Group 2: Affected Industries - The participating companies represent sectors such as e-commerce, automotive, and photovoltaic, which have been identified as having significant "involution" competition [3]. - The current "involution" competition is particularly concentrated in emerging industries closely related to new energy, industries with high external dependence, and traditional sectors with severe product homogenization [3]. Group 3: Policy Source Focus - The State Administration for Market Regulation highlighted the importance of addressing "involution" competition from the policy source [4]. - Local government policies aimed at attracting investment and supporting local industries have contributed to the emergence of "involution" competition [5]. - There is a need for improved regulations at the national level to standardize market order, particularly regarding market access, enterprise exit, and competition rules [5]. Group 4: Regional Initiatives - The Beijing municipal government has proposed comprehensive measures to address "involution" competition by 2025 [6]. - Jiangsu Province has also announced plans to address "involution" competition in certain industries to promote coordinated and healthy development [7]. - Hunan Province has identified breaking the cycle of "involution" competition in investment attraction as a key agenda item [8]. Group 5: Strategies for Companies - Companies are encouraged to adjust their development strategies, focusing on emerging industries and high-end manufacturing to avoid traditional competitive fields [9]. - Strengthening core competitiveness, innovation capabilities, and management levels is essential for companies to escape "involution" [9]. - Companies should shift their focus from short-term profits to long-term development, investing in technological innovation and quality improvement [9].