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为了汽车产业健康发展宁愿挨骂,魏建军的警告引发全行业共鸣

Core Viewpoint - The automotive industry is facing severe challenges due to excessive competition and price wars, which threaten its healthy development and safety standards [1][2][3] Group 1: Industry Challenges - Some companies are engaging in low-quality competition by cutting corners to reduce costs, which jeopardizes product safety and reliability [1][3] - The ongoing price war has led to significant price reductions in both new energy vehicles and traditional fuel vehicles, with average price drops of 9.2% and 6.8% respectively in 2024 [2] - The automotive industry's profit margin is under pressure, with a reported profit margin of only 4.3% in 2024, down 0.7 percentage points from 2023, which is below the national average of 6% [2] Group 2: Financial Performance - Great Wall Motors is one of the few companies in the Chinese automotive sector that has maintained stable profitability, reporting a revenue of 202.195 billion yuan in 2024, a year-on-year increase of 16.73%, and a net profit of 12.692 billion yuan, up 80.73% [5] - The financial struggles of many new energy vehicle companies are evident, with some reporting losses of tens of billions annually, indicating a lack of sustainable business models [3][5] Group 3: Market Dynamics - The automotive industry is experiencing a systemic breakdown of commercial rules, with companies pressuring suppliers to lower prices and delaying payments, which creates a precarious environment for suppliers [6][8] - The phenomenon of "0-kilometer used cars" has emerged, where vehicles are sold as used despite minimal or no usage, raising concerns about transparency and consumer safety [7][8] Group 4: Regulatory Environment - The Chinese government is focusing on addressing the issue of "involution" in the automotive sector, emphasizing the need for industry self-discipline and the establishment of fair competition [11][13] - New regulations are being introduced to protect suppliers and ensure timely payments, with a revised payment responsibility law set to take effect in June 2025 [11][12]