“不以低于成本价倾销” 车企为何不能打“价格战”| 新京报快评

Core Viewpoint - The China Automobile Industry Association (CAIA) has issued an initiative to maintain fair competition and promote healthy industry development, urging new energy vehicle (NEV) companies to avoid selling products below cost and to conduct self-examinations in accordance with national laws and regulations [1][2] Group 1: Background and Context - The initiative was prompted by a significant price reduction campaign initiated by a certain car company on May 23, which led to a wave of similar actions from other companies, causing panic over a new "price war" [1] - The CAIA's initiative aims to minimize the negative impacts of the "price war" and has received clear support from the Ministry of Industry and Information Technology (MIIT), which stated that "there are no winners in a price war" [1][2] Group 2: Industry Self-Regulation and Competition - The CAIA's call for self-regulation is a corrective measure against the current "involution" competition in the NEV sector, questioning whether the industry should compete on price or value [1][3] - Historically, price wars in industries like home appliances and smartphones have led to the rise of competitive domestic brands, but the current NEV price war is characterized by "involution" and may involve dumping products below cost [2] Group 3: Long-term Implications - Uncontrolled price wars can harm product quality, after-sales service, and consumer rights, while also diverting companies from sustainable development and technological advancement [2][3] - The NEV industry must shift from a focus on volume to one on value, emphasizing technological innovation, product quality, user experience, and brand culture to secure a competitive advantage [3] Group 4: Future Directions - As the NEV market matures, reliance on policy subsidies and price advantages will no longer suffice for growth; the industry must focus on core technological breakthroughs and global expansion [3] - The transition from price competition to value competition will require sufficient profit margins for R&D and innovation, and both the CAIA and MIIT should support companies committed to this path [3]