中汽协发倡议，众专家亮观点（五）| 张君毅：一切高速发展均应以保证质量为前提

Core Viewpoint - The Chinese automotive industry is facing a new wave of price wars initiated by some companies, which has raised concerns about unhealthy competition and its impact on profit margins, product quality, and consumer safety [2][4][10]. Group 1: Price War Initiation and Industry Response - A significant price reduction campaign was launched by certain car manufacturers starting May 23, leading to a chain reaction of similar actions by other companies [4]. - The China Automotive Industry Association issued an initiative on May 31 to maintain fair competition and promote healthy industry development, which was supported by the Ministry of Industry and Information Technology [2][4]. Group 2: Structural Issues in the Automotive Industry - The price war reflects multiple structural contradictions, including the withdrawal of subsidies leading to increased costs for consumers, which has heightened market competition [5]. - As of April 2025, passenger car inventory reached 3.5 million units, with new energy vehicle inventory hitting a historical peak of 850,000 units, prompting companies to lower prices to clear stock [6]. - Rapid technological advancements are causing older models to become obsolete quickly, adding pressure on manufacturers [6]. Group 3: Financial Pressures and Market Dynamics - The financial burden on small and medium-sized enterprises has increased due to unregulated supply chain financing, leading to a pressing need for timely payments [7]. - Despite some companies showing higher profit margins than overseas counterparts, the overall market is experiencing significant challenges, with many small suppliers exiting the market [7]. Group 4: Recommendations for Industry Stakeholders - The government should enhance regulations and monitoring to prevent unfair competition and promote quality over price [12][13]. - Automotive companies are encouraged to shift from price competition to value competition, focusing on technological innovation and market differentiation [14][15]. - Suppliers should collaborate with manufacturers to establish stable pricing agreements and engage in joint technology development to alleviate cost pressures [18][22].