观察｜“2025中国汽车重庆论坛”：构建“内卷”失序防护网，出海快慢之道是新命题

Core Viewpoint - The "involution" phenomenon in the Chinese automotive industry remains a focal point of discussion, with industry leaders expressing concerns and commitments to resist it, yet uncertainty about how to effectively end it persists [1][2]. Group 1: Involution Concerns - Industry representatives acknowledge the dangers of "involution," with some companies like Changan Automobile promising to prioritize product safety, quality, and service over competitive practices that harm consumer interests [1]. - The automotive sector has previously relied on self-regulation to combat "involution," but this approach has proven insufficient, leading to fears of disorder within the industry [2]. - Changan's chairman noted the overwhelming number of new passenger car brands, approximately 70, complicating the competitive landscape [2]. Group 2: International Expansion - Chinese automotive companies are increasingly focusing on international markets, with 2023 marking China as the world's largest automobile exporter, surpassing Japan [4]. - Challenges in international markets include tariff barriers in high-end markets like the EU, necessitating local production and value creation for market acceptance [4]. - Trust and brand influence in markets like Thailand are critical, with suggestions for Chinese brands to enhance after-sales service and learn from established players like Toyota [5]. Group 3: Industry Self-Regulation and Legal Framework - The need for legal frameworks to address industry chaos was emphasized, particularly if self-regulation fails [3]. - Companies like Geely have committed to not building new factories, indicating a shift in strategy to avoid overcapacity [3]. Group 4: Market Entry and Brand Building - Establishing brand recognition in new markets is a time-consuming process, with patience being a recurring theme among industry leaders [6]. - The importance of product reliability and quality in building consumer trust in overseas markets was highlighted, as failures can have lasting negative impacts on brand reputation [6]. - The competitive landscape is expected to intensify, with predictions of a "淘汰赛" (elimination round) phase in the coming years [2].