★跳出价格战"囚徒困境" 车企责无旁贷

Group 1 - Recent announcements from multiple automotive companies regarding significant price cuts have initiated a new round of price wars in the 2025 automotive market [1] - The China Automobile Industry Association (CAAM) has urgently called for companies to cease "involution-style" price wars, with the Ministry of Industry and Information Technology (MIIT) echoing similar sentiments [1][2] - Price wars are characterized as a typical "prisoner's dilemma," where companies understand that long-term low-price competition undermines overall industry profitability, yet they feel compelled to lower prices for short-term market share [1] Group 2 - Historical precedents, such as the severe price wars in the Chinese home appliance industry in the 1990s and the motorcycle industry around 2000, illustrate that aggressive price competition can lead to plummeting profit margins and even bankruptcies due to cash flow issues [1] - The CAAM and MIIT's statements signal the need for regulatory measures, including enhanced enforcement against unfair competition and establishing reasonable pricing guidelines [2] - The current phase of the Chinese automotive industry is critical, transitioning from "quantitative change" to "qualitative change," where price wars may yield short-term sales increases but ultimately deplete innovation, brand premium, and consumer trust [2]