从“价格竞争”到“技术比拼” 多行业 “反内卷” 转向价值竞争

Core Viewpoint - A coalition of 33 construction companies has issued a "anti-involution" initiative to promote industry transformation and eliminate "involution-style" competition [1][3] Group 1: Industry Consensus and Goals - The initiative aims to build industry consensus, maintain fair competition, and foster a healthy industry ecosystem while firmly resisting "involution-style" competition [3] - It emphasizes accelerating transformation and upgrading through technological innovation, focusing on intrinsic and long-term value rather than blind expansion and excessive debt [3] Group 2: Current Industry Context - The construction industry is at a critical juncture, requiring companies to implement new development concepts, focus on core responsibilities, enhance product research and development, and improve cost control to strengthen core competitiveness [5] - The transformation and upgrading are seen as key measures to address "involution," promoting the conversion of technological achievements and empowering the industry towards high-end, intelligent, and green development [7] Group 3: Market Reactions and Industry Actions - Recent market trends show a surge in sectors like steel and photovoltaics, indicating a positive market sentiment in response to the "anti-involution" call [7] - Industries such as photovoltaics, cement, and steel have initiated production cuts, with leading photovoltaic glass companies collectively reducing output by 30% since July to alleviate "involution-style" competition [9] - The cement industry has also released guidelines to optimize structural adjustments, while some steel mills have received notifications for production limits [9] Group 4: Historical Context and Effectiveness - The current "anti-involution" measures in the steel and cement industries are not new, as previous initiatives have been taken to control production and reduce inventory [11] - The cement industry has shown signs of recovery, with improved prices and profitability, indicating that the "anti-involution" efforts are beginning to yield results [11][12] Group 5: Understanding "Involution" in Economics - "Involution" in the economic context refers to internal competition leading to resource wastage and thin profit margins, often resulting in a vicious cycle of increasing effort with diminishing returns [12] - "Anti-involution" strategies focus on industrial upgrading and innovation, shifting from price competition to competition based on technology, quality, and service [12]