呼吁企业回归长期发展轨道，中国汽车论坛再谈“反内卷”

Core Viewpoint - The automotive industry is facing severe "involution" challenges, characterized by price wars and profit margin compression, which hinder innovation and disrupt the supply chain [1][3]. Group 1: Industry Challenges - The phenomenon of "involution" in the automotive sector has intensified over the past two years, leading to a price war where companies sacrifice profit margins to gain market share [1]. - Payment delays between upstream and downstream companies have resulted in cash flow issues, affecting the normal operation of the entire industry chain [1]. - The automotive manufacturing sector contributes significantly to the overall machinery industry, accounting for about one-third of the total scale, highlighting the need to address payment issues to ensure the interests of all industry segments [3]. Group 2: Company Perspectives - Chery Automobile's chairman emphasized the importance of focusing on quality and innovation rather than merely sales rankings, advocating for more government guidance and support [2]. - BMW's CEO in Greater China stressed the significance of long-termism for sustainable industry development, promoting local supply chain integration and collaboration with Chinese suppliers [2]. - The criticism of excessive short-term data pursuit in the industry was highlighted, with calls for companies to shift focus back to long-term development [3]. Group 3: Governance and Regulation - The China Automotive Industry Association (CAAM) has initiated the formulation of a "self-discipline convention" for overseas operations, requiring companies to respect local cultures and laws [4]. - A price self-discipline group has been established among leading automotive companies to monitor and report overseas pricing, aiming to curb malicious competition [4]. - Future measures will include tightening bank credit, limiting port capacity, and increasing insurance rates for companies engaging in unfair competition, with the potential to blacklist offenders [4].