反“内卷”信号强烈，国常会提出规范新能源汽车产业竞争秩序

Group 1 - The State Council, led by Premier Li Qiang, is focusing on regulating the competitive order in the new energy vehicle (NEV) industry to promote high-quality development [1] - The meeting emphasized the need for comprehensive measures to address irrational competition, including cost investigations, price monitoring, and ensuring production consistency [1] - Key automotive companies have committed to a payment term of no more than 60 days to suppliers, reflecting a response to the increasing competition and its impact on the supply chain [1] Group 2 - The Ministry of Industry and Information Technology highlighted that intensified competition in the NEV market is causing longer payment terms and financial difficulties for suppliers, which could hinder technological innovation and sustainable development [2] - Experts believe that the government's attention to the NEV sector indicates its strategic importance, and measures will be taken to address the "involution" issues affecting the entire industry chain [2] - The government aims to intervene in cases where pricing does not reflect operational costs, indicating a clear stance against irrational price wars and a commitment to restoring healthy competition [2]