国务院常务会议解读 | 切实规范新能源汽车产业竞争秩序

Core Viewpoint - The State Council meeting emphasizes the need for high-quality development in the new energy vehicle (NEV) industry, addressing irrational competition and promoting a fair market environment [1][2]. Group 1: Industry Growth and Market Position - In the first half of 2025, China's NEV production and sales reached 6.968 million and 6.937 million units, respectively, marking year-on-year growth of 41.4% and 40.3%, with NEV sales accounting for 44.3% of total new car sales [1]. - The NEV industry has become a dominant force in China's automotive market, but issues such as irrational competition need to be addressed to ensure sustainable development [1][2]. Group 2: Regulatory Measures and Industry Standards - The meeting proposed strengthening cost investigations and price monitoring to expose unreasonable pricing behaviors and to detect price fluctuations [2]. - Emphasis was placed on enhancing product consistency supervision to maintain quality and safety standards, protecting consumer rights [2]. - Ensuring that major automakers adhere to the commitment of not exceeding a 60-day payment term to suppliers is crucial for stabilizing the financial health of small and medium enterprises [2]. Group 3: Long-term Mechanisms and Competitive Advantage - The meeting highlighted the need to establish long-term mechanisms for regulating competition and enhancing industry self-discipline [2]. - Companies are encouraged to focus on technological innovation, product quality, user experience, and brand culture to create real competitive advantages [2]. - The industry is urged to shift from price competition to value-driven strategies to secure a sustainable future in the automotive market [2].