锚定技术升级与产业转型——多行业“反内卷”进行时

Group 1: Core Insights - The central government emphasizes the need to advance the construction of a unified national market, focusing on addressing key challenges and regulating low-price disorderly competition among enterprises [1] - Industries such as automotive, photovoltaic, cement, and construction machinery are responding to policy calls by adjusting industrial structures and reducing production to combat "involution" [1][2] Group 2: Industry Response - The industrial sector is facing significant supply-demand imbalances, with the industrial capacity utilization rate declining from 77.7% in Q3 2021 to 75.1% in Q1 2025, indicating a need for market-driven solutions [2] - The National Market Supervision Administration has introduced measures to address "involution" in industries like photovoltaic, batteries, and automotive, including revising national standards [3] - The China Automotive Industry Association has called for industry-wide collaboration to promote technological innovation and ecological development amid the ongoing transformation of the automotive sector [3] Group 3: Structural Optimization - The current "anti-involution" efforts are shifting focus from traditional heavy industries to both traditional and emerging sectors, aiming for innovation-driven and green transformation [5] - Experts suggest that the approach to "anti-involution" should involve a combination of policies that emphasize regional collaboration and the elimination of redundant construction and disorderly competition [5][6] Group 4: Long-term Mechanisms - The "anti-involution" strategy is not merely about reducing capacity but involves a comprehensive approach aimed at stabilizing growth and promoting transformation, with a focus on establishing long-term mechanisms [6] - The National Development and Reform Commission is working on targeted policies to address structural contradictions in key industries, drawing lessons from past supply-side structural reforms [8] Group 5: Industry Self-regulation - There is a call for enhanced industry self-regulation and ecological restructuring, with suggestions for clearer regulations on "low-price dumping" and the introduction of "industry collaboration" metrics in local government assessments [9] - Different strategies are recommended for traditional and emerging industries, emphasizing the need for tailored support for innovation and avoiding one-size-fits-all administrative interventions [9]